Simple, transparent pricing
Choose the subscription plan that fits your financial planning needs. All plans include GST and provide ongoing access to professional guidance.
Starter Planning
$150
per month
Essential planning support for individuals starting their financial journey
- Monthly planning consultation (30 minutes)
- Basic financial health assessment
- Email support for urgent questions
- Access to planning resources
Most Popular
Comprehensive Planning
$250
per month
Complete financial planning solution for serious wealth builders
- Extended monthly consultations (60 minutes)
- Comprehensive financial analysis
- Priority email and phone support
- Quarterly strategy reviews
- Access to advanced planning tools
Premium Planning
$400
per month
Concierge-level planning for complex financial situations
- Unlimited consultation access
- Multi-generational planning strategies
- Dedicated planning specialist
- Monthly detailed reporting
- Priority access to new services
- Referral network access
Pricing Details
- All prices include GST (10%)
- No setup fees or hidden charges
- Licensed by ASIC ACN 847329
- Representative APR: N/A (subscription service, not credit product)
Important Information
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Compare Plans
| Features | Starter Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Ongoing relationship | |||
| Personalised attention | |||
| Flexible consultation access | |||
| Transparent pricing |
Questions about pricing?
Our team can help you choose the right plan for your situation.
Speak with Us