Professional Financial Planning Subscription
Choose the consultation level that fits your financial planning needs
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey
per month
- Monthly financial review session
- Basic analytical assessment
- Email support between sessions
- Resource library access
All prices include GST where applicable
Professional Planning
Comprehensive planning for established professionals and families
per month
- Bi-weekly consultation sessions
- Detailed analytical reviews
- Priority email and phone support
- Customized financial reports
- Access to specialist consultations
All prices include GST where applicable
Executive Planning
Exclusive service for high-net-worth individuals and complex situations
per month
- Weekly consultation availability
- Comprehensive analytical framework
- Direct phone line access
- Advanced financial modeling
- Tax planning consultation
- Estate planning review services
All prices include GST where applicable
Pricing Details and Terms
Commission Structure
Our consultation fees are transparent with no hidden commission structures or product sales requirements.
We do not receive commissions from financial products or third-party providers, ensuring unbiased guidance.
Tax Information
All subscription fees include applicable GST as required by Australian tax law.
GST will be itemized separately on your monthly billing statement for tax record purposes.
Licensed by AFSL 438629
Subscription billing representative APR: 0% (no interest charged) 0.0%Monthly subscription billing with no interest or financing charges applied.
Frequently Asked Questions
Can I change or cancel my subscription?
Yes, you can modify or cancel your subscription at any time with 30 days' notice. No cancellation fees apply.
Are there any setup fees or long-term commitments?
No setup fees are required. All plans are month-to-month with no long-term contracts or binding commitments.
What happens if I need to pause my subscription temporarily?
We offer subscription pausing for up to 3 months for qualifying circumstances. Contact us to discuss your situation.
Ready to Start Your Financial Journey?
Join hundreds of Australians who've improved their financial confidence through professional guidance
Schedule Consultation