Transparent Pricing for Financial Planning
Choose the subscription level that matches your financial planning needs
Individual results may vary based on personal circumstances, market conditions, and implementation of guidance provided.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals seeking fundamental financial guidance and budget planning support
Monthly billing, cancel anytime with 30-day notice
- One 45-minute consultation per month
- Basic financial analysis and budget review
- Email support for simple questions
- Access to planning resources and templates
- Advanced analysis not included
Complete Planning
Comprehensive financial planning with detailed analysis and ongoing support for serious planners
Monthly billing with priority scheduling and extended support
- Two consultation sessions per month (60 minutes each)
- Comprehensive financial analysis and planning
- Personalized resource allocation strategies
- Priority email and phone support
- Quarterly planning reviews and adjustments
- Access to advanced planning tools and calculators
Executive Planning
Premium service for high-net-worth individuals requiring sophisticated financial planning strategies
Monthly billing with dedicated advisor and unlimited consultations
- Unlimited consultation sessions (scheduled in advance)
- Dedicated senior financial planning advisor
- Complex financial structure analysis
- Tax optimization and estate planning guidance
- Monthly written financial reports and recommendations
- Direct phone line and same-day response guarantee
- Quarterly in-person meetings (Melbourne metro area)
Payment Information
Additional Fees and Commissions
- • Implementation assistance: 0.5% of assets under review (optional service)
- • Document preparation: $75 per hour for complex legal document review
- • Emergency consultations: $150 per session outside regular scheduling
Tax Information (GST)
All subscription prices include 10% GST as required by Australian tax law
GST component is clearly shown on all invoices and payment confirmations
Payments are processed monthly in advance using your selected payment method
Billing cycles begin on the date of your first subscription payment
Representative APR for payment plans (if applicable) 12.9% APR% Variable rate may apply based on credit assessment and payment history
Compare Our Planning Services
| Features | Essential Planning | Complete Planning | Executive Planning |
|---|---|---|---|
| Monthly Consultations | |||
| Financial Analysis Depth | |||
| Response Time Guarantee | 48 hours | 24 hours | Same day |
| Priority Scheduling | |||
| Advanced Planning Tools |
Frequently Asked Questions
Can I change my subscription plan later?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle.
What's included in the consultation sessions?
Consultation sessions cover financial analysis, goal setting, resource allocation guidance, and strategic planning based on your specific needs and circumstances.
How does billing and cancellation work?
Billing occurs monthly in advance. You can cancel anytime with 30 days written notice. No refunds for partial months.
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