Choose Your Planning Package
Select the financial planning consultation package that best fits your needs. All plans include personalized guidance and ongoing support to help you achieve your financial goals.
Licensed by AFCA ID 627394
Essential Planning
Perfect for individuals starting their financial planning journey
$199
per month
- Monthly 45-minute consultation session
- Basic financial planning guidance
- Email support between sessions
- Access to planning resources
Comprehensive Planning
Our full-service financial planning consultation package
$250
per month
- Monthly 60-minute consultation session
- Comprehensive financial strategy development
- Priority email and phone support
- Personalized planning materials
- Quarterly progress reviews
Premium Planning
Advanced planning with additional consultation time and resources
$349
per month
- Bi-monthly 60-minute consultation sessions
- Advanced financial planning strategies
- Unlimited email and phone support
- Custom planning documentation
- Monthly progress check-ins
- Priority booking for additional sessions
Pricing Details
- All prices include 10% GST as required by Australian tax law.
- No additional fees or commissions apply. The stated monthly price is your total cost.
- Billing occurs monthly on the anniversary of your subscription start date.
- No interest charges apply as this is a monthly service subscription, not a credit product.
Important Information
Individual results may vary.
Past performance does not guarantee future results.
Compare Features
| Features | Essential Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation sessions | |||
| Email support access | |||
| Planning resources included | |||
| Priority support response | |||
| Progress review sessions | 45 minutes | 60 minutes | Bi-monthly 60 min |
Pricing Questions
Can I change plans after signing up?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle. Contact us to discuss plan changes and any timing considerations.
What if I need to cancel my subscription?
You can cancel your subscription with 30 days' notice at any time. We don't require long-term contracts because we believe our value should make you want to stay, not contractual obligations.
Are there any setup or cancellation fees?
No, there are no setup fees, cancellation fees, or hidden charges. The monthly price you see is exactly what you'll pay, including GST.
Need Something Different?
If none of our standard packages fit your specific situation, we're happy to discuss custom arrangements. Contact us to explore options that work for your unique circumstances.
Discuss Custom Options