Simple, Transparent Pricing
Choose the monthly financial planning subscription that fits your needs — no hidden fees, no surprises.
Important Notice
Individual results may vary.
Past performance does not guarantee future results.
Starter Plan
Perfect for getting started
$150
/per month
- Monthly 30-minute consultation
- Basic financial review
- Email support between sessions
- Access to planning resources
- Monthly progress tracking
Most Popular
Professional Plan
Our most comprehensive option
$250
/per month
- Monthly 60-minute consultation
- Comprehensive financial analysis
- Priority email and phone support
- Personalized action plans
- Quarterly strategy reviews
Premium Plan
For complex financial situations
$400
/per month
- Two monthly 60-minute sessions
- Advanced planning strategies
- Direct advisor phone access
- Custom research and analysis
- Monthly detailed reports
Pricing Information
- All prices include applicable GST.
- Monthly subscription fee is $250 as advertised. No additional setup fees or commissions.
- Licensed by AFSL 847329
Representative APR: N/A% (No credit provided)
Need Something Different?
We can create a custom plan tailored to your specific needs and circumstances.
Contact us to discuss your requirements and pricing options.Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect at your next billing cycle.
Is there a minimum commitment?
No long-term contracts required. You can cancel your subscription with 30 days' notice.
What payment methods do you accept?
We accept all major credit cards, PayPal, and bank transfers for your monthly subscription.