Clear, Transparent Pricing for Financial Planning
Choose the subscription plan that matches your financial planning needs. All plans include personalized consultations and ongoing support.
Individual results may vary and are not guaranteed.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional financial guidance
- Monthly 60-minute consultation
- Basic financial strategy review
- Email support between sessions
- Resource library access
Complete Planning
Comprehensive support for serious financial planning
- Monthly 90-minute consultation
- Comprehensive strategy development
- Priority email and phone support
- Detailed progress tracking
- Quarterly strategy reviews
Premium Planning
Maximum support for complex financial situations
- Bi-weekly consultation sessions
- Advanced strategy optimization
- Direct advisor phone line
- Monthly detailed reports
- Tax planning coordination
- Estate planning consultation
Important Pricing Information
Payment Terms
- Monthly subscriptions are billed in advance on the same date each month
- You may cancel your subscription at any time with 30 days written notice
- All prices include GST where applicable
Fee Structure
- No hidden fees or additional charges beyond the monthly subscription
- We do not receive commissions from financial products or services recommended
- Our only compensation comes from your subscription fee, ensuring unbiased advice
All displayed prices include applicable GST (10%)
Licensed by ASIC AFSL 384729
Representative APR for payment plans 0% APR (no interest charged on monthly subscriptions)% Fixed monthly pricing with no variable rates or interest charges
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan with one month's notice. Changes take effect at your next billing cycle.
What if I need to pause my subscription?
We understand life circumstances change. You can pause your subscription for up to 3 months per year without losing your advisor relationship.
Are there any setup fees?
No setup fees, joining fees, or hidden costs. Your monthly subscription covers all consultation time and support included in your chosen plan.
Ready to Start Your Financial Planning Journey?
Choose your plan and begin working with an experienced financial planning professional within days.
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