Subscription Plans
Choose the financial planning support that matches your needs and goals
All prices include GST. Subscription fees are billed monthly in advance. Individual results may vary.
Individual results may vary.
Past performance does not guarantee future results.
Essential Plan
Perfect for individuals starting their financial planning journey
$99
per month
- Monthly 45-minute consultation
- Email support between sessions
- Basic financial health assessment
- Resource library access
Professional Plan
Comprehensive planning for established individuals and families
$250
per month
- Monthly 60-minute consultation
- Priority email and phone support
- Comprehensive financial review
- Tax planning guidance
- Retirement planning strategies
Premium Plan
Advanced planning for high-net-worth individuals
$450
per month
- Monthly 90-minute consultation
- 24/7 priority support access
- Advanced planning strategies
- Estate planning consultation
- Tax optimization strategies
- Quarterly comprehensive reviews
Pricing Information
Service Fees
Monthly subscription fees are billed in advance on the same date each month.
No additional commission charges apply to consultation services.
GST Information
All displayed prices include Goods and Services Tax (GST).
Current GST rate: 10%
GST is included in all subscription fees
AFSL 123456 - Licensed by ASIC
Representative APR: N/A (subscription service, not credit product) Not applicableSubscription fees are fixed monthly amounts
Pricing Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle.
Is there a cancellation fee?
No cancellation fees apply. You can cancel with 30 days written notice, and your service continues until the end of your paid period.
Are there setup costs?
No setup or joining fees. Your first month's subscription fee is the only initial cost.
Ready to Start Planning?
Choose your plan and begin your journey toward better financial clarity and confidence.
Contact Us