Professional Financial Planning Subscription
Choose the consultation level that matches your needs. All plans include unlimited access to our analytical reviews and professional guidance throughout your subscription period.
Individual results may vary significantly based on personal circumstances, market conditions, and implementation of discussed concepts.
Past performance does not guarantee future results.
Essential Consultation
$180
per month
Perfect for individuals seeking regular financial guidance and basic analytical reviews of their financial situation.
- Monthly one-on-one consultations (up to 2 sessions)
- Basic financial situation analysis
- Email support within business hours
- Advanced analytical reports not included
- Priority scheduling not available
Professional Planning
$250
per month
Comprehensive financial consultations with detailed analytical reviews and priority support for serious planners.
- Unlimited monthly consultations
- Comprehensive financial analysis reports
- Priority scheduling and support
- Quarterly financial progress reviews
- Goal tracking and milestone planning
Executive Advisory
$385
per month
Highest level of service with dedicated advisory support, complex financial analysis, and immediate access to senior consultants.
- Dedicated senior consultant assigned
- Complex financial scenario modeling
- Same-day response guarantee
- Monthly detailed progress reports
- Tax planning consultation sessions
- Estate planning discussion sessions
Important Pricing Information
All prices include GST (10%) and applicable fees
No additional commission or hidden charges apply
Monthly billing, cancel anytime with 30 days' notice
No long-term contracts or cancellation penalties
Licensed by ASIC AFS 847329
Additional Services
One-Time Consultation
Not ready for a subscription? Book individual consultation sessions for specific financial questions or project-based reviews.
$120 per hour
Book SessionCustom Business Package
Tailored solutions for small business owners and entrepreneurs requiring specialized financial planning and business analysis services.
Pricing varies based on requirements
Get QuoteRepresentative example: Monthly subscription $250, annual cost $3,000. No interest charges apply.
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect on your next billing cycle.
Is there a minimum commitment period?
No minimum commitment required. You can cancel your subscription anytime with 30 days' written notice.
What payment methods do you accept?
We accept major credit cards, direct debit, and bank transfers. All payments are processed securely through encrypted systems.
Are there any setup or cancellation fees?
No setup fees or cancellation penalties apply. You only pay the monthly subscription fee for the plan you choose.