Choose Your Planning Approach
Flexible consultation options designed to fit your financial planning needs and budget
Individual results may vary based on personal circumstances and implementation
Past performance does not guarantee future results
Essential Planning
Monthly consultations focused on core financial planning principles and basic market insights for individuals starting their financial journey.
per month
- Monthly 45-minute consultation sessions
- Basic market analysis and insights
- Goal setting and progress tracking
- Email support between sessions
Setup Fee: No setup fee
Additional Sessions: $120/hour
Comprehensive Planning
In-depth monthly consultations with detailed market analysis, strategic planning, and comprehensive financial guidance for serious planners.
per month
- Monthly 60-minute consultation sessions
- Detailed market analysis and reporting
- Comprehensive goal planning and strategy development
- Priority email and phone support
- Quarterly financial health assessments
Setup Fee: No setup fee
Additional Services: $150/hour for extra sessions
Premium Advisory
Comprehensive financial planning with unlimited consultations, advanced market insights, and priority access to our senior planning specialists.
per month
- Unlimited consultation sessions
- Advanced market analysis and forecasting
- Comprehensive financial strategy development
- 24/7 priority support access
- Monthly written financial assessments
- Direct access to senior planning specialists
Setup Fee: No setup fee
Additional Sessions: Additional services included
Pricing Details and Information
Tax Information: All prices include applicable GST (10%) where required under Australian tax law
Payment Structure: Monthly subscription fees are billed in advance with automatic renewal unless cancelled
Billing Cycle: Monthly billing on the same date each month as your initial subscription activation
Pricing is subject to change with 30 days notice. Individual results may vary based on personal circumstances and implementation.
Representative APR 0% APR for monthly subscriptions paid in advance Payment processing fees may apply depending on payment method selected
What's Included
All Plans Include
- Personalized consultation sessions tailored to your circumstances
- Market insights and economic analysis relevant to your planning
- Goal tracking and progress monitoring tools
- Access to our client resource library
Accepted Payment Methods
- Credit and debit cards (Visa, Mastercard, American Express)
- Bank transfer and direct debit options
- PayPal and digital wallet payments
- Monthly automatic billing for convenience
Questions about pricing or need help choosing the right plan for your situation?
Contact Us