Simple, Transparent Subscription Pricing
Choose the monthly plan that fits your financial planning needs. All plans include personalized consultations and ongoing support.
Individual results may vary
Past performance does not guarantee future results
Representative APR: N/A - Fixed monthly subscription fee% No interest charges or variable rates apply
Essential Plan
Perfect for individuals starting their financial planning journey with basic consultation needs.
- One 60-minute consultation monthly
- Basic budget analysis and review
- Goal setting and progress tracking
- Email support between sessions
Service fee: No additional fees
All prices include GST
Professional Plan
Comprehensive planning for individuals with more complex financial situations and multiple goals.
- Two consultations monthly (90 minutes total)
- Advanced budget optimization
- Multi-goal strategy development
- Priority email and phone support
- Quarterly comprehensive reviews
Service fee: No hidden fees
All prices include GST
Premium Plan
Executive-level service for high-net-worth individuals requiring sophisticated financial strategies.
- Unlimited consultations (up to 4 monthly)
- Complex scenario modeling
- Tax optimization strategies
- 24/7 priority support access
- Monthly written strategy reports
- Annual comprehensive plan review
Service fee: Transparent pricing
All prices include GST
Licensed by ASIC AFS Licence 201072
Subscription Details
Payment Methods
We accept all major credit cards, PayPal, and Australian bank direct debit. Payments are processed securely on the same date each month.
Billing Cycle
Monthly subscriptions are billed in advance on your signup date each month. Pro-rated charges apply for mid-month starts.
Cancellation Policy
Cancel anytime with 30 days written notice. No cancellation fees apply, and you retain access through your paid period.
Satisfaction Guarantee
Not satisfied after your first consultation? Contact us within 14 days for a full refund of your initial payment.
Frequently Asked Questions
Can I upgrade or downgrade my plan?
Yes, you can change plans anytime. Changes take effect on your next billing cycle with no penalties.
Are there any setup fees?
No setup fees, activation charges, or hidden costs. The monthly subscription fee is all you pay.
What happens if I miss a payment?
We'll attempt to process payment for 3 days. After that, your account is temporarily suspended until payment is resolved.
Ready to Transform Your Finances?
Join hundreds of clients who've taken control of their financial future with our proven monthly planning approach.
Speak with Advisor