Choose Your Planning Approach
Find the subscription level that matches your financial goals and planning needs
Individual results may vary and past performance does not guarantee future results
Past performance does not guarantee future results
Essential
Perfect for getting started with financial planning
- Monthly 30-minute consultation
- Basic budgeting guidance
- Goal-setting support
- Email support between sessions
No setup fees. Cancel anytime.
Professional
Comprehensive monthly planning for serious savers
- Monthly 60-minute consultation
- Detailed financial analysis
- Tax planning strategies
- Retirement planning guidance
- Priority support access
Includes GST. No hidden costs.
Premium
Complete financial planning with unlimited access
- Unlimited consultation time
- Comprehensive financial planning
- Estate planning consultation
- Tax optimisation strategies
- Emergency planning support
- Dedicated planner relationship
All-inclusive pricing with GST
Pricing Information
Fee Structure
All subscription fees are charged monthly in advance. No commission fees or hidden charges apply to our consultation services.
GST Information
All prices include Australian Goods and Services Tax (GST) at the current rate of 10%
Payment Methods
We accept major credit cards, direct debit, and bank transfers for subscription payments
Representative APR N/A% (no credit products offered)
Compare All Features
| Feature | Essential | Professional | Premium |
|---|---|---|---|
| Monthly consultation time | |||
| Financial analysis depth | |||
| Tax planning included | |||
| Support response time | 48 hours | 24 hours | Priority |
| Dedicated planner | Shared | Assigned | Dedicated |
Still Have Questions
Not sure which plan suits your needs? We're happy to discuss your situation and recommend the best approach for your financial goals.
Contact Us