Choose Your Financial Planning Path
Transparent monthly pricing designed to fit your financial planning needs and budget
Starter Planning
Perfect for getting started with professional guidance
$150
per month
- Monthly 30-minute consultation call
- Basic budget review and optimization
- Email support for urgent questions
- Quarterly financial goal tracking
- Access to planning resource library
- Australian tax and super guidance
Complete Planning
Comprehensive monthly support for serious planners
$250
per month
- Monthly 60-minute consultation call
- Comprehensive financial strategy review
- Unlimited email and phone support
- Monthly progress tracking and adjustments
- Priority booking for additional consultations
- Advanced planning tools and calculators
Premium Planning
Maximum support with dedicated advisor access
$400
per month
- Unlimited consultation access
- Dedicated financial planning advisor
- Weekly check-ins and strategy updates
- Complex financial situation management
- Priority customer service and support
- Custom financial planning reports
Pricing Information
All prices include GST where applicable under Australian tax law
Payment processing fees may apply depending on your chosen payment method
No credit products offered - subscription payments processed monthly in advance
Important Notices
Individual results may vary.
Past performance does not guarantee future results.
Licensed by ASIC ACN 842937
Licensed by ASIC ACN 842937. Past performance does not guarantee future results. Individual results may vary based on personal circumstances and market conditions.
Pricing Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle.
What if I need to cancel?
You can cancel anytime with one month's written notice. We'll continue providing service through your current billing period.
Are there setup fees?
No setup fees or hidden charges. Your monthly subscription covers all consultations and support included in your chosen plan.
Ready to Start Your Financial Journey?
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