Choose Your Planning Package
Transparent pricing for professional financial guidance. Choose the subscription level that matches your planning needs and financial goals.
Individual results may vary significantly based on personal circumstances, commitment, and market conditions.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with structured financial planning and building healthy money habits.
No commission fees
- Monthly 30-minute consultation sessions
- Basic budgeting and expense tracking guidance
- Email support between sessions
- Access to planning resources and templates
- Advanced planning strategies
- Debt restructuring consultation
Complete Planning
Comprehensive financial planning with personalised strategies and ongoing support for serious planners.
No commission fees
- Monthly 60-minute comprehensive consultation sessions
- Personalised financial strategy development and review
- Debt management and restructuring guidance
- Goal tracking and progress monitoring tools
- Priority email and phone support access
- Quarterly detailed financial health assessments
Executive Planning
Premium service for complex financial situations requiring sophisticated planning and frequent consultation access.
No commission fees
- Unlimited consultation sessions throughout the month
- Advanced planning for complex financial structures
- Tax planning strategies and coordination with professionals
- Business financial planning integration services
- Same-day response guarantee for urgent queries
- Comprehensive annual financial planning review
- Direct access to senior financial planning specialists
Important Pricing Information
All prices include GST where applicable under Australian tax law.
We do not charge commissions on any recommended financial products or services.
Monthly subscriptions are billed in advance on the same date each month.
Licensed by ASIC ACN 847329
Credit and Financing Information
For customers requiring payment plans or financing options: Representative APR available from 8.9% to 24.9% depending on credit assessment% Rates are variable and subject to credit approval and current market conditions.
Repayment terms range from 12 to 60 months. Early repayment options available without penalty fees.
Pricing Questions and Answers
Can I switch between plans during my subscription?
Yes, you can upgrade or downgrade your plan with 7 days notice. Changes take effect at the start of your next billing cycle, and we'll prorate any differences in cost.
Are there any setup fees or cancellation charges?
No setup fees or cancellation charges apply. You can cancel your subscription at any time with 30 days written notice, and service continues until the end of your current billing period.
What payment methods do you accept?
We accept all major credit cards, direct debit from Australian bank accounts, and PayPal payments. All transactions are processed securely through encrypted payment systems.
Do you offer any money-back guarantees?
Yes, we offer a 30-day satisfaction guarantee. If you're not completely satisfied with your first month of service, we'll refund your initial subscription fee. Individual results may vary.
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