Choose Your Financial Planning Subscription

Transparent pricing for professional financial consultation services with ongoing analytical support

Individual results may vary based on personal circumstances, market conditions and adherence to discussed strategies

Past performance does not guarantee future results

Basic Consultation

Essential financial planning discussions

$150

per month

  • Monthly consultation session
  • Basic analytical review
  • Email support
  • Resource allocation guidance
  • Limited planning scope

Advisory Fee: 1.5% of reviewed assets annually

Additional Consultation Rate: $180 per hour

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Most Popular

Complete Planning

Comprehensive financial planning solution

$250

per month

  • Unlimited monthly consultations
  • Detailed analytical reviews
  • Priority email and phone support
  • Comprehensive planning discussions
  • Market analysis insights

Advisory Fee: 1.25% of reviewed assets annually

Additional Consultation Rate: $160 per hour

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Premium Advisory

Elite financial planning with dedicated support

$400

per month

  • Unlimited consultations and reviews
  • Advanced analytical frameworks
  • Dedicated planning specialist
  • Quarterly strategy sessions
  • Priority access to events
  • Custom planning methodologies

Advisory Fee: 1% of reviewed assets annually

Additional Consultation Rate: $140 per hour

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Pricing Details

All prices include GST where applicable under Australian tax law

Advisory fees are calculated annually based on assets under review and billed monthly

Subscriptions are billed monthly in advance with 30-day money-back guarantee

Cancel anytime with one month's notice. No cancellation fees apply

Compare All Features

Features Basic Consultation Complete Planning Premium Advisory
Monthly consultation sessions
Analytical review depth
Support responsiveness
Planning scope Basic Comprehensive Premium

Questions About Pricing

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