Choose Your Planning Approach
Flexible consultation options designed to match your financial planning needs and budget preferences.
Essential Consultation
$150
per month
Perfect for individuals starting their financial planning journey who need foundational guidance and basic consultation services.
- Monthly one-hour consultation session
- Basic financial health assessment
- Email support for urgent questions
- Access to planning resources library
Comprehensive Planning
$250
per month
Our signature service offering in-depth analysis and ongoing strategic guidance for serious financial planning.
- Two monthly consultation sessions
- Detailed financial analysis reports
- Priority email and phone support
- Quarterly goal review meetings
- Custom planning recommendations
Premium Partnership
$400
per month
Comprehensive financial partnership with unlimited access and sophisticated planning strategies for complex situations.
- Unlimited consultation sessions
- Advanced planning strategy development
- Direct access to senior consultants
- Monthly comprehensive reports
- Integration with external providers
- Annual comprehensive review
Pricing Information
All prices include GST (10%) as required by Australian tax law.
No additional fees or commissions — transparent monthly subscription pricing.
Licensed by ASIC RFN 482057
Individual results may vary based on personal circumstances.
Past performance does not guarantee future results.
Representative APR: N/A (services paid monthly in advance, no interest charged).
Detailed Feature Comparison
| Feature Details | Essential Consultation | Comprehensive Planning | Premium Partnership |
|---|---|---|---|
| Monthly consultation hours | |||
| Written reports and analysis | |||
| Support response time | |||
| Planning tools access | |||
| Specialized services | 1 hour / 2 hours / Unlimited | Basic / Comprehensive / Advanced | 48 hours / 24 hours / Same day |
Need Help Choosing?
Not sure which plan fits your financial planning needs? We're happy to discuss your specific situation and recommend the best approach.
Schedule Discovery Call