Transparent Pricing Plans
Choose the financial planning support that fits your needs and goals
Individual results may vary and past performance does not guarantee future results.
Past performance does not guarantee future results.
Essential Consultation
Perfect for individuals seeking occasional financial guidance and basic planning support
per consultation
- One-time consultation session
- Basic financial situation review
- General planning recommendations
- Written summary of discussion
- No ongoing support
- No follow-up consultations included
Complete Planning
Comprehensive monthly subscription providing ongoing financial planning guidance and support
per month
- Monthly consultation sessions
- Comprehensive financial reviews
- Personalized resource allocation strategies
- Market analysis and updates
- Email support between sessions
- Direct fund management not included
Executive Support
Premium service for high-net-worth individuals requiring extensive planning and priority access
per month
- Bi-weekly consultation availability
- Comprehensive wealth analysis
- Advanced tax optimization strategies
- Estate planning consultations
- Priority email and phone support
- Quarterly comprehensive reports
Pricing Information
Payment and Commission Structure
Our pricing is transparent with no hidden fees or commission-based product sales.
- We do not receive commissions from financial product providers
- All revenue comes directly from subscription fees and consultation charges
GST and Tax Information
All prices include Goods and Services Tax (GST) as required by Australian tax legislation.
GST applies to financial planning services under current Australian tax law.
All displayed prices include 10% GST
Licensed by ASIC Representative Number 001234567
Not applicable - services do not involve lending or credit products N/A% Financial planning services do not involve interest rates or lending
Additional Services
Ad-Hoc Consultations
Additional consultation sessions beyond subscription limits
Custom Planning Packages
Tailored services for unique situations or specific project requirements
Pricing Questions
Can I cancel my subscription anytime?
Yes, you can cancel with 30 days written notice. No cancellation fees apply, and you retain access through your paid period.
Are there any setup fees or hidden costs?
No setup fees or hidden costs. The subscription price covers all regular services as described. Additional services are clearly priced separately.
How do I upgrade or downgrade my plan?
Plan changes can be made with one month's notice. Upgrades take effect immediately, while downgrades begin at your next billing cycle.
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