Subscription Plans
Choose the financial planning support that fits your needs and goals
Essential Planning
Perfect for getting started with basic financial guidance
Billed monthly, cancel anytime
- Monthly consultation session (30 minutes)
- Basic financial assessment and planning
- Email support between sessions
- Access to planning resources and guides
- Quarterly plan review and adjustments
- Mobile-friendly consultation options
Comprehensive Planning
Our most popular choice for serious financial planning
Billed monthly, cancel anytime
- Bi-monthly consultation sessions (45 minutes each)
- Comprehensive financial analysis and strategy
- Priority email and phone support
- Personalized planning documents and reports
- Monthly plan monitoring and adjustments
- Access to exclusive planning tools and calculators
Premium Guidance
Maximum support for complex financial situations
Billed monthly, cancel anytime
- Weekly consultation sessions (60 minutes each)
- Advanced financial modeling and scenario planning
- Dedicated consultant and immediate support access
- Custom financial reports and detailed documentation
- Continuous plan optimization and real-time adjustments
- Priority scheduling and flexible meeting arrangements
Important Pricing Information
- All prices include GST (Goods and Services Tax) where applicable
- Payment processing fees may apply depending on your chosen payment method
- Subscriptions renew automatically each month unless cancelled before the renewal date
- You may cancel your subscription at any time with no penalties or termination fees
Licensed by ASIC AFSL 847329
Individual results may vary based on personal circumstances, market conditions, and implementation of suggested strategies.
Past performance does not guarantee future results.
For payment plan options, representative APR starts from 8.9%% variable, subject to credit approval and individual circumstances
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect at your next billing cycle.
What happens if I cancel my subscription?
You'll continue to have access to your current plan benefits until the end of your billing period. No refunds are provided for partial months.
Are there any hidden fees or charges?
No hidden fees. The monthly subscription price covers all listed services. Payment processing fees may apply based on your payment method choice.
Can I pause my subscription temporarily?
We offer temporary subscription holds for up to 3 months in special circumstances. Contact us to discuss your specific situation and available options.
Need a Custom Solution?
If none of our standard plans fit your unique financial planning needs, we're happy to discuss custom arrangements and specialized services.
Contact Us