Choose Your Financial Planning Subscription
Transparent pricing with no hidden fees — select the plan that matches your financial planning needs and budget
Individual results may vary significantly based on personal circumstances.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional financial guidance
- Monthly planning consultation (60 minutes)
- Basic financial health assessment
- Email support for urgent questions
- Access to planning resources library
- Advanced tax planning strategies
- Comprehensive wealth building analysis
Complete Planning
Comprehensive financial planning for serious wealth builders
- Bi-weekly consultations (90 minutes each)
- Comprehensive financial analysis and planning
- Advanced tax optimization strategies
- Priority phone and email support
- Quarterly plan reviews and adjustments
- Access to specialized planning tools
Executive Planning
Premium service for high-net-worth individuals and complex situations
- Weekly consultations with senior advisors
- Comprehensive estate and succession planning
- Advanced investment and tax structures
- Direct advisor phone access (business hours)
- Monthly detailed progress reports
- Integration with accounting and legal professionals
- Exclusive access to investment opportunities
Pricing Information
- All prices include GST and are displayed in Australian dollars
- No commissions or product sales — we earn only from subscription fees
- Credit card processing fee of 1.5% applies to card payments
Licensed Financial Planning Professional - ASIC RG 146 Compliant
For payment plans, representative APR varies based on terms 12.9% APR representative% APR variable and subject to credit assessment for extended payment terms
Additional Services
One-Off Consultation
Single session for specific financial questions or decisions
$180 per hour
Book SessionProject-Based Planning
Comprehensive planning projects for specific goals or life events
From $2,500
Get QuotePricing Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription with 30 days notice. Changes take effect at your next billing cycle.
Are there any setup fees?
No setup fees or hidden charges. You pay only the monthly subscription fee for your chosen plan.
What happens if I cancel?
You can cancel anytime with 30 days notice. You'll retain access to services until your current billing period ends.
Need a Custom Solution?
For unique situations or specific requirements, we can create tailored planning packages that fit your exact needs.
Discuss Custom Plan