Choose Your Financial Planning Subscription
Select the subscription level that matches your financial planning needs and goals
Essential Plan
Perfect for those starting their financial planning journey
- Monthly planning consultation (30 minutes)
- Email support for questions
- Basic financial analysis review
- Access to planning resources
Professional Plan
Comprehensive guidance for serious financial planners
- Extended monthly consultation (45 minutes)
- Priority email and phone support
- Detailed analytical reviews
- Personalized planning documentation
- Quarterly planning check-ins
Comprehensive Plan
Full-service planning for complex financial situations
- Extended consultation time (60 minutes)
- Unlimited email and phone support
- Advanced analytical planning reviews
- Comprehensive documentation package
- Monthly progress tracking reports
- Annual planning strategy sessions
All prices include GST where applicable
No commissions or hidden fees - transparent subscription pricing only
Licensed by ASIC AFSL 492847
Representative APR N/A - No lending products offered Our service involves consultation fees only, not financial product sales
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed strategies.
Past performance does not guarantee future results.
Frequently Asked Questions
Can I change my subscription plan?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle.
What happens if I need to pause my subscription?
We offer temporary subscription holds for up to three months per year for life circumstances like extended travel or personal situations.
Are there any setup or cancellation fees?
No setup fees apply. Cancellation requires 30 days' notice with no additional charges. You retain access until your billing period ends.
Need Something Different?
We can create customized subscription arrangements for unique situations, complex planning needs, or family planning requirements.
Discuss Custom Options