Transparent Financial Planning Pricing
Choose the subscription plan that matches your financial planning needs with no hidden fees or complicated structures
Individual results may vary based on personal circumstances and implementation of financial planning strategies.
Past performance does not guarantee future results.
Starter Planning
Essential financial planning guidance for individuals beginning their financial journey
$149
per month
- Monthly financial consultation (up to 1 hour)
- Basic resource allocation review
- Goal setting and planning framework
- Email support and basic documentation
- Limited to standard planning topics
No commission fees on recommendations
All prices include GST
Professional Planning
Comprehensive financial planning service with unlimited consultations and detailed analysis
$250
per month
- Unlimited monthly consultations and support
- Comprehensive resource allocation analysis
- Detailed strategic planning framework
- Priority email and phone support
- Quarterly financial review sessions
- Custom planning documentation and reports
No commission fees on any recommendations
All prices include GST
Executive Planning
Premium financial planning service with dedicated advisor and advanced strategies
$399
per month
- Dedicated senior financial advisor assigned
- Advanced resource optimization strategies
- Complex financial situation management
- 24/7 priority support and consultation access
- Monthly detailed financial reports and analysis
- Estate and succession planning guidance
- Tax planning coordination with professionals
No commission fees, fully transparent pricing
All prices include GST
Pricing Information and Terms
Fee Structure Transparency
All our pricing is subscription-based with no hidden commissions, kickbacks, or undisclosed fees. You pay only the monthly subscription fee with complete transparency about all costs.
Tax and GST Information
All subscription prices include Australian Goods and Services Tax (GST) at the current rate. International clients may be subject to different tax treatment based on their jurisdiction.
All prices include GST
Payment Terms and Conditions
Monthly subscriptions are billed in advance on your signup date each month. Payment is required to maintain active service, and accounts may be suspended for non-payment after 7 days past due.
Representative APR for payment plans 12.9% APR variable% APR may vary based on payment method and term selected
APR applies only to extended payment arrangements and not to standard monthly subscriptions
Licensed by ASIC Australian Financial Services License 234567
All pricing complies with Australian Consumer Law and ASIC financial services pricing disclosure requirements. Past performance does not guarantee future results. Individual results may vary.
Common Pricing Questions
Can I cancel my subscription at any time?
Yes, you can cancel with 30 days written notice. There are no cancellation fees, and you'll continue to receive service through the end of your current billing period.
Are there any setup fees or hidden costs?
No, there are no setup fees, activation costs, or hidden charges. You pay only the monthly subscription fee, which includes all listed features and services.
Can I change plans during my subscription?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll prorate any price differences fairly.
Ready to Start Your Financial Journey?
Join 4135+ clients who've transformed their financial future through our professional planning service. Choose your plan and begin your journey toward financial clarity and growth.
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