Professional Financial Planning Services

Choose the level of support that matches your financial planning needs

Individual results may vary.

Past performance does not guarantee future results.

Essential Plan

Perfect for individuals starting their financial planning journey

$150

One-time consultation

  • 90-minute initial consultation
  • Financial situation assessment
  • Written recommendations report
  • Email support for 30 days
  • No ongoing support
  • Limited follow-up sessions
Get Started

No additional fees. Price includes GST.

Most Popular

Professional Plan

Comprehensive ongoing financial planning and guidance

$250

per month

  • Monthly consultation sessions (up to 2 hours)
  • Comprehensive financial analysis
  • Ongoing strategy adjustments
  • Priority email and phone support
  • Quarterly progress reviews
  • Access to planning resources
Get Started

Monthly subscription. Cancel anytime. Price includes GST.

Premium Service

Full-service financial planning with dedicated personal attention

$450

per month

  • Unlimited consultation time
  • Dedicated financial consultant
  • Comprehensive annual review
  • Direct phone line access
  • Family financial planning
  • Tax planning coordination
  • Estate planning consultation
Get Started

Monthly subscription with premium support. Price includes GST.

All prices include GST and applicable taxes

Licensed by ASIC AFS 847329

Additional Services

Specialized Tax Review

Comprehensive analysis of your tax situation with optimization recommendations

$200

Learn More

Estate Planning Consultation

Professional guidance on estate planning structures and succession strategies

$300

Learn More

Representative APR: N/A% No credit or lending services offered

Frequently Asked Questions

Can I change my plan anytime?

Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the next billing cycle.

What payment methods do you accept?

We accept all major credit cards, PayPal, and bank transfers for your convenience.

Is there a long-term commitment required?

No, our monthly plans can be cancelled at any time with 30 days notice. No long-term contracts required.

Need Something Different?

Every financial situation is unique. If our standard plans don't match your needs, we can create a customized solution.

Discuss Custom Options