Flexible Financial Planning
Choose the consultation approach that fits your needs and budget
Individual results may vary
Past performance does not guarantee future results
Starter Planning
Perfect for getting started with financial planning
$150
per month
- Quarterly consultations
- Email support
- Basic resource analysis
- Planning worksheets
Commission: 2.5%
Hourly Rate: $180
Professional Planning
Comprehensive monthly consultations and ongoing support
$250
per month
- Monthly consultations
- Unlimited email support
- Detailed analytical reviews
- Priority scheduling
- Resource allocation analysis
Commission: 2.0%
Hourly Rate: $150
Premium Planning
Ultimate planning support with maximum flexibility
$400
per month
- Bi-weekly consultations
- 24/7 support access
- Advanced planning strategies
- Same-day scheduling
- Comprehensive market analysis
- Quarterly progress reviews
Commission: 1.5%
Hourly Rate: $120
Payment Terms and Conditions
GST Information
All prices include GST (Goods and Services Tax) at the current Australian rate of 10%. GST will be itemised separately on your invoice.
Commission Structure
Commission rates apply to certain consultation types and vary by subscription level. All commission rates are clearly disclosed and agreed upon before services commence.
Billing Information
Subscriptions are billed monthly in advance. Your first payment is due upon signup, with subsequent payments processed on the same date each month.
Representative APR 12.9% variable (for payment plans where applicable)
Compare All Features
| Features | Starter Planning | Professional Planning | Premium Planning |
|---|---|---|---|
| Monthly Consultations | |||
| Email Support | Basic | Unlimited | Priority 24/7 |
| Resource Analysis | |||
| Priority Scheduling | |||
| Market Analysis |
Still Have Questions
Our team is here to help you choose the right planning approach
Contact Our Team