Simple, Transparent Pricing
Choose the financial planning subscription that fits your needs — no hidden fees, no complicated contracts.
Essential
Perfect for getting started with professional financial guidance
per month
- Monthly financial consultation (45 minutes)
- Basic financial health assessment
- Email support and follow-up
- Access to resource library
- Advanced planning strategies
- Priority scheduling
Professional
Comprehensive planning for serious wealth builders
per month
- Extended consultations (90 minutes monthly)
- Comprehensive financial planning
- Quarterly strategy reviews
- Priority email and phone support
- Advanced planning tools and resources
- Unlimited consultations
Premium
Ultimate financial planning for complex situations
per month
- Unlimited monthly consultations
- Advanced wealth planning strategies
- Dedicated planning specialist
- Emergency consultation access
- Custom analysis and reporting
- Exclusive client events and resources
Pricing Information
- All prices include GST at the current rate of 10%
- No additional fees or commissions — what you see is what you pay
- Billing occurs monthly in advance. Cancel anytime with 30 days notice.
- Licensed by AFSL 847329
Important Information
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Representative APR varies by subscription level and payment method. Past performance does not guarantee future results.
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription with one month's notice. Changes take effect at your next billing cycle.
What happens if I need to cancel?
You can cancel your subscription anytime with 30 days written notice. No cancellation fees apply.
Are there any setup fees?
No setup fees or hidden costs. Your first month's subscription fee is all you pay to get started.
Do you offer refunds?
Refunds are generally not available for unused subscription periods, except where required by Australian consumer law.
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