Choose Your Planning Approach

Select the subscription level that matches your financial planning needs and goals

Individual results may vary significantly based on personal circumstances, market conditions, and implementation of discussed strategies.

Past performance does not guarantee future results.

Basic Consultation

$180

per month

  • Monthly consultation call
  • Basic analytical review
  • Email support
  • Standard scheduling
  • Priority scheduling not included
  • Advanced planning tools not included

Service fee: 1.2% on implemented recommendations

Start Basic Plan
Most Popular

Professional Planning

$250

per month

  • Bi-weekly consultation calls
  • Comprehensive analytical reviews
  • Priority email and phone support
  • Flexible scheduling options
  • Quarterly planning assessments
  • Premium tools require additional fee

Service fee: 0.9% on implemented recommendations

Choose Professional

Premium Service

$390

per month

  • Weekly consultation availability
  • Advanced analytical reviews
  • 24/7 priority support
  • Immediate scheduling access
  • Monthly comprehensive assessments
  • Access to premium planning tools

Service fee: 0.6% on implemented recommendations

Go Premium

All prices include GST. Service fees apply to implemented recommendations.

Regulated by Australian Securities and Investments Commission (ASIC) AFS License 123456

Representative APR varies based on individual circumstances. No additional interest charges apply to monthly subscriptions.

Service Comparison Overview

Features Basic Professional Premium
Monthly subscription access
Personalized consultations Standard Enhanced Advanced
Ongoing support
Flexible scheduling
Response time

Frequently Asked Questions

Can I change my subscription level?

Yes, you can upgrade or downgrade your subscription at any time. Changes take effect at the beginning of your next billing cycle with appropriate pro-rating.

Are there any setup fees or contracts?

No setup fees or long-term contracts required. You can cancel your subscription with 30 days written notice, and billing will cease at the end of your current cycle.

How are service fees calculated?

Service fees apply only to recommendations that you choose to implement and are calculated as a percentage of the transaction value. These fees are clearly disclosed before implementation.

Have questions about our pricing or which plan is right for you?

Contact Us