Transparent Pricing Plans
Choose the consultation package that matches your financial planning needs — no hidden fees, no surprises
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey who need foundational guidance and basic consultation services
$150
per month
- Monthly one-on-one consultation
- Basic financial analysis review
- Email support included
- Financial planning worksheet
Commission Fee: No commission charges
Service Fee: $25 per consultation
Comprehensive Planning
Our most popular option — comprehensive financial consultation with detailed analysis and ongoing support for serious planners
$250
per month
- Bi-weekly consultation sessions
- Detailed financial analysis
- Priority phone and email support
- Comprehensive planning documents
- Quarterly strategy reviews
Commission Fee: No commission charges
Service Fee: Included in monthly fee
Premium Advisory
Complete financial advisory experience with unlimited consultations and premium support for high-net-worth individuals
$450
per month
- Unlimited consultation sessions
- Advanced analytical reviews
- Dedicated advisor relationship
- Custom planning strategies
- Monthly strategy updates
- Priority scheduling access
Commission Fee: No commission charges
Service Fee: All services included
Pricing Information
- All prices include GST (Goods and Services Tax)
- Representative example: $250 monthly subscription with no setup fees or early termination charges
- Licensed by ASIC AFSL 730330
Plan Comparison
| Features | Essential Planning | Comprehensive Planning | Premium Advisory |
|---|---|---|---|
| Monthly Consultations | |||
| Financial Analysis | |||
| Email Support | |||
| Phone Support | |||
| Strategy Reviews | 1 per month | 2 per month | Unlimited |
Questions About Pricing
Need help choosing the right plan? Our team can help you select the consultation package that best fits your financial planning needs.
Contact Our Team