Choose Your Financial Planning Subscription
Professional consultation services designed to fit your needs and budget. All plans include personalised guidance and analytical reviews.
Individual results may vary
Past performance does not guarantee future results.
Starter Plan
Perfect for basic financial guidance
$125
per month
- Monthly consultation session (60 minutes)
- Basic financial health assessment
- Email support between sessions
- Personalised action plan
Professional Plan
Comprehensive financial planning support
$250
per month
- Bi-weekly consultation sessions
- Detailed analytical reviews
- Priority email and phone support
- Quarterly goal review meetings
- Custom financial planning resources
Premium Plan
Complete financial planning partnership
$375
per month
- Weekly consultation availability
- Comprehensive annual financial review
- 24/7 priority support access
- Advanced analytical tools and reports
- Monthly strategy adjustment sessions
- Exclusive financial planning workshops
Pricing Information
- • All prices include GST where applicable
- • No hidden fees or commission charges on any plan
- • Monthly billing with 30-day cancellation notice required
- • Cancel anytime with written notice, services continue until period end
Representative APR: N/A - consultation services, not credit productPayment plans may be available for qualifying clients
Australian Business Number: 23 136 628 278
Additional Services
One-time Financial Health Check
Comprehensive 90-minute assessment of your complete financial situation
$185
Annual Planning Session
Deep-dive yearly review and strategic planning for the year ahead
$295
Emergency Consultation
Urgent financial guidance outside regular session schedule
$125
Partner/Spouse Session
Joint consultation sessions for couples or business partners
$75
Pricing Questions
Can I switch between plans?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the next billing cycle, and we'll adjust your services accordingly. There are no penalties for plan changes.
What happens if I miss a scheduled session?
Life happens! If you need to reschedule, just give us 24 hours notice and we'll arrange an alternative time. Missed sessions without notice may not be refunded, but we're flexible with genuine circumstances.
Do you offer any guarantees on results?
We're committed to providing excellent consultation services, but we cannot guarantee specific financial outcomes. Results depend on many factors including your implementation of discussed strategies and external market conditions. Individual results may vary.
Ready to Transform Your Financial Future
Join 1339 satisfied clients who've improved their financial confidence through our proven consultation approach. Book your first session today.
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