Simple, Transparent Pricing
Choose the plan that best fits your investment goals and experience level
Important Financial Services Notice
Individual results may vary significantly based on market conditions, timing, and personal circumstances.
Past performance does not guarantee future results and investment values may fall as well as rise.
Starter Plan
Perfect for new investors
Essential investment guidance for those beginning their wealth building journey
- Monthly portfolio review
- Basic market analysis reports
- Email support
- Educational resources access
- No phone consultations
- Limited research depth
Professional Plan
Our comprehensive advisory service
Complete financial planning with personalized investment strategies and ongoing support
- Weekly portfolio optimization
- Comprehensive market research
- Monthly advisor consultations
- Advanced analytical tools
- Priority customer support
- Limited to standard trading hours support
Premium Plan
For serious wealth builders
Elite service with dedicated advisor, advanced strategies, and exclusive market insights
- Dedicated personal advisor
- Daily market updates
- Unlimited consultations
- Alternative investment access
- Tax optimization strategies
- 24/7 priority support
Pricing Details
All prices include 10% GST and are charged monthly in advance
No additional transaction fees or hidden charges: 0% commission on trades
Monthly billing cycle with automatic renewal
No lending or credit products offered - advisory services only
Additional Information
AFSL 734634- Licensed by ASIC Australian Securities and Investments Commission
Cancel anytime with 30 days notice - no lock-in contracts
First month satisfaction commitment - full refund if not completely satisfied
Pricing FAQ
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with one month notice. Changes take effect at the start of your next billing cycle.
Are there setup fees?
No setup fees or hidden charges. The monthly subscription fee includes everything needed to get started immediately.
Do you offer annual discounts?
Yes, annual subscriptions receive 10% discount. Contact us for annual billing options and corporate rates.
Need Help Choosing?
Our team can help you select the right plan based on your investment goals and experience level.
Speak to Advisor