Choose Your Planning Path

Flexible subscription options designed to match your financial planning needs and budget

Individual results may vary.

Past performance does not guarantee future results.

Essential

Perfect for getting started

$150

per month

  • Monthly 30-minute consultation
  • Email support between sessions
  • Basic financial health check
  • Resource recommendations
  • No detailed analytical reports
Start Essential
Most Popular

Professional

Our comprehensive solution

$250

per month

  • Monthly 60-minute consultation
  • Detailed analytical reviews
  • Personalised action plans
  • Priority email support
  • Quarterly progress reports
Choose Professional

Premium

For complex financial needs

$400

per month

  • Bi-monthly 90-minute sessions
  • Comprehensive analytical reports
  • Multi-scenario planning
  • Direct consultant access
  • Monthly written summaries
  • Annual strategy review
Select Premium

Pricing Information

  • All prices include GST and are charged monthly in advance
  • No setup fees or hidden charges - straightforward monthly subscription
  • Billing occurs on the same date each month from your subscription start date

No credit products offered - subscription service only N/AFixed monthly subscription rates

We do not offer credit products or loans

Licensed by AUSTRAC ID 247893

Have Questions About Our Plans

Our team is happy to help you choose the right subscription level for your financial planning needs

Speak with Consultant

Compare Subscription Features

Features Essential Professional Premium
Consultation Length
Analytical Reports
Email Support
Progress Tracking 30 min Basic Standard
Action Plans