Choose Your Financial Planning Subscription
Transparent pricing, comprehensive service. One monthly fee covers all your financial planning needs with no hidden costs or long-term contracts.
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential Plan
Perfect for getting started
$199
per month
What's included:
- Monthly consultation (30 minutes)
- Basic financial analysis
- Email support
- Goal-setting guidance
Professional Plan
Our comprehensive service
$250
per month
Everything in Essential plus:
- Extended consultation (60 minutes)
- Comprehensive analysis
- Phone and email support
- Personalized action plans
- Priority scheduling
Premium Plan
For complex financial needs
$399
per month
Everything in Professional plus:
- Unlimited consultation time
- Advanced analysis tools
- 24/7 support access
- Quarterly strategy reviews
- Tax planning guidance
- Estate planning consultation
Pricing Details
All prices include GST
No setup fees or hidden charges
Billed monthly, cancel anytime
Representative APR: N/A (subscription service, not credit product) N/A% Subscription fees are fixed monthly rates
Licensed by ASIC - Australian Financial Services License No. 234567
Compare Our Plans
| Features | Essential Plan | Professional Plan | Premium Plan |
|---|---|---|---|
| Monthly consultations | |||
| Financial analysis depth | |||
| Support channels | |||
| Response time | |||
| Additional services | 30 min / 60 min / Unlimited | Basic / Comprehensive / Advanced | Email / Email + Phone / 24/7 Access |
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle with no penalties or fees.
Are there any setup fees?
No setup fees, activation charges, or hidden costs. The monthly subscription fee covers all included services.
What if I need to cancel?
Cancel anytime with no penalties. Your service continues until the end of your current billing period. No refunds for partial months.
Ready to Transform Your Financial Future?
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