Choose Your Planning Approach
Professional financial planning consultations designed to fit your needs and budget — helping you build a stronger financial future
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
Monthly consultations focused on your core financial planning needs and immediate priorities
per month
- 45-minute monthly consultation
- Email support between sessions
- Basic financial goal tracking
- General planning guidance
Comprehensive Planning
Complete financial planning service with detailed analysis and ongoing strategy development
per month
- 60-minute monthly consultation
- Priority email and phone support
- Detailed financial analysis
- Goal tracking and progress reviews
- Market updates and insights
Premium Planning
Premium service with extended consultations and additional strategic planning resources
per month
- 90-minute monthly consultation
- Unlimited support access
- Advanced strategy development
- Quarterly comprehensive reviews
- Priority scheduling flexibility
- Specialized planning resources
Pricing Information
- All prices include GST and are charged monthly in advance
- No setup fees or additional charges - transparent monthly pricing
- Monthly billing with automatic renewal until cancelled
Licensed by ASIC Corporate Authorised Representative 001234567
Representative APR: 0% (no credit extended, monthly payment in advance)
Plan Comparison
| Features | Essential Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation time | |||
| Support access level | |||
| Financial analysis depth | |||
| Additional resources included |
Frequently Asked Questions
Can I change plans or cancel anytime?
Yes, you can upgrade, downgrade, or cancel with 30 days notice. Changes take effect at your next billing cycle.
What happens if I miss a monthly consultation?
We'll work with you to reschedule within the same month when possible, or credit the session to the following month.
Are there any additional fees or charges?
No hidden fees - the monthly subscription covers all consultations and support outlined in your chosen plan.
Ready to Start Planning?
Join 455+ Australians who've improved their financial outcomes through professional monthly consultations
Get Started Today