Choose Your Financial Planning Solution
Transparent pricing with no hidden fees — find the plan that fits your needs
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with professional guidance
$250
per month
- Monthly 60-minute consultation session
- Basic financial health assessment
- Email support between sessions
- Access to planning resources
Setup Fee: No setup fees
Additional Costs: No hidden charges
Comprehensive Planning
Complete financial guidance for serious planners
$450
per month
- Two 90-minute consultation sessions monthly
- Detailed financial analysis and reporting
- Priority email and phone support
- Quarterly goal review sessions
- Custom planning materials and resources
Setup Fee: No setup fees
Additional Costs: No additional charges
Premium Partnership
Maximum support for complex financial situations
$750
per month
- Unlimited consultation sessions
- Advanced analytical reviews and modeling
- 24/7 priority support access
- Monthly comprehensive reports
- Dedicated senior advisor assignment
- Exclusive planning tools and research
Setup Fee: No setup fees
Additional Costs: All services included
Payment Information
GST Information
All prices include Australian Goods and Services Tax (GST) where applicable
Current GST Rate: 10%
Accepted Payment Methods
Credit cards, debit cards, and bank transfers
Billing Cycle
Monthly subscriptions are billed on the same date each month from your enrollment date
Representative APR for payment plans Variable rates apply based on payment method% Interest-free monthly billing — no financing charges
Have Questions About Our Plans
Our team is ready to help you choose the right financial planning solution for your specific situation
Contact Our TeamCompare All Features
| Features | Essential Planning | Comprehensive Planning | Premium Partnership |
|---|---|---|---|
| Monthly consultation time | |||
| Support availability | |||
| Reporting frequency | |||
| Planning resources | |||
| Advisor access level | Email support | Priority email & phone | 24/7 priority access |