Simple Subscription Plans
Choose the financial planning subscription that fits your goals and budget. All plans include personalised consultations and ongoing support.
Individual results may vary significantly based on personal circumstances
Past performance does not guarantee future results
Starter Plan
Perfect for financial planning beginners
per month
- Monthly 30-minute consultation
- Basic budgeting framework setup
- Goal setting and tracking tools
- Email support between sessions
Monthly subscription fee, cancel anytime
No hidden fees or commissions
Complete Plan
Comprehensive financial planning and guidance
per month
- Monthly 45-minute consultation
- Detailed budget analysis and optimization
- Multiple goal tracking and planning
- Priority email and phone support
- Quarterly financial health reviews
Monthly subscription fee, flexible terms
Transparent pricing, no commission-based recommendations
Premium Plan
Advanced planning for complex financial situations
per month
- Monthly 60-minute consultation
- Advanced financial scenario modeling
- Tax planning consultation support
- Unlimited email and phone support
- Monthly written progress reports
- Access to specialist consultations
Monthly subscription fee, premium service level
Fee-only structure with complete transparency
Payment Information
GST and Tax Information
All subscription prices are inclusive of applicable Goods and Services Tax (GST) as required by Australian tax law
Current GST rate of 10% is included in all displayed prices
Fee Structure Transparency
We operate on a fee-only basis and do not receive commissions from financial product providers
This ensures our advice remains independent and focused on your best interests
Representative APR N/A% Not applicable for subscription services
Common Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect from your next billing cycle, and we'll prorate any differences in pricing.
What's included in my consultation time?
Your consultation time includes budget review, goal progress discussion, financial planning guidance, and answering your money management questions. We focus on practical advice you can implement immediately.
How do I cancel my subscription?
You can cancel anytime with 30 days notice by contacting us directly. There are no cancellation fees, and you'll retain access to services through your final billing period.
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