Subscription Plans
Choose the financial planning support level that matches your needs and circumstances.
Individual results may vary based on personal circumstances, market conditions, and implementation of recommendations.
Past performance does not guarantee future results.
Essential Planning
Monthly consultation and basic analytical review for straightforward financial situations.
- Monthly 45-minute consultation session
- Basic financial situation analysis
- Email support between sessions
- Progress tracking and review
Service Fee: No additional commissions or hidden fees
Hourly Rate: Additional consultations at $120/hour if needed
Comprehensive Planning
Enhanced consultation services with detailed analytical reviews for complex financial situations.
- Monthly 60-minute consultation session
- Comprehensive analytical review and reporting
- Priority email and phone support
- Quarterly progress assessment
- Access to planning resources and tools
Service Fee: No additional commissions or hidden fees
Hourly Rate: Additional consultations at $100/hour if needed
Premium Planning
Maximum support with frequent consultations and detailed ongoing analysis for complex financial needs.
- Bi-weekly consultation sessions (2x per month)
- Advanced analytical reviews with detailed reporting
- Unlimited email and phone support during business hours
- Monthly progress reviews and adjustments
- Priority scheduling and extended consultation times
- Comprehensive resource library access
Service Fee: No additional commissions or hidden fees
Hourly Rate: Additional consultations at $85/hour if needed
Pricing Information
- All prices are in Australian dollars and include GST where applicable
- Subscriptions can be modified or cancelled with 30 days written notice
- Additional consultation time beyond plan inclusions is available at stated hourly rates
Payment Terms and Conditions
GST Information: All subscription prices include 10% GST as required by Australian tax law
Payment Structure: We operate on a transparent subscription model with no hidden commissions or product sales incentives
Billing Cycle: Monthly subscriptions are billed in advance on the same date each month
Service charges are fixed monthly fees, not interest-based. No APR applies to our consultation services.
Have Questions?
Not sure which plan suits your situation? Contact us to discuss your needs and find the right level of support.
Discuss Options