Choose Your Financial Planning Journey
Transparent monthly subscription pricing with no hidden fees or long-term contracts. Results may vary based on individual circumstances and commitment to the planning process.
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional financial guidance and building good money management habits.
per month
- Quarterly consultation sessions
- Basic budgeting guidance
- Email support
- Financial goal setting
Comprehensive Planning
Our flagship monthly service with regular consultations and ongoing support for serious financial progress.
per month
- Monthly consultation sessions
- Personalized action plans
- Priority email support
- Goal tracking and review
- Resource library access
Premium Planning
Intensive support for complex financial situations requiring frequent guidance and advanced strategies.
per month
- Bi-weekly consultation sessions
- Advanced planning strategies
- Phone and email support
- Custom financial modeling
- Priority scheduling
- Quarterly progress reports
Pricing Information
Fee Structure
Our transparent pricing model includes all consultation time, materials, and ongoing support with no additional charges.
- No commission-based product sales or hidden fees
- All prices include preparation time and follow-up communications
Tax Information
All pricing is displayed in Australian dollars and includes applicable taxes as required by law.
GST Included
All displayed prices include 10% GST as required by Australian tax law
Licensed by ASIC ACN 847329
Representative APR for payment plans: 0% (no interest charged on monthly subscriptions) 0.0%% Fixed monthly pricing with no interest or additional charges
Plan Comparison
| Features | Essential Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Monthly ongoing support | |||
| Transparent subscription pricing | |||
| Personalized attention | |||
| Flexible scheduling options |
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your subscription with 30 days notice. Changes take effect at your next billing cycle.
Are there any setup fees?
No setup fees or joining costs. Your first consultation is scheduled immediately after subscription activation.
What if I need to pause my subscription?
We offer flexible pausing options for up to 3 months per year for life circumstances like travel or temporary financial constraints.
Ready to Start Your Financial Journey?
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