Choose Your Planning Path
Transparent pricing for every stage of your financial journey. All plans include GST and offer flexible monthly billing with no long-term commitments.
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with financial clarity
$199
per month
- Monthly planning consultation call
- Basic budgeting guidance
- Email support access
- Resource library access
Setup Fee: $0
Additional Consultation: $150/hour
Complete Planning
Comprehensive guidance for confident financial decisions
$250
per month
- Bi-weekly consultation calls
- Personalized planning strategies
- Priority email and phone support
- Detailed financial analysis
- Goal tracking and progress reviews
Setup Fee: $0
Additional Consultation: $125/hour
Premium Planning
Maximum support for complex financial situations
$349
per month
- Weekly consultation availability
- Advanced planning strategies
- Dedicated planning consultant
- Comprehensive financial reports
- Tax planning guidance
- Emergency consultation access
Setup Fee: $0
Additional Consultation: $100/hour
Payment Information
GST Included: All prices include 10% GST as required by Australian tax law
No Setup Fees: All plans have zero setup or initiation fees
Billing Terms: Monthly billing cycle with payment due on signup date each month
Representative APR N/A% No credit or financing offered
All payments are made monthly in advance for subscription services
Compare All Features
Feature Comparison | Essential Planning | Complete Planning | Premium Planning |
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Monthly consultation calls | |||
Email support response time | |||
Financial analysis depth | |||
Additional consultation rates |
Frequently Asked Questions
Can I change or cancel my plan anytime
Yes, you can upgrade, downgrade, or cancel your subscription at any time with no penalties. Changes take effect at your next billing cycle.
What payment methods do you accept
We accept all major credit cards, direct debit, and bank transfers. All payments are processed securely through our encrypted payment system.
Is there a minimum commitment period
No minimum commitment required. You can cancel your subscription at any time and will retain access until the end of your current billing period.
Need Something Different
Have unique requirements or managing substantial assets? Contact us to discuss a custom planning package tailored to your specific needs and circumstances.
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