Simple, Transparent Pricing Plans
Choose the consultation level that best fits your financial planning needs. All plans include GST and come with no hidden fees or long-term contracts.
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals seeking fundamental financial guidance and strategic direction for their wealth-building journey.
per month
- Monthly consultation sessions
- Basic financial review and analysis
- Email support and guidance
- Essential planning documentation
- Advanced analytical tools
- Priority scheduling
Comprehensive Planning
Our most popular option combining thorough analysis with strategic planning for serious wealth builders and goal achievers.
per month
- Unlimited consultation access
- Comprehensive financial analysis
- Strategic planning sessions
- Detailed documentation and reports
- Priority email and phone support
- Advanced market research access
Premium Advisory
Elite-level service with comprehensive analysis, priority access, and advanced tools for sophisticated financial planning needs.
per month
- Unlimited priority consultation access
- Advanced analytical tools and insights
- Comprehensive strategic planning
- Detailed reports and documentation
- Priority support with faster response
- Advanced market analysis access
Pricing Details and Information
- All plans are billed monthly in advance with no setup fees or hidden charges
- Cancel anytime with 30 days notice - no long-term contracts required
- Upgrade or downgrade your plan at any time to match your evolving needs
- All prices include GST where applicable
Fee Structure Information
Our transparent fee structure ensures you understand exactly what you're paying for:
- Monthly subscription fee: $250 (includes GST where applicable)
- No transaction fees or commission charges on recommendations
- No additional fees for standard consultation services
Representative APR: 0% - subscription service with no interest charges or credit facilities
Licensed by ASIC ACN 123456789
Pricing Questions and Answers
Can I change my plan after subscribing?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect on your next billing cycle, and we'll pro-rate any price differences fairly.
Are there any additional fees or charges?
No, our pricing is completely transparent. The monthly subscription fee includes all consultation services, documentation, and support with no hidden charges or surprise fees.
What happens if I need to cancel my subscription?
You can cancel anytime with 30 days written notice. There are no cancellation fees, and you'll continue to have access to services until the end of your current billing period.
Questions About Pricing?
Our team is here to help you choose the right plan for your financial planning needs and answer any questions about our pricing structure.
Contact Our Team