Choose Your Financial Planning Path
Get to know which subscription level fits your financial planning needs. Each plan includes personalized consultations and strategic guidance — because one size definitely doesn't fit all when it comes to money management
Individual results may vary
Past performance does not guarantee future results
Essentials
Perfect for getting started with financial planning
$199
per month
- Monthly consultation call (30 minutes)
- Personalized action plan
- Email support between sessions
- Basic goal tracking tools
Setup Fee: $49 one-time
Processing Fee: Included
Professional
Comprehensive planning for serious money management
$299
per month
- Bi-weekly consultation calls (45 minutes each)
- Detailed financial analysis and planning
- Priority email and phone support
- Advanced tracking and reporting tools
- Quarterly strategy review sessions
Setup Fee: $79 one-time
Processing Fee: Included
Elite
White-glove service for complex financial situations
$499
per month
- Weekly consultation availability (60 minutes)
- Comprehensive financial planning suite
- 24/7 priority support access
- Custom reporting and analytics
- Monthly strategy optimization reviews
- Access to specialized planning resources
Setup Fee: $99 one-time
Additional Hours: $150/hour
Payment Information
Taxes: All prices include applicable Australian GST where required
Setup Fees: One-time setup fees cover account configuration and initial planning assessment
Billing Cycle: Monthly subscriptions are billed in advance on the same date each month
Payment Methods: We accept major credit cards and direct debit from Australian bank accounts
Currency: All prices displayed in Australian Dollars (AUD)
Cancellation Policy: Cancel anytime with 30 days notice. No refunds for partial months
Representative APR N/A - No credit offeredThis service does not involve credit or financing
Compare Plans
| Features | Essentials | Professional | Elite |
|---|---|---|---|
| Monthly consultation time | |||
| Strategic planning depth | |||
| Support response time | |||
| Progress tracking tools |
Common Questions
Can I change plans anytime?
Absolutely. You can upgrade or downgrade your plan with one billing cycle's notice. Changes take effect at your next billing date
What happens if I miss a consultation?
Life happens — we get it. Missed consultations can be rescheduled within the same billing period with reasonable notice
Do you offer family or couple planning?
Yes, our consultations can include family members or partners as part of your subscription at no additional cost
Ready to transform your financial future?
Join 3474 Australians who've discovered the confidence that comes from having a clear money strategy. Your financial goals are waiting
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