Subscription Pricing
Choose the financial planning service that matches your investment goals and portfolio size
Starter Plan
Essential financial guidance for new investors
per month
- Basic portfolio review
- Quarterly consultations
- Email support
- Market updates
Professional Plan
Comprehensive planning for serious investors
per month
- Custom investment strategy
- Monthly consultations
- Priority phone support
- Advanced portfolio analysis
- Tax optimization advice
Premium Plan
Full-service wealth management
per month
- Dedicated advisor
- Weekly check-ins
- 24/7 support access
- Complete financial planning
- Estate planning guidance
- Exclusive market insights
Important Pricing Information
All prices include GST where applicable
No hidden commissions or transaction fees
Licensed by ASIC - Australian Financial Services Licence No. 445566
Individual results may vary.
Past performance does not guarantee future results.
Representative APR N/A - subscription serviceSubscription fees are fixed monthly amounts
Feature Comparison
| Feature | Starter Plan | Professional Plan | Premium Plan |
|---|---|---|---|
| Portfolio Reviews | Quarterly | Monthly | Weekly |
| Personal Consultations | Quarterly | Monthly | Weekly |
| Support Level | Phone & Email | 24/7 Access | |
| Investment Research | |||
| Tax Planning |
Frequently Asked Questions
How does the monthly subscription work?
Your subscription provides ongoing access to financial planning services, including consultations, portfolio reviews, and market insights. Billing occurs monthly and you can cancel anytime with 30 days notice.
What qualifications do your advisors have?
All our advisors hold relevant Australian qualifications including Certified Financial Planner (CFP) or equivalent credentials, plus ongoing professional development to maintain licensing requirements.
Can I change plans or cancel my subscription?
Yes, you can upgrade or downgrade your plan at any time. Cancellation requires 30 days written notice, and you'll continue to receive services until the end of your billing period.
Ready to Start Building Wealth?
Choose your plan and begin working with experienced financial advisors to optimize your investment strategy.
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