Investment Planning Pricing
Choose the financial planning service that fits your wealth building goals
Individual results may vary based on market conditions and personal financial situations.
Past performance does not guarantee future results.
Starter Plan
Perfect for new investors
per month (inc. GST)
- Basic portfolio analysis
- Quarterly investment reviews
- Email support
- Investment education resources
- Goal-setting guidance
Professional Plan
Comprehensive financial planning
per month (inc. GST)
- Full portfolio management
- Monthly strategy reviews
- Phone and email support
- Tax optimization strategies
- Retirement planning
Premium Plan
Advanced wealth management
per month (inc. GST)
- Dedicated financial advisor
- Weekly portfolio updates
- Priority support
- Estate planning guidance
- Alternative investments
Pricing Details
All prices include GST at 10%
No additional commissions or hidden fees
Monthly billing via credit card or direct debit
Representative APR: N/A (subscription service, not credit product)
Authorized by ASIC AFS License 183255
Frequently Asked Questions
What's included in the monthly subscription?
Your subscription includes personalized investment advice, portfolio monitoring, regular reviews, and ongoing support from qualified financial advisors.
How often will I receive investment updates?
You'll receive monthly portfolio performance reports and quarterly strategy reviews, with additional updates as market conditions warrant.
Can I cancel my subscription anytime?
Yes, you can cancel with 30 days notice. We'll help with portfolio transitions and provide final recommendations.
Are there any additional fees?
No hidden fees. The monthly subscription covers all advisory services. You'll only pay separate fees for transactions through your chosen investment platform.
Still have questions?
Contact Support