Simple, Transparent Pricing
Choose the financial planning support that fits your needs. No hidden fees, no long-term contracts — just straightforward pricing for quality financial consultation services.
Individual results may vary based on personal circumstances, market conditions, and implementation of financial planning strategies.
Past performance does not guarantee future results.
Essential Planning
Perfect for those starting their financial planning journey with basic consultation needs.
$150
per month
- Monthly 45-minute consultation
- Basic financial analysis
- Email support between sessions
- Resource materials and guides
Comprehensive Planning
Our most popular option offering complete financial planning support and guidance.
$250
per month
- Two 60-minute consultations monthly
- Detailed analytical reviews
- Priority email and phone support
- Customized planning materials
- Market insights and updates
Premium Planning
Comprehensive support for complex financial situations requiring extensive guidance.
$400
per month
- Unlimited consultations within reason
- Advanced analytical services
- 24/7 priority support access
- Personalized planning documents
- Quarterly comprehensive reviews
- Direct advisor contact access
Pricing Information
- All prices include GST where applicable under Australian tax law.
- Payment processing fees may apply depending on your chosen payment method.
- Subscriptions are billed monthly in advance with automatic renewal unless cancelled.
- Cancel anytime with 30 days notice. No cancellation fees or penalties apply.
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Additional Services
Representative example: Monthly subscription of $250 includes all stated services with no additional interest charges.
Subscription fees are not interest-bearing loans and do not carry APR charges.
Need Something Different
If our standard plans don't perfectly fit your unique situation, we can discuss customized service arrangements that better meet your specific needs.
Contact us to explore custom options and pricing tailored to your requirements.Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect at the next billing cycle, and we'll handle the transition smoothly.
What if I need to pause my subscription?
We offer flexible pause options for up to 3 months per year. Your subscription will resume exactly where you left off when you're ready to continue.
Are there any setup fees or contracts?
No setup fees, no long-term contracts. You pay monthly for the services you receive and can cancel anytime with 30 days notice.