Financial Planning Subscription
Choose the consultation plan that fits your financial planning needs and goals
Basic Consultation
Perfect for getting started
per month
- Monthly 60-minute consultation session
- Basic financial situation review
- Email support between sessions
- Resource recommendations
Advisory Fee: 1.2% annually
Additional Session Rate: $120/hour
Professional Planning
Comprehensive financial guidance
per month
- Two monthly consultation sessions (90 minutes each)
- Detailed financial analysis and planning
- Priority email and phone support
- Customised planning materials
- Market updates and insights
Advisory Fee: 1.0% annually
Additional Session Rate: $100/hour
Premium Guidance
Complete financial partnership
per month
- Weekly consultation sessions available
- Comprehensive financial planning and analysis
- 24/7 priority support access
- Advanced planning strategies and tools
- Regular progress reviews and adjustments
- Direct consultant mobile access
Advisory Fee: 0.8% annually
Additional Session Rate: $85/hour
Pricing Information
Service Fees
Our consultation fees are transparent and include all advisory services within your chosen plan
Monthly Subscription: As detailed in each plan above
GST Information
All prices include Australian Goods and Services Tax where applicable
GST Rate: 10% (included in displayed prices)
Monthly subscriptions are billed in advance with 30-day cancellation notice required
Important Information
Individual results may vary
Past performance does not guarantee future results
Advisory fees are calculated annually but billed monthly. Representative advisory fee 0.8% to 1.2% per annumFees may vary based on selected plan and additional services
Pricing Questions
Can I change plans at any time?
Yes, you can upgrade or downgrade your consultation plan with one month's notice. Changes take effect at your next billing cycle
Are there any setup fees?
No setup fees or hidden charges. Your monthly subscription includes all consultation services as outlined in your chosen plan
What payment methods do you accept?
We accept bank transfers, credit cards, and direct debit. All payments are processed securely through Australian banking systems