Transparent Pricing for Financial Clarity

Choose the subscription plan that matches your financial planning needs. All plans include personalized consultations, analytical reviews, and ongoing support from our experienced team.

Individual results may vary and success cannot be guaranteed.

Past performance does not guarantee future results.

Essential Planning

Perfect for getting started

$125 /per month
  • Monthly one-on-one consultation (45 minutes)
  • Basic analytical review of your financial situation
  • Email support between sessions
  • Access to planning resources and tools

Service fee: 2.5% on consultation value

All prices include GST

Choose Essential
Most Popular

Comprehensive Planning

Complete financial guidance

$250 /per month
  • Bi-weekly consultations (60 minutes each)
  • Detailed analytical reviews and action plans
  • Priority email and phone support
  • Quarterly financial health assessments
  • Custom goal tracking and progress reports

Service fee: 2.0% on consultation value

All prices include GST

Choose Comprehensive

Executive Planning

For complex financial situations

$425 /per month
  • Weekly consultations with senior advisors (90 minutes)
  • Comprehensive analytical reviews and strategic planning
  • 24/7 priority support and emergency consultations
  • Monthly detailed financial reports and forecasting
  • Specialized planning for complex situations
  • Dedicated account manager and personalized service

Service fee: 1.5% on consultation value

All prices include GST

Choose Executive

Important Pricing Information

All subscriptions can be canceled with 30 days notice

No setup fees or hidden charges — transparent pricing guaranteed

First consultation satisfaction guarantee or money back

Representative APR N/A% Variable

Licensed by ASIC Australian Financial Services License 123456

Accepted Payment Methods

We accept major credit cards, debit cards, and direct bank transfers for your convenience

Frequently Asked Questions

Can I change my subscription plan?

Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll adjust your payment accordingly.

What happens if I'm not satisfied?

We offer a satisfaction guarantee on your first consultation. If you're not completely satisfied, we'll work with you to address your concerns or provide a refund.

Are there any additional fees?

No hidden fees! Our pricing is transparent and includes all consultation time, analytical reviews, and support. The only additional charges would be if you request services outside your plan scope.

Need help choosing the right plan? Our team is here to help you find the perfect fit for your financial planning goals.

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