Choose Your Financial Planning Path
Professional consultation services designed to fit your needs and budget
Individual results may vary based on personal circumstances, market conditions, and implementation of suggestions.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional financial guidance
$250
per month
Monthly financial consultation session
Basic analytical review of your circumstances
Email support for urgent questions
Access to planning resources and tools
Comprehensive Planning
Complete financial planning solution with enhanced support
$250
per month
Bi-weekly consultation sessions available
Detailed analytical reviews and reports
Priority email and phone support
Quarterly progress reviews and adjustments
Access to exclusive planning workshops
Premium Planning
Maximum support for complex financial situations
$250
per month
Weekly consultation availability
Comprehensive analytical reviews with detailed reporting
Direct phone line access to your consultant
Monthly strategy reviews and real-time adjustments
Priority access to specialist consultations
Personalized financial planning dashboard
Pricing Information
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All prices include GST and are in Australian dollars.
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Monthly subscription fee of $250 AUD includes all consultation services with no additional charges or commissions.
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Licensed by ASIC Corporate Authorised Representative 001284759
No credit provided - subscription service billed monthly in advance.
Compare Our Planning Services
| Service Features | Essential Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation sessions included | |||
| Analytical review and strategic guidance | |||
| Ongoing support and communication | |||
| Progress monitoring and plan adjustments |
Frequently Asked Questions
How does the subscription model work?
You pay $250 monthly for ongoing access to professional financial consultation services. Cancel anytime with 30 days' notice.
What's included in my monthly subscription?
Your subscription includes personalized consultations, analytical reviews, ongoing support, and access to planning resources — all for one monthly fee.
Can I change or cancel my subscription?
Yes, you can adjust your service level or cancel your subscription with 30 days' written notice. We'll work with you to find the right solution for your needs.
Need Something Different?
Have unique circumstances or specific requirements? We can discuss customized consultation arrangements tailored to your situation.
Discuss Custom Options