Choose Your Planning Path
Select the subscription level that best fits your financial planning needs and budget
Individual results may vary
Past performance does not guarantee future results
Essential Planning
$150
per month
Perfect for individuals starting their financial planning journey with basic consultation needs
- Monthly consultation session (60 minutes)
- Basic financial health assessment
- Email support between sessions
- Access to planning resources library
Comprehensive Planning
$250
per month
Our flagship service offering complete financial planning support with enhanced features
- Two consultation sessions monthly (90 minutes each)
- Detailed financial analysis and recommendations
- Priority email and phone support
- Quarterly strategic planning reviews
- Access to exclusive planning tools and calculators
Premium Planning
$400
per month
Premium service for high-net-worth individuals requiring intensive planning support
- Unlimited monthly consultations (scheduled basis)
- Advanced financial modeling and scenario planning
- Direct mobile access to your planning consultant
- Monthly detailed progress reports
- Priority booking for special events and workshops
- Concierge-level service with same-day response guarantee
Fee Structure Details
Commission and Fee Disclosure
Our subscription model ensures transparent, conflict-free advice with no hidden commissions
- • No commissions received from product providers or third-party services
- • Subscription fees represent the complete cost of our planning services
- • Any potential conflicts of interest are disclosed during consultations
GST Information
All subscription prices include applicable Goods and Services Tax as required by Australian law
Current GST rate of 10% is included in all displayed prices
GST treatment complies with Australian Taxation Office regulations for financial services
Subscription services do not involve lending or credit facilities, therefore APR calculations are not applicable
Need Something Different
Large organizations or complex situations may require customized planning arrangements beyond our standard subscription tiers
Discuss Custom OptionsFrequently Asked Questions
Can I change my subscription plan later
Yes, you can upgrade or downgrade your subscription at any time, with changes taking effect at your next billing cycle
Are there any setup fees or cancellation penalties
No setup fees or cancellation penalties apply. You can cancel with 30 days notice and continue service until your current billing period ends
What payment methods do you accept
We accept all major credit cards, PayPal, and direct bank transfer for Australian residents