Financial Planning Subscription Plans
Choose the consultation plan that fits your financial planning needs. All plans include personalized monthly sessions with experienced financial planning professionals.
Individual results may vary significantly based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with financial planning
$199
per month
- Monthly 45-minute consultation sessions
- Basic financial health assessment and review
- Budget analysis and cash flow discussion
- Email support between sessions
Management Fee: 1.2%
Additional Consultation: $150
Comprehensive Planning
Complete financial planning with deeper analysis
$250
per month
- Monthly 60-minute consultation sessions
- Comprehensive financial analysis and planning
- Retirement and superannuation planning discussion
- Tax optimization strategies review
- Priority email and phone support
Management Fee: 1.0%
Additional Consultation: $120
Executive Planning
Premium service for complex financial situations
$350
per month
- Monthly 90-minute consultation sessions
- Advanced financial analysis and modeling
- Business and property planning discussions
- Estate planning strategy review
- Dedicated consultant relationship
- Unlimited email and phone consultations
Management Fee: 0.8%
Additional Consultation: $100
Pricing Information
Additional Fees and Charges
Our transparent fee structure ensures you understand all costs associated with your financial planning consultations.
- Setup fee of $50 applies to all new subscriptions and covers initial assessment preparation
- Additional consultation sessions beyond your plan allowance are charged at the hourly rates specified above
GST Information
All prices include Goods and Services Tax (GST) where applicable under Australian tax law.
GST included at 10% rate
Representative APR N/A% Variable
Compare All Features
| Features | Essential Planning | Comprehensive Planning | Executive Planning |
|---|---|---|---|
| Monthly consultation sessions | |||
| Financial analysis depth | |||
| Support availability | |||
| Additional session rates |
Frequently Asked Questions
Can I change plans after subscribing
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll adjust your services accordingly.
What happens if I miss a monthly session
We understand schedules change. Missed sessions can be rescheduled within the same month, or we can arrange a brief catch-up session the following month.
Do you offer refunds for subscription services
Subscription fees are non-refundable once the monthly service period begins. However, you can cancel at any time to avoid future charges.
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