Choose Your Planning Package
Transparent subscription pricing for professional financial planning guidance tailored to your needs
Individual results may vary based on personal circumstances, market conditions, and implementation of planning strategies.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey
No hidden fees or commissions
- Monthly 45-minute consultation
- Basic financial situation analysis
- Goal setting and priority planning
- Email support between sessions
- Advanced analytical tools not included
Professional Planning
Comprehensive planning for those serious about financial success
Transparent fee structure with no product sales
- Monthly 60-minute consultation
- Comprehensive financial analysis
- Strategic planning and recommendations
- Priority email and phone support
- Quarterly progress reviews
- Access to planning resources and tools
Premium Planning
Ultimate planning experience with maximum support and flexibility
Premium service with complete transparency
- Bi-weekly 60-minute consultations
- Advanced analytical modeling
- Complex situation planning
- 24/7 support availability
- Monthly detailed progress reports
- Access to exclusive planning tools
- Emergency consultation availability
All prices include applicable GST. Prices displayed are final with no additional fees.
Licensed by ASIC AFSL 534892
Representative APR N/A - No credit products offered% Our services do not involve credit or lending products
Additional Services
One-Time Deep Dive Analysis
Comprehensive financial situation review and strategic recommendations
$450
Learn More →Specialized Planning Session
Focused consultation on specific financial planning topics
$175
Learn More →Frequently Asked Questions
Can I cancel my subscription anytime?
Yes, you can cancel with 30 days notice. No cancellation fees or penalties apply.
What's included in the monthly consultation?
Each consultation includes financial review, progress assessment, strategy adjustment, and personalized recommendations based on your current situation.
Do you sell financial products?
No, we provide consultation and planning services only. We don't sell products or earn commissions from recommendations.
Need Something Different?
We can create a customized planning package tailored to your specific situation and requirements
Contact Us