Simple, Transparent Pricing
Choose the financial planning approach that works best for your situation. All plans include personalised consultation and expert guidance.
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential Consultation
Perfect for individuals seeking professional financial guidance and basic planning support
$150
per month
Comprehensive Planning
Our full-service financial planning subscription with comprehensive analysis and ongoing support
$250
per month
Premium Advisory
Complete financial advisory service with unlimited access and premium features
$400
per month
Pricing Details and Information
Service Fees and Commission Structure
Our transparent fee structure ensures you understand all costs associated with your financial planning subscription:
- Monthly subscription fees are charged at the beginning of each billing cycle
- No hidden fees, setup costs, or additional charges for standard services
GST and Tax Information
All subscription prices include Australian Goods and Services Tax (GST) where applicable:
- GST is calculated at the current Australian rate of 10% and included in displayed prices
- Tax receipts and invoices are provided for all subscription payments
Representative APR 15.9% variable applicable to credit-related financial products discussed during consultation
Compare Our Plans
| Features | Essential Consultation | Comprehensive Planning | Premium Advisory |
|---|---|---|---|
| Monthly consultations | |||
| Financial health reviews | |||
| Email support | |||
| Quarterly reviews | |||
| Advanced reporting | 1 session | 2 sessions | Unlimited |
Have Questions About Our Plans
Our team is ready to help you choose the right financial planning subscription for your needs.
Contact Our Team