Subscription Plans for Financial Consultation
Choose the consultation level that matches your financial planning needs and get professional guidance to achieve your goals.
Individual results may vary.
Past performance does not guarantee future results.
Essential Consultation
Perfect for individuals starting their financial planning journey who need foundational guidance and support.
Billed monthly, cancel anytime
- Monthly consultation session
- Basic financial planning review
- Goal-setting guidance
- Email support between sessions
Professional Consultation
Comprehensive consultation package for serious financial planners who want detailed guidance and ongoing support.
Billed monthly, includes priority scheduling
- Bi-weekly consultation sessions
- Comprehensive financial analysis
- Advanced planning strategies
- Priority email and phone support
- Quarterly progress reviews
Premium Consultation
Ultimate consultation experience for high-net-worth individuals requiring sophisticated financial planning guidance.
Billed monthly, includes concierge service
- Weekly consultation access
- Complex financial structuring guidance
- Tax optimization strategies
- Dedicated consultant relationship
- Monthly written progress reports
- Emergency consultation availability
Important Pricing Information
- All prices include applicable GST where required by Australian tax law
- We may receive referral fees from recommended service providers, which does not affect your consultation costs
- We accept major credit cards, bank transfers, and direct debit payment methods
Licensed by ASIC ACL 847329
No credit or financing offered - all payments are subscription fees for consultation services N/A - No credit products offeredPast performance does not guarantee future results. Individual consultation outcomes may vary.
Compare Consultation Plans
| Features Included | Essential Consultation | Professional Consultation | Premium Consultation |
|---|---|---|---|
| Monthly consultation sessions | |||
| Email support access | |||
| Financial planning reviews | |||
| Goal-setting guidance | |||
| Advanced strategy discussions | 1 session | 2 sessions | 4 sessions |
Pricing Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your consultation plan with one billing cycle notice. Changes take effect at your next billing date, ensuring continuity of service.
What happens if I miss a consultation session?
Missed sessions can usually be rescheduled within the same billing period. We understand that schedules change and work to accommodate your needs while maintaining service quality.
Are there any setup fees or contracts?
No setup fees or long-term contracts are required. Our subscription model provides flexibility with month-to-month billing and the ability to cancel with appropriate notice.
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