Choose Your Financial Planning Path
Transparent pricing for professional financial guidance — find the plan that fits your needs
Individual results may vary based on personal circumstances, market conditions, and implementation of planning strategies.
Past performance does not guarantee future results.
Starter
Perfect for those beginning their financial planning journey
per month
- Monthly consultation call
- Basic financial review
- Email support
- Planning resources access
Service Commission: 2.5% on recommended actions
Monthly Service Fee: $150 AUD (inc. GST)
Professional
Comprehensive planning for serious financial growth
per month
- Bi-weekly consultation calls
- Detailed analytical reviews
- Priority email and phone support
- Custom planning documents
- Quarterly progress reviews
Service Commission: 2.0% on recommended actions
Monthly Service Fee: $250 AUD (inc. GST)
Premium
Exclusive service for complex financial situations
per month
- Weekly consultation availability
- Comprehensive financial modeling
- 24/7 priority support
- Advanced planning tools
- Monthly detailed reports
- Direct advisor access
Service Commission: 1.5% on recommended actions
Additional Consultation Rate: $120 AUD per hour
Payment Information
All prices include GST as required by Australian tax law
Service commissions apply only to specific recommended actions that you choose to implement
Monthly fees are billed in advance with 30-day cancellation notice
Compare Plan Features
| Features | Starter | Professional | Premium |
|---|---|---|---|
| Consultation frequency | |||
| Response time | |||
| Planning depth | |||
| Report frequency | |||
| Support level | Standard | Priority | Premium |
Questions About Our Plans
Not sure which plan suits your needs? Our team can help you choose the right level of service.
Contact UsRepresentative APR varies based on individual circumstances and selected services