Financial Planning Subscription Pricing
Choose the monthly financial planning service that matches your needs and budget
Individual results may vary
Past performance does not guarantee future results
Essential Planning
$250
per month
Perfect for individuals seeking regular financial guidance and accountability through monthly consultations and analytical reviews
- Monthly 60-minute consultation sessions
- Personalised financial strategy development
- Email support between sessions
- Written consultation summaries
Comprehensive Planning
$450
per month
Ideal for individuals or couples with complex financial situations requiring detailed planning and frequent adjustments
- Two monthly consultation sessions (90 minutes each)
- Advanced analytical reviews and projections
- Priority email and phone support
- Detailed written reports and action plans
- Quarterly comprehensive strategy reviews
Executive Planning
$750
per month
Comprehensive service for high-net-worth individuals requiring sophisticated planning strategies and immediate access to expertise
- Weekly consultation availability (up to 4 hours monthly)
- Complex scenario modelling and analysis
- 24/7 priority support and urgent consultation access
- Comprehensive monthly reports with detailed recommendations
- Tax planning coordination and specialist referrals
- Annual comprehensive financial plan updates
Important Pricing Information
- • All prices include GST (10%) as required by Australian tax law
- • No hidden fees, commissions, or additional charges beyond the stated monthly subscription
- • Billing occurs monthly in advance with automatic renewal unless cancelled
- • Cancel anytime with 30 days notice — no long-term contracts or cancellation fees
Authorised Representative under Australian Financial Services License
Representative APR: 0% (no interest charges apply to subscription payments)
Compare All Features
| Features | Essential Planning | Comprehensive Planning | Executive Planning |
|---|---|---|---|
| Monthly Consultation Time | |||
| Email Support Response | 48 hours | 24 hours | 4 hours |
| Written Reports | |||
| Phone Support Access | |||
| Specialist Referrals | Upon request | Included | Coordinated |
Frequently Asked Questions
Can I change plans or cancel my subscription?
Yes, you can upgrade, downgrade, or cancel your subscription at any time with 30 days notice. Changes take effect at the start of your next billing cycle, ensuring you receive full value from your current plan.
Are there any setup fees or hidden costs?
No, there are no setup fees, hidden costs, or surprise charges. The monthly subscription price includes GST and covers all features listed in your chosen plan. What you see is exactly what you pay.
How quickly can I start receiving financial planning services?
Once you subscribe, we'll schedule your first consultation within 5-7 business days. You'll receive access to our client portal immediately and can begin uploading financial documents for review before your first session.
Ready to Transform Your Finances?
Join 1354 clients who trust us with their financial planning. Start your subscription today and take the first step toward achieving your financial goals with professional guidance and support.
Contact Our Team