Financial Planning Subscription Pricing
Transparent monthly pricing for professional financial planning consultations. One subscription gives you access to personalized guidance, ongoing support, and the confidence that comes with having a trusted financial planning partner.
Starter Planning
Perfect for individuals beginning their financial planning journey who need monthly guidance and support
$180
per month
- Monthly 45-minute consultation
- Email support between sessions
- Basic financial planning resources
- Goal setting and progress tracking
Complete Planning
Comprehensive monthly consultations with extended support for individuals and families seeking thorough financial guidance
$250
per month
- Monthly 60-minute consultation
- Priority email and phone support
- Advanced planning tools and resources
- Quarterly strategy reviews
- Tax planning considerations
Premium Planning
Intensive monthly planning with unlimited support for complex financial situations and high-net-worth individuals
$390
per month
- Monthly 90-minute consultation
- Unlimited email and phone support
- Premium planning tools and analysis
- Monthly strategy optimization
- Estate planning considerations
- Priority booking and scheduling
Pricing Information
- All prices include GST (Goods and Services Tax) as required by Australian tax law
- Monthly subscription fees are processed securely with no additional transaction charges
- Billing occurs monthly on your subscription anniversary date with automatic renewal
- Cancel anytime with 30 days notice - no long-term contracts or cancellation fees
Individual results may vary significantly based on personal circumstances, implementation, and market conditions.
Past performance does not guarantee future results.
No interest charges or APR applicable - subscription fees are paid monthly in advance N/A - Monthly Subscription Service% Subscription pricing may be subject to periodic review and adjustment with advance notice
Licensed by ASIC RG 247891
Need a Custom Solution
Complex financial situations or unique requirements? We can create a personalized consultation plan that matches your specific needs and circumstances.
Contact UsCommon Questions
Can I change my subscription level
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect at your next billing cycle, and we'll pro-rate any differences in pricing.
What happens if I miss a consultation
Life happens! You can reschedule consultations with 24 hours notice, and unused sessions can be carried forward to the following month (maximum of two sessions).
Is there a long-term commitment required
No long-term contracts required. You can cancel your subscription anytime with 30 days written notice, though we're confident you'll find ongoing value in regular financial planning sessions.