Transparent Pricing for Professional Financial Guidance
Choose the subscription level that matches your financial planning needs. All plans include expert consultations and comprehensive analytical reviews.
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey who need regular professional guidance
$250
per month
- Monthly 60-minute consultation session
- Quarterly analytical review of financial position
- Email support for urgent questions
- Access to planning resources and tools
Monthly subscription fee includes GST
No hidden commissions or product sales fees
Comprehensive Planning
Ideal for established professionals requiring detailed financial analysis and strategic planning
$450
per month
- Two monthly 60-minute consultation sessions
- Monthly analytical reviews and progress reports
- Priority email and phone support access
- Detailed financial scenario modeling
- Tax planning consultation included
Monthly subscription fee includes GST
No hidden commissions or product sales fees
Executive Planning
Designed for high-net-worth individuals with complex financial situations requiring extensive support
$750
per month
- Weekly consultation sessions available
- Bi-weekly analytical reviews and monitoring
- Direct advisor phone line access
- Advanced scenario planning and modeling
- Estate planning consultation included
- Quarterly family financial meetings
Monthly subscription fee includes GST
No hidden commissions or product sales fees
Pricing Details and Terms
GST Information
All subscription prices include 10% GST as required by Australian tax law. GST is clearly itemized on all invoices for your records.
Commission Structure
We operate on a transparent subscription model with no hidden commissions from financial product sales. Our only revenue comes from your monthly subscription fee.
Payment Terms
Subscriptions are billed monthly in advance via automatic payment. You may cancel your subscription at any time with 30 days notice.
Additional Services Available
One-time Financial Review
Comprehensive analysis for non-subscribers
$450 (including GST)
Estate Planning Consultation
Specialized estate planning session
$350 (including GST)
Annual Percentage Rate Information
Representative APR N/A - No credit facilities offeredOur subscription service does not involve credit or financing arrangements
Questions About Pricing?
Our team is ready to help you choose the right subscription level for your financial planning needs.
Contact Us Today