Choose Your Financial Planning Path
Transparent pricing with no hidden fees — select the subscription level that matches your financial planning needs and goals
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with professional guidance
$150
per month
- Monthly 45-minute consultation session
- Basic planning tools and resources access
- Email support between sessions
- No advanced analytical reviews
- Limited resource library access
Commission Structure: No commission-based recommendations
Equivalent Hourly Rate: $200/hour
Comprehensive Planning
Our flagship service for serious financial planning
$250
per month
- Monthly 60-minute consultation session
- Complete analytical reviews and planning tools
- Priority email and phone support
- Quarterly strategy review sessions
- No unlimited consultation access
Commission Structure: Fee-only structure with transparent pricing
Equivalent Hourly Rate: $167/hour
Premium Partnership
Unlimited access for complex financial situations
$400
per month
- Unlimited consultation sessions as needed
- Advanced planning strategies and tools
- Direct phone and email access
- Monthly detailed progress reports
- Priority booking and extended session times
Commission Structure: Independent advice with no product sales
Equivalent Hourly Rate: Variable based on usage
Important Payment Information
Goods and Services Tax (GST)
All subscription prices include GST where applicable under Australian tax law
Current GST Rate: 10
GST is applied according to Australian Taxation Office guidelines
Fee Structure Transparency
Our subscription model eliminates conflicts of interest by removing commission-based recommendations entirely
We earn revenue only through subscription fees, ensuring advice remains objective and client-focused
Accepted Payment Methods
Representative APR for payment plans 0.0% APR may vary based on payment method and timing
Frequently Asked Questions
Can I cancel my subscription anytime?
Yes, you can cancel at any time with 30 days' notice. No cancellation fees or penalties apply, and you'll retain access until your current billing period ends.
What's included in my first month?
Your first month includes an extended initial consultation, access to our planning platform, and priority scheduling for subsequent sessions. We'll also provide a comprehensive service orientation.
How do consultation sessions work?
Sessions are conducted via secure video conference or phone at your preference. We'll schedule regular monthly sessions plus additional meetings as included in your chosen plan.
Do you provide specific financial product recommendations?
We focus on financial planning guidance and analytical reviews rather than specific product sales. Our fee-only structure ensures advice remains objective and in your best interests.
Ready to Start Your Financial Planning Journey?
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