Simple Financial Planning That Works
Choose the subscription plan that fits your financial goals — transparent pricing, no hidden fees, cancel anytime.
Essential Planning
Perfect for getting started with financial planning fundamentals
$180
per month
- Monthly 45-minute consultation session
- Basic budgeting and expense analysis
- Email support for quick questions
- Access to planning templates and worksheets
- Financial goal setting and progress tracking
Comprehensive Planning
Our flagship service for serious financial planning
$250
per month
- Monthly 60-minute in-depth consultation
- Comprehensive financial analysis and recommendations
- Priority email support between sessions
- Custom planning templates and action plans
- Tax optimization strategies and guidance
- Quarterly progress reviews and adjustments
Premium Advisory
Maximum support for complex financial situations
$350
per month
- Two monthly consultation sessions (60 minutes each)
- Advanced planning strategies and implementation support
- Unlimited email and phone support during business hours
- Personalized planning documents and recommendations
- Estate planning guidance and coordination
- Business financial planning for entrepreneurs
- Annual comprehensive financial review and strategy update
Pricing Information
All prices include GST where applicable
No setup fees or hidden charges — monthly subscription only
Representative APR for payment plans: 0.0% (No financing offered - monthly payments only)
Licensed by Australian Securities and Investments Commission (ASIC) AFS License 123456
Important Information
Individual results may vary.
Past performance does not guarantee future results.
Optional Add-On Services
One-Time Financial Health Assessment
Comprehensive analysis of your current financial situation with detailed recommendations
$150
Annual Financial Plan Document
Professional written financial plan document summarizing your strategy and goals
$200
Frequently Asked Questions
Can I change plans at any time?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle.
What happens if I miss a scheduled consultation?
We understand life happens! You can reschedule with 24 hours notice. Same-day cancellations may forfeit that month's session.
Is there a minimum commitment period?
No long-term contracts required. You can cancel anytime with 30 days written notice. We believe in earning your business every month.
Ready to Transform Your Financial Future?
Join over 2122 Australians who've taken control of their finances with our proven planning approach. Start your journey today and see the difference professional guidance makes.
Contact Us Today