Simple, Transparent Pricing
Choose the financial planning support that fits your needs. All plans include professional consultations with our licensed team.
Starter
$150
per month
Perfect for individuals starting their financial planning journey with basic consultation needs.
- Monthly consultation session
- Basic analytical review
- Email support
- Resource library access
Most Popular
Professional
$250
per month
Our comprehensive solution for serious financial planning with unlimited consultations and priority support.
- Unlimited consultations
- Detailed analytical reviews
- Priority phone and email support
- Quarterly planning sessions
- Dedicated consultant assignment
Premium
$350
per month
Complete financial planning solution with advanced features and personalized service for complex situations.
- Everything in Professional plan
- Advanced scenario modeling
- Same-day consultation booking
- Quarterly comprehensive reviews
- Family planning consultations
- Direct consultant mobile access
Pricing Details
- All prices include GST (10%) as required by Australian tax law
- No additional fees or commissions. Payment processing fee of 2.5% applies to credit card transactions.
- Licensed financial services provider under Australian Securities and Investments Commission (ASIC) AFSL 123456
Important Information
Individual results may vary
Past performance does not guarantee future results.
No interest charges apply as this is a monthly subscription service, not a credit product.
Compare All Plans
| Feature | Starter | Professional | Premium |
|---|---|---|---|
| Monthly consultation access | |||
| Transparent fixed pricing | |||
| No minimum asset requirements | |||
| Ongoing relationship building | |||
| Flexible cancellation policy | 1 per month | Unlimited | Unlimited + Priority |
Questions About Pricing?
Our team is here to help you choose the right plan for your financial planning needs.
Contact Our Team