Financial Planning Subscription Plans

Choose the consultation approach that fits your financial planning needs. All plans include personalised guidance, ongoing support, and practical budgeting strategies designed for Australian clients.

Individual results may vary based on personal circumstances, market conditions, and implementation of guidance provided.

Past performance does not guarantee future results.

Essential Planning

$250

per month

Monthly consultation session
Personalised budgeting guidance
Email support between sessions
Basic resource access
Get Started

No setup fees or commissions charged

Most Popular

Comprehensive Planning

$450

per month

Bi-weekly consultation sessions
Advanced planning strategies
Priority email and phone support
Extended resource library access
Quarterly progress reviews
Choose Plan

Includes priority scheduling at no extra cost

Premium Planning

$750

per month

Weekly consultation availability
Comprehensive financial analysis
Direct phone access during business hours
Complete resource and tool access
Monthly detailed progress reports
Flexible session scheduling
Contact Sales

White-glove service with dedicated consultation time

Important Pricing Information

All prices include GST and are quoted in Australian dollars

No hidden fees, setup costs, or transaction charges apply to any subscription plan

Licensed by ASIC Australian Financial Services License 123456

Subscription payments do not involve credit or financing N/APayment terms are monthly in advance with no interest charges

Need Something Different

Looking for a consultation approach that doesn't fit our standard plans? We can discuss customised arrangements for unique circumstances or specific planning requirements.

Discuss Options

Pricing Questions

Can I change plans after subscribing?

Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at the start of your next billing cycle, and we'll help you transition smoothly between service levels.

What happens if I miss a scheduled consultation?

We understand that schedules change. With reasonable notice, we can reschedule your session. However, missed consultations without notice cannot be refunded or carried over to the following month.

Are there any additional costs beyond the monthly subscription?

No, your monthly subscription covers all consultation services, support, and resource access as described in your chosen plan. There are no hidden fees, setup costs, or additional charges.

Still have questions about our pricing or want to discuss which plan suits your needs?

Contact Our Team