Simple, Transparent Financial Planning
Choose the subscription plan that fits your financial goals
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey who want professional guidance and basic analytical support.
- Monthly 30-minute consultation
- Basic financial position analysis
- Email support between sessions
- Educational resources access
- Advanced analytical reviews not included
Professional Planning
Our comprehensive service for serious financial planners who want detailed analysis and ongoing strategic support.
- Monthly 60-minute consultation
- Comprehensive analytical reviews
- Priority email and phone support
- Quarterly financial position reports
- Access to exclusive planning tools
Executive Planning
Premium service for high-net-worth individuals requiring sophisticated financial planning and personalized attention.
- Monthly 90-minute consultation
- Advanced multi-scenario analysis
- 24/7 priority support access
- Monthly detailed progress reports
- Tax optimization strategies
- Estate planning considerations
Pricing Information
- All prices include GST (10% applicable in Australia)
- No hidden commissions - we earn only through subscription fees
- Monthly billing on the anniversary of your subscription start date
Licensed by ASIC AFSL 847329
Subscription services do not involve lending N/A for subscription services% No interest charges apply to monthly subscriptions
Add-On Services
One-Time Comprehensive Review
Detailed analysis of your complete financial situation
$300 (one-time)
Tax Planning Session
Specialized consultation focused on tax optimization strategies
$200 (one-time)
Estate Planning Consultation
Professional guidance on estate planning considerations
$250 (one-time)
Emergency Financial Review
Urgent consultation for significant financial changes
$180 (one-time)
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect at your next billing cycle.
Is there a minimum commitment period?
No, there's no minimum commitment. You can cancel your subscription with 30 days' notice at any time.
What happens if I miss a payment?
We'll contact you about missed payments. Your service will be temporarily suspended until payment is received, but we'll work with you to resolve any issues.
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