Choose Your Plan

Professional financial planning made accessible. Select the subscription plan that fits your needs and budget.

Individual results may vary

Past performance does not guarantee future results

Essential

Perfect for getting started with professional financial guidance

$149

per month

  • Monthly financial consultation (45 minutes)
  • Basic budget analysis and review
  • Email support between consultations
  • Access to financial planning resources
  • Advanced analytical reports
  • Priority scheduling

No commission-based product recommendations

GST included in all pricing

Choose Essential
Most Popular

Professional

Comprehensive planning for serious financial growth

$250

per month

  • Bi-weekly consultations (45 minutes each)
  • Comprehensive financial analysis
  • Detailed written reports and recommendations
  • Priority email and phone support
  • Quarterly goal review sessions
  • Weekly check-ins

Commission-free advice guaranteed

GST included in all pricing

Choose Professional

Premium

Maximum support for complex financial situations

$399

per month

  • Weekly consultations (60 minutes each)
  • Advanced analytical modeling
  • Custom financial strategy development
  • 24/7 priority support access
  • Monthly detailed progress reports
  • Unlimited email consultations

Completely independent advice

GST included in all pricing

Choose Premium

Payment Information

Payment Terms

  • Monthly billing on the anniversary of your sign-up date
  • Secure payment processing through Stripe and PayPal
  • Cancel anytime with 30 days notice

Our Fee Structure

  • Subscription fees only — no hidden commissions or kickbacks
  • We never receive payment for recommending specific products
  • Your interests always come first in our recommendations

Representative APR: N/A (subscription service, no lending products offered)

Australian Financial Services License holder - AFSL 234567

Frequently Asked Questions

Can I cancel my subscription anytime?

Yes, you can cancel with 30 days written notice. No cancellation fees apply.

What happens if I miss a scheduled consultation?

We offer flexible rescheduling. Missed appointments can be rescheduled within the same billing period.

Do you provide advice on specific products?

We provide guidance on types of financial products but don't recommend specific providers due to our commission-free approach.

Are there any setup fees?

No setup fees, no joining fees — just your monthly subscription rate.

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