Simple, Transparent Pricing
Choose the financial planning subscription that fits your needs. All plans include expert guidance and personalised consultations.
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed strategies.
Past performance does not guarantee future results.
Starter Plan
Perfect for those beginning their financial planning journey
$199
per month
- Monthly consultation (45 minutes)
- Email support
- Basic financial planning guidance
- Goal setting and progress tracking
Most Popular
Professional Plan
Comprehensive financial planning for serious wealth builders
$250
per month
- Monthly consultation (60 minutes)
- Priority email and phone support
- Advanced financial analysis
- Personalised strategy development
- Quarterly progress reviews
Premium Plan
Ultimate financial planning with dedicated expert support
$399
per month
- Bi-weekly consultations (60 minutes each)
- 24/7 priority support
- Comprehensive financial modelling
- Tax planning coordination
- Monthly detailed reports
- Emergency consultation access
Pricing Details
All prices include GST
No setup fees or hidden charges
Licensed by ASIC ACN 847329
Representative APR N/A% Variable
Plan Comparison
| Features | Starter Plan | Professional Plan | Premium Plan |
|---|---|---|---|
| Monthly subscription model | |||
| Flexible consultation scheduling | |||
| No minimum asset requirements | |||
| Ongoing support included | |||
| Dedicated consultant access | Standard | Priority | Exclusive |
Have Questions?
Our team is ready to help you choose the right plan for your financial goals.
Contact Us