Professional Financial Planning Subscription Plans

Choose the consultation frequency that matches your financial planning needs. All plans include personalized guidance from experienced professionals.

Individual results may vary.

Past performance does not guarantee future results.

Essential Planning

Perfect for those starting their financial planning journey

$180

per month

  • Monthly consultation session
  • Basic financial analysis
  • Email support
  • Resource recommendations
  • Advanced planning tools not included
Start Essential Plan
Most Popular

Professional Planning

Comprehensive planning for serious financial goals

$250

per month

  • Extended monthly consultations
  • Comprehensive financial analysis
  • Priority email and phone support
  • Detailed planning reports
  • Goal tracking and progress reviews
Choose Professional Plan

Premium Planning

Elite service for complex financial situations

$380

per month

  • Bi-weekly consultation sessions
  • Advanced financial modeling
  • Direct advisor phone access
  • Quarterly strategy reviews
  • Priority scheduling
  • Specialized planning scenarios
Select Premium Plan

Pricing Information

All prices include 10% GST and are charged in Australian dollars

Monthly subscription fees are processed securely with no additional transaction charges

No APR applicable - service fees only, no lending or credit products offered

Licensed by ASIC CAR 847329

Optional Add-On Services

Additional Consultation Session

Extra consultation session for complex planning situations

$95 per session

Add Extra Session

Detailed Written Report

Comprehensive written financial planning report and recommendations

$150 per report

Request Written Report

Frequently Asked Questions

Can I change my plan after subscribing?

Yes, you can upgrade or downgrade your plan at any time. Changes take effect on your next billing cycle, and we'll adjust your service level accordingly.

What happens if I miss a scheduled consultation?

We understand schedules change. You can reschedule consultations with 24 hours' notice. Missed sessions without notice may not be rescheduled within the same billing period.

Are there any setup fees or long-term contracts?

No setup fees or long-term contracts required. You can cancel your subscription anytime with 30 days' notice. We believe in earning your business each month through quality service.

Ready to Transform Your Financial Future?

Join hundreds of Australians who have already started their financial planning journey with professional guidance.

Begin Your Planning Today