Choose Your Financial Planning Subscription
Transparent pricing for ongoing financial planning support. All plans include monthly consultations and personalised strategy development.
Individual results may vary based on personal circumstances, market conditions, and implementation of recommendations
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey who need regular guidance and support.
$250
per month
What's included
- Monthly 60-minute consultation
- Personalised financial assessment
- Basic budgeting and savings strategy
- Email support between sessions
Monthly Service Fee: $250 (inclusive of GST)
Additional Consultation Rate: $180 per hour (if required)
Comprehensive Planning
Ideal for individuals and families with complex financial situations requiring detailed strategy and regular monitoring.
$450
per month
Everything in Essential plus
- Extended 90-minute monthly consultations
- Detailed financial strategy documentation
- Tax planning guidance and analysis
- Priority email and phone support
- Quarterly strategy review sessions
Monthly Service Fee: $450 (inclusive of GST)
Asset Management Discussion Fee: 0.75% annually on managed assets (if applicable)
Premium Planning
For high-net-worth individuals requiring sophisticated financial strategies and frequent consultation access.
$750
per month
Everything in Comprehensive plus
- Unlimited monthly consultations
- Advanced tax and estate planning
- Dedicated planning specialist
- Same-day response guarantee
- Comprehensive annual financial review
- Family financial planning coordination
Monthly Service Fee: $750 (inclusive of GST)
Additional Consultation Rate: No additional fees for consultations
Payment Information
Additional Fees and Commissions
In addition to subscription fees, the following may apply
- Document preparation fees: $150-$300 for complex financial strategies
- Third-party service referral fees may apply for specialist services
GST Information
All displayed prices are inclusive of Goods and Services Tax (GST) as required under Australian tax law.
Current GST Rate: 10%
GST applies in accordance with Australian Taxation Office regulations
Representative example: Monthly subscription fees do not incur interest charges N/A - subscription serviceFixed monthly pricing with 30 days notice for any changes
Frequently Asked Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your subscription plan with one month's notice. Changes take effect at the next billing cycle.
What happens if I miss a monthly consultation?
We understand life gets busy. Missed consultations can be rescheduled within the same month, subject to availability.
Are there any setup fees or long-term contracts?
No setup fees are required. All plans operate on a month-to-month basis with 30 days notice required for cancellation.
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Join over 2314 clients who have transformed their financial future with our subscription-based approach to financial planning.
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