Consultation Pricing Plans
Choose the financial planning consultation package that best fits your needs and budget. All plans include personalized guidance and ongoing support.
Individual results may vary based on personal circumstances, market conditions, and implementation of recommendations
Past performance does not guarantee future results
Essential Planning
per month
- Monthly consultation session (60 minutes)
- Budget analysis and recommendations
- Goal setting and tracking support
- Email support for follow-up questions
Service Fee:: 1.2% of managed assets
Additional Hours:: $180 per hour
Professional Planning
per month
- Bi-weekly consultation sessions (60 minutes each)
- Comprehensive financial analysis
- Market trend reports and insights
- Priority email and phone support
- Quarterly progress review meetings
Service Fee:: 1.0% of managed assets
Additional Hours:: $160 per hour
Executive Planning
per month
- Weekly consultation availability
- Advanced strategic planning
- Tax optimization strategies
- Estate planning guidance
- 24/7 priority support access
- Custom financial modeling
Service Fee:: 0.8% of managed assets
Additional Hours:: $140 per hour
Payment Information
GST Information
All prices include Australian Goods and Services Tax (GST) where applicable.
Current GST rate of 10% is included in all displayed prices
Service Fee Structure
In addition to monthly subscription fees, we charge a percentage-based service fee for asset management guidance.
Service fees are calculated monthly based on the total value of assets under review and charged separately from subscription fees.
Representative APR for financed services: 8.9% APR (variable)APR may vary based on individual circumstances and creditworthiness
Frequently Asked Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your plan with 7 days' notice. Changes take effect at the next billing cycle.
Are there any setup fees?
No setup fees apply to any of our consultation plans. You only pay the monthly subscription fee and applicable service fees.
What happens if I cancel my subscription?
You can cancel anytime with 30 days' notice. You'll continue to have access to services until the end of your current billing period.
Do you offer refunds?
We do not offer refunds for services already provided, but you can cancel future billing at any time.
Ready to start your financial planning journey? Choose the plan that works best for your situation and get started today.
Contact Us