Choose Your Financial Planning Path
Professional guidance that fits your needs and budget
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Foundation Plan
Perfect for getting started with professional financial guidance
- Monthly 45-minute consultation
- Basic financial planning tools access
- Email support between sessions
- Quarterly progress reviews
- Advanced planning tools
- Priority scheduling
Professional Plan
Comprehensive planning for serious wealth builders
- Monthly 60-minute consultation
- Full planning tools and resources
- Priority email and phone support
- Monthly progress tracking
- Personalized strategy documents
- Market updates and insights
Elite Plan
Premium service for complex financial situations
- Bi-weekly 60-minute consultations
- Premium planning suite access
- Direct consultant phone line
- Weekly progress monitoring
- Custom strategy development
- Priority scheduling guarantee
- Quarterly comprehensive reviews
Pricing Information and Terms
- All prices include GST (Goods and Services Tax) where applicable under Australian tax law.
- We operate on a subscription model only - no commissions, no product sales, no conflicts of interest.
- Payment processing fees may apply: 1.5% for credit cards, no fee for direct debit.
Licensed by ASIC (Australian Securities and Investments Commission) AFSL 828088
Subscription services do not involve credit arrangements - no APR applicable. N/A - Subscription ServiceMonthly subscription with 30-day cancellation notice required.
Optional Add-On Services
Emergency Consultation
Additional consultation outside regular schedule
$150 per session
Detailed Financial Report
Comprehensive written financial analysis
$200 per report
Tax Planning Review
Specialized tax strategy consultation
$180 per session
Estate Planning Discussion
Focused estate and succession planning
$220 per session
Pricing Questions and Answers
Can I change plans or cancel anytime
Yes, you can upgrade, downgrade, or cancel your subscription with 30 days written notice. No long-term contracts or cancellation fees.
What payment methods do you accept
We accept all major credit cards, debit cards, and direct bank transfers. Automatic monthly billing ensures uninterrupted service.
Is there a setup fee or hidden costs
No setup fees, no hidden costs. The monthly subscription price includes all standard services outlined in your chosen plan.
Ready to Start Your Financial Journey
Choose the plan that matches your needs and begin building a stronger financial future with professional guidance you can trust.
Get Started Now