Choose Your Financial Planning Subscription

Transparent pricing for professional financial guidance. All plans include ongoing consultations, personalised analysis, and expert support to help you make confident financial decisions.

Individual results may vary significantly based on personal circumstances, market conditions, and implementation of discussed strategies.

Past performance does not guarantee future results.

Essential Planning

Perfect for getting started with professional guidance

$250 /per month
  • Monthly consultation call (45 minutes)
  • Basic financial review and analysis
  • Email support between calls
  • Access to planning resources

No commission fees or hidden costs

Start Essential Plan
Most Popular

Comprehensive Planning

Complete financial planning with enhanced support

$450 /per month
  • Two consultation calls monthly (45 minutes each)
  • Detailed financial analysis and reports
  • Priority email and phone support
  • Quarterly comprehensive review
  • Access to exclusive planning tools

No commission fees or product sales pressure

Choose Comprehensive

Premium Advisory

Maximum support for complex financial situations

$750 /per month
  • Weekly consultation availability
  • Advanced financial modelling and scenarios
  • Direct advisor phone access
  • Monthly detailed progress reports
  • Tax planning consultation included
  • Estate planning guidance

Complete transparency - no hidden fees

Select Premium Plan

Important Pricing Information

  • All prices include GST where applicable and are charged in Australian dollars.
  • Licensed financial services provider under ASIC Corporate Authorisation
  • No interest charges apply to our subscription services. Past performance does not guarantee future results.

Compare All Features

Feature Essential Planning Comprehensive Planning Premium Advisory
Monthly consultation time
Email support response time
Financial analysis depth
Quarterly reviews Annual summary Included Included
Direct advisor access Scheduled only Priority support Direct phone line

Need Something Different?

Every financial situation is unique. If our standard plans don't quite fit your needs, we can create a custom arrangement that works for your specific circumstances and goals.

Discuss Custom Options