Simple, Transparent Pricing
Choose the consultation frequency that works best for your financial planning needs
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Basic Plan
Monthly consultations for straightforward financial planning needs
- One 60-minute consultation monthly
- Email support between sessions
- Basic planning resources
- Market update summaries
Professional Plan
Enhanced planning support with additional resources and priority scheduling
- Two 60-minute consultations monthly
- Priority email and phone support
- Comprehensive planning toolkit
- Detailed market analysis reports
- Quarterly progress reviews
Premium Plan
Comprehensive planning support with unlimited consultations and dedicated advisor access
- Unlimited consultation sessions
- Dedicated advisor relationship
- Advanced planning strategies
- Weekly market insights
- Tax planning coordination
- Estate planning guidance
Pricing Details
All prices include GST where applicable
No setup fees or hidden charges apply to any plan
Monthly subscription billing with no interest charges
Licensed Financial Services Provider - AFSL 123456
Additional Services
Document Review
Comprehensive review of financial documents and contracts
Tax Planning Session
Specialized consultation focused on tax optimization strategies
Frequently Asked Questions
Can I change plans at any time?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at the next billing cycle.
What happens if I miss a consultation?
Missed consultations can be rescheduled within the same month subject to availability. Unused sessions don't roll over to the following month.
Is there a minimum commitment period?
No long-term contracts required. You can cancel your subscription at any time with 30 days written notice.
Ready to Start Planning?
Choose your plan and schedule your first consultation today. Join over 3751 clients who trust us with their financial planning needs.
Contact Us