Transparent Subscription Plans
Choose the financial planning approach that fits your needs
Individual results may vary based on personal circumstances, market conditions, and other factors
Past performance does not guarantee future results
Essential Planning
Foundation financial guidance
per month
- Monthly consultation session
- Basic financial assessment
- Email support between sessions
- Resource planning guidance
Monthly subscription fee, no setup costs
No commission-based sales or product recommendations
Comprehensive Planning
Complete financial analysis and guidance
per month
- Extended monthly consultation sessions
- Comprehensive financial analysis
- Detailed analytical reviews
- Priority email and phone support
- Customised planning recommendations
Monthly subscription with comprehensive service inclusion
Independent advice with no product sales commissions
Premium Planning
Advanced planning with dedicated support
per month
- Bi-weekly consultation availability
- Advanced analytical review process
- Comprehensive tax planning considerations
- Estate planning discussions
- Dedicated support between sessions
- Quarterly comprehensive plan review
Premium monthly subscription with enhanced service levels
Premium independent advice without sales pressure
Payment and Fee Information
Commission Structure
Unlike traditional financial advisors, we do not receive commissions from financial products or institutions
- • Our income comes solely from your subscription fee
- • We do not sell financial products or receive referral fees
- • This ensures our advice remains independent and aligned with your interests
Tax and GST Information
All subscription prices include GST where applicable under Australian tax law
GST is calculated at the standard rate of 10% and included in displayed prices
GST treatment may vary based on your specific circumstances and location
Additional Financial Information
No credit products offered - subscription payments only. Representative example N/A - subscription service only% Subscription rates are fixed monthly amounts, not variable interest rates
Important Pricing Notes
- Subscription fees are billed monthly in advance via secure payment processing
- You may cancel your subscription at any time with 30 days notice
- No lock-in contracts or minimum subscription periods required
- Past performance does not guarantee future results in financial planning outcomes
Frequently Asked Questions
Can I change my subscription plan
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect at your next billing cycle
Are there any setup fees or hidden costs
No, there are no setup fees, cancellation charges, or hidden costs. You pay only your monthly subscription fee
How do I cancel my subscription
You can cancel anytime by providing 30 days written notice. Your service continues until the end of your notice period
Ready to Start Planning
Choose your subscription plan and begin your journey toward better financial clarity and confidence
Contact Us Today