Choose Your Financial Planning Package
Professional investment guidance tailored to your wealth-building goals
Individual results may vary based on market conditions, investment timing, and personal circumstances.
Past performance does not guarantee future results.
Essential Plan
Perfect for beginning investors
$250
per month
- Monthly portfolio review and rebalancing
- Basic investment research and recommendations
- Email support during business hours
- Access to educational resources and market updates
No additional transaction fees
All prices include GST
Professional Plan
Comprehensive wealth management solution
$250
per month
- Weekly portfolio monitoring and adjustments
- Advanced investment research and market analysis
- Priority phone and email support
- Quarterly strategy review meetings
- Tax optimization strategies and planning
Reduced brokerage fees on transactions
All prices include GST
Premium Plan
Elite service for serious investors
$250
per month
- Daily portfolio monitoring and real-time alerts
- Exclusive investment opportunities and research
- Dedicated advisor and 24/7 support access
- Monthly one-on-one strategy consultations
- Estate planning and succession advice
- Access to private investment opportunities
Zero brokerage fees on all transactions
All prices include GST
Representative APR varies based on investment products selected. All fees include GST. Minimum 12-month commitment required.
Australian Financial Services Licence (AFSL) 743863
Compare All Features
| Feature | Essential Plan | Professional Plan | Premium Plan |
|---|---|---|---|
| Monthly Reports | |||
| Support Response Time | 24-48 hours | 4-8 hours | Immediate |
| Strategy Reviews | |||
| Tax Planning | |||
| Investment Minimum |
Have Questions About Our Plans?
Our financial planning experts are here to help you choose the right package for your investment goals and financial situation.
Contact Advisor