Professional Financial Planning Services
Choose the consultation approach that fits your needs and timeline
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals seeking focused financial guidance on specific topics or goals
per session
- 60-minute one-on-one consultation
- Written summary and recommendations
- Follow-up email support for 7 days
- Basic budgeting analysis and guidance
- No ongoing monthly support
Monthly Planning
Comprehensive ongoing financial planning with monthly consultations and continuous support
per month
- Monthly 90-minute consultation sessions
- Detailed written planning reports
- Email support between sessions
- Comprehensive budget analysis and optimization
- Goal tracking and progress monitoring
Premium Advisory
Intensive financial planning for complex situations requiring frequent guidance and support
per month
- Bi-weekly 60-minute consultation sessions
- Comprehensive financial planning documentation
- Priority email and phone support
- Advanced analysis and scenario modeling
- Quarterly comprehensive review sessions
- Direct access to senior planning specialists
Important Pricing Information
- All prices include applicable GST and taxes as required by Australian law.
- We operate on a transparent fee-for-service model with no hidden commissions or product sales.
- Payments are processed securely through encrypted payment systems with industry-standard protection.
For any payment plans or financing arrangements, representative APR information will be provided before agreement. Representative APR: Variable rate based on individual circumstances and payment terms selected.% APR rates are variable and subject to change based on market conditions and individual qualifications.
Licensed by AFSL 847329
Service Comparison Overview
| Features | Essential Planning | Monthly Planning | Premium Advisory |
|---|---|---|---|
| Session Duration | |||
| Written Documentation | |||
| Email Support | |||
| Session Frequency | 60 minutes | 90 minutes | 60 minutes |
| Advanced Analysis | Basic summary | Detailed reports | Comprehensive documentation |
Pricing Questions and Answers
Can I change plans or cancel my subscription?
Yes, you can upgrade, downgrade, or cancel your subscription at any time with 30 days' written notice. Changes take effect at the start of your next billing cycle. There are no cancellation fees, but we do not provide refunds for partial months of service.
What payment methods do you accept?
We accept all major credit cards, bank transfers, and direct debit arrangements for monthly subscriptions. All payments are processed securely through encrypted payment systems, and you'll receive email confirmations for all transactions.
Are there any additional fees or hidden costs?
No, our pricing is transparent and includes all consultation services as described. The only additional costs would be if you specifically request services outside the scope of our standard offerings, which would be clearly communicated and agreed upon in advance.
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