Choose Your Financial Planning Path
Professional guidance tailored to your needs and budget
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional financial guidance
per month
- Monthly consultation session (60 minutes)
- Email support for urgent questions
- Basic financial health assessment
- Personalized action plan
All fees include GST. No setup costs.
Comprehensive Planning
Complete financial planning with ongoing support and guidance
per month
- Bi-weekly consultation sessions (60 minutes each)
- Priority email and phone support
- Comprehensive financial analysis and planning
- Quarterly progress reviews and adjustments
- Access to planning tools and resources
Includes GST. 30-day notice for changes.
Premium Advisory
Intensive support for complex financial situations
per month
- Weekly consultation sessions (60 minutes each)
- 24/7 priority support access
- Advanced planning strategies and analysis
- Monthly detailed reporting and tracking
- Access to specialist consultants when needed
- Dedicated account management
GST inclusive. Flexible scheduling options.
Payment Information
Fee Structure
- • No commission charges on financial planning consultations
- • No hidden fees or additional charges beyond subscription
- • All prices shown include Australian GST (10%)
GST Information
All subscription fees include Goods and Services Tax (GST) as required by Australian law.
Current GST rate: 10% (included in all displayed prices)
Not applicable - subscription service with fixed monthly fees N/A% No variable rates apply to our subscription service
Plan Comparison
| Features | Essential Planning | Comprehensive Planning | Premium Advisory |
|---|---|---|---|
| Monthly Consultation Time | 60 minutes | 120 minutes | 240 minutes |
| Email Support Response | 48 hours | 24 hours | 4 hours |
| Financial Analysis Depth | Basic | Comprehensive | Advanced |
| Progress Reviews | As needed | Quarterly | Monthly |
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at the start of your next billing cycle.
Are there any setup fees?
No setup fees or hidden costs. The monthly subscription fee is all you pay, and it includes GST.
What if I need to cancel?
You can cancel anytime with 30 days written notice. No refunds for unused portions. Individual results may vary.
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