Transparent Subscription Plans
Choose the financial planning support that fits your needs. No hidden fees, no long-term contracts.
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey
$199
per month
- Monthly consultation session
- Email support between sessions
- Basic financial strategy review
- Resource allocation guidance
All fees inclusive of GST. No additional charges.
Comprehensive Planning
Our flagship service for serious financial planning
$250
per month
- Unlimited monthly consultations
- Priority email and phone support
- Quarterly strategy reviews
- Tax planning discussions
- Retirement planning guidance
All fees inclusive of GST. Cancel anytime with 30 days notice.
Premium Planning
Comprehensive support for complex financial situations
$350
per month
- Unlimited consultations and support
- Same-day response guarantee
- Monthly detailed strategy sessions
- Estate planning discussions
- Advanced tax strategies
- Priority booking for urgent matters
All fees inclusive of GST. Flexible cancellation terms.
Payment Information
Service Fees
Our transparent fee structure ensures you know exactly what you're paying for
- Monthly subscription fees are charged in advance on the same date each month
- No hidden fees, setup costs, or cancellation penalties apply
GST Information
All prices include Goods and Services Tax (GST) where applicable
Current GST rate: 10% (included in all displayed prices)
GST treatment complies with Australian taxation legislation
Representative APR: Not applicable - services are subscription-based, not credit products: N/A
Have Questions?
Our team is here to help you choose the right plan and answer any questions about our services.
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