Simple, Transparent Pricing
Choose the financial planning subscription that fits your needs — no hidden fees, no complicated contracts.
Individual results may vary.
Past performance does not guarantee future results.
Representative APR: N/A (subscription service, not credit product)
Starter Plan
Perfect for getting started
per month (inc. GST)
- Monthly 30-minute consultation
- Basic budgeting guidance
- Email support between sessions
- Access to financial planning resources
- No comprehensive planning reviews
- No priority booking available
Professional Plan
Our most popular option
per month (inc. GST)
- Monthly 60-minute consultation
- Comprehensive financial planning
- Priority email and phone support
- Quarterly planning reviews
- Access to exclusive events
- No unlimited consultations
Premium Plan
For comprehensive financial guidance
per month (inc. GST)
- Unlimited consultations
- Advanced planning strategies
- Direct phone access to your adviser
- Monthly detailed progress reports
- Priority booking for all services
- Complimentary annual financial health check
Pricing Information
Payment Structure
- Monthly subscription fees are charged in advance on the same date each month
- Payment is processed automatically via secure payment gateway
- Subscriptions can be cancelled with 7 days written notice
GST Information
- All prices displayed include Australian Goods and Services Tax (GST)
- GST receipts are provided automatically for all payments
- ABN 12 345 678 901 is displayed on all tax invoices
All prices include GST at the current rate of 10%
Licensed by ASIC AFS 847329
Frequently Asked Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your subscription with one month's notice. Changes take effect at the next billing cycle.
What happens if I miss a monthly payment?
We'll attempt payment three times over seven days. If unsuccessful, your subscription will be suspended until payment is received.
Do you offer refunds for unused services?
No refunds are provided for partial months or unused consultations. However, unused sessions don't expire and can be carried forward.
Can I pause my subscription temporarily?
Yes, subscriptions can be paused for up to three months with advance notice. This is helpful during travel or temporary financial constraints.
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