Choose Your Planning Subscription
Professional financial guidance that fits your needs
Individual results may vary based on personal circumstances, market conditions, and adherence to recommended strategies.
Past performance does not guarantee future results.
Starter Planning
Perfect for those beginning their financial journey
- Monthly consultation session
- Basic financial assessment
- Goal setting and tracking
- Email support
- No priority scheduling
- No detailed analysis reports
Professional Planning
Comprehensive guidance for serious planners
- Bi-weekly consultation sessions
- Detailed financial analysis
- Advanced strategy development
- Priority phone and email support
- Quarterly progress reports
- Access to planning resources
Executive Planning
Premium service for complex financial situations
- Weekly consultation sessions
- Comprehensive financial modeling
- Multi-generational planning
- 24/7 priority support
- Monthly detailed reports
- Exclusive planning tools access
Pricing Details
- • All subscriptions require a minimum 3-month commitment
- • Subscriptions auto-renew monthly unless cancelled with 30 days notice
- • First consultation must be scheduled within 14 days of subscription start
- • All prices include GST where applicable
Licensed by ASIC ACN 382947
Payment Terms
Monthly subscriptions are billed in advance on the same date each month. Payment is due within 7 days of invoice date.
We operate on a fee-for-service basis and do not receive commissions from financial product providers.
Billing cycles run from the subscription start date and continue monthly until cancelled.
We accept major credit cards, bank transfers, and direct debit arrangements for payment.
Additional Services
Document Review
Professional review of financial documents and contracts
$75 per hour
Tax Planning Session
Specialized consultation focused on tax optimization strategies
$120 per session
Estate Planning Review
Comprehensive review of estate planning documents and strategies
$200 per review
Insurance Analysis
Detailed analysis of current insurance coverage and recommendations
$100 per analysis
Frequently Asked Questions
Can I change my subscription plan
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the next billing cycle, and we'll adjust your first payment accordingly.
What happens if I cancel my subscription
You can cancel anytime with 30 days notice. You'll continue to receive services until the end of your current billing period, after which access will be discontinued.
Are there any setup fees or hidden costs
No setup fees or hidden costs. The monthly subscription price covers all included services. Additional services are clearly priced separately and require your explicit approval.
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