Simple, Transparent Pricing
Choose the financial planning subscription that fits your needs. No hidden fees, no commissions, no surprises.
Individual results may vary and past experiences do not guarantee future outcomes.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started
- Monthly 30-minute consultation
- Basic financial health review
- Email support between sessions
- Online resource library access
- Limited to basic planning topics
Complete Planning
Comprehensive financial guidance
- Monthly 60-minute consultation
- Detailed financial analysis
- Priority email and phone support
- Quarterly strategy reviews
- Tax planning coordination
Premium Planning
For complex financial situations
- Unlimited consultation time
- Advanced planning strategies
- 24/7 priority support
- Monthly written reports
- Estate planning coordination
- Business planning integration
Pricing Information
All prices include GST. No setup fees or hidden charges.
We never earn commissions from product sales, ensuring unbiased advice.
Representative APR: N/A - this is a service subscription, not a credit product.
Licensed by ASIC AFS 847329
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle.
What if I need to cancel?
You can cancel anytime with 30 days notice. We'll provide a pro-rata refund for any unused portion of your subscription.
Do you offer family discounts?
We offer 15% discounts for couples sharing a planning subscription. Contact us to learn about family planning options.
Need something different? We can create custom arrangements for unique situations.
Contact Us