Subscription Pricing
Choose the perfect financial planning subscription to accelerate your wealth building journey with professional guidance and proven strategies.
Individual results may vary based on market conditions, investment choices, and personal circumstances.
Past performance does not guarantee future results.
Starter Plan
Essential financial planning for new investors
Billed monthly, GST included
- Monthly portfolio review
- Basic investment recommendations
- Email support
- Educational resources
Professional Plan
Comprehensive financial planning subscription
Billed monthly, GST included
- Weekly portfolio monitoring
- Personalized investment strategies
- Phone and email support
- Tax optimization guidance
- Quarterly performance reviews
Premium Plan
Advanced wealth management for serious investors
Billed monthly, GST included
- Daily portfolio oversight
- Advanced investment research
- Priority support access
- Estate planning guidance
- Alternative investment options
- Dedicated advisor relationship
Pricing Details
- All plans include 10% GST as required by Australian tax law
- Subscription fees are charged monthly in advance
- GST included in all advertised prices
Payment Processing
Payment processing fees and commissions:
- • Credit card processing fee: 2.9% + $0.30 per transaction
- • Bank transfer: No additional fees
- • International payments: 3.5% currency conversion fee
Representative APR: N/A (subscription service, not credit product)
Licensed by Australian Securities and Investments Commission (ASIC) AFSL 485355
All fees clearly disclosed in accordance with Australian Consumer Law
Frequently Asked Questions
How does the subscription service work?
Our monthly subscription provides ongoing access to financial planning advice, portfolio monitoring, and investment recommendations tailored to your goals.
Can I cancel my subscription anytime?
Yes, you can cancel with 30 days' notice. No cancellation fees apply, and you'll retain access until your current billing period ends.
What qualifications do your advisors have?
All advisors hold relevant financial planning qualifications and are licensed by ASIC to provide financial advice in Australia.
Need help choosing the right plan for your financial goals?
Contact Sales