Transparent Pricing for Financial Planning
Choose the consultation level that fits your needs. All plans include personalized analysis, ongoing support, and no hidden fees.
Individual results may vary significantly based on personal circumstances, market conditions, and implementation of recommendations.
Past performance does not guarantee future results.
Essential Planning
$150
per month
Perfect for individuals starting their financial planning journey who need basic guidance and periodic consultations.
- Monthly 30-minute consultation
- Basic financial analysis
- Email support
- Quarterly plan review
- Advanced modeling not included
- Priority scheduling not available
Complete Planning
$250
per month
Comprehensive financial planning with unlimited consultations and priority support for serious financial goal achievement.
- Unlimited monthly consultations
- Comprehensive financial analysis
- Priority email and phone support
- Monthly plan adjustments
- Advanced scenario planning
- Detailed progress tracking
Executive Planning
$400
per month
Premium service for high-net-worth individuals requiring sophisticated planning strategies and immediate access to expertise.
- Unlimited consultations with same-day scheduling
- Advanced financial modeling and analysis
- 24/7 priority support access
- Weekly plan reviews and adjustments
- Complex scenario analysis
- Tax optimization strategies
- Estate planning coordination
Pricing Information
- All prices include GST
- No setup fees or hidden charges
- Billed monthly with 30-day cancellation notice
- Cancel anytime with one month notice
Licensed by ASIC AFSL 123456
Representative APR N/A% Fixed monthly pricing - no variable rates apply
Compare Planning Options
| Features | Essential Planning | Complete Planning | Executive Planning |
|---|---|---|---|
| Monthly consultation time | |||
| Financial analysis depth | |||
| Support response time | |||
| Plan review frequency | |||
| Advanced modeling | |||
| Priority scheduling | Standard | Priority | Immediate |
Pricing Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with one month notice. Changes take effect at the next billing cycle.
What payment methods do you accept?
We accept all major credit cards, debit cards, and bank transfers. All payments are processed securely through encrypted systems.
Are there any setup or cancellation fees?
No setup fees, cancellation fees, or hidden charges. You pay only the monthly subscription fee for your chosen plan.
Ready to start planning?
Choose your plan and begin building financial confidence with personalized strategies that actually work for your situation.
Contact Us