Choose Your Perfect Plan
Transparent pricing for professional financial planning that fits your needs
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with financial planning
No commissions or hidden fees
- Monthly consultation (45 minutes)
- Basic analytical review
- Email support between sessions
- Access to planning resources
- Limited to basic planning topics
Comprehensive Planning
Our most popular choice for serious planners
All-inclusive transparent pricing
- Monthly consultation (60 minutes)
- Comprehensive analytical reviews
- Priority email and phone support
- Advanced planning resources
- Quarterly progress reviews
Premium Planning
Maximum support for complex financial situations
Premium service with full transparency
- Two monthly consultations (60 minutes each)
- Detailed analytical reviews and reports
- Unlimited email and phone support
- Premium planning resources and tools
- Monthly progress reviews
- Priority booking and extended hours access
All prices include GST
Licensed by ASIC Corporate Authorised Representative No. 1234567
Representative APR: N/A - No credit provided% Subscription service - no interest charges apply
Compare All Features
Features | Essential Planning | Comprehensive Planning | Premium Planning |
---|---|---|---|
Monthly consultations | |||
Consultation duration | 45 minutes | 60 minutes | 120 minutes |
Analytical reviews | |||
Email support | |||
Progress reviews |
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect at your next billing cycle, and we'll help you transition smoothly between plans.
What if I need to cancel my subscription?
You can cancel anytime with 30 days notice. There are no cancellation fees, and you'll retain access to services through your current billing period. We're always happy to discuss any concerns before you decide to cancel.
Do you provide specific financial product recommendations?
No, our focus is on financial planning consultations and analytical reviews to help you understand concepts and approaches. We don't sell products or earn commissions — our only revenue comes from subscription fees, keeping our advice unbiased.
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