Choose Your Plan
Transparent pricing for comprehensive financial planning support. All plans include personalized consultations and ongoing guidance to help you achieve your financial goals.
Individual results may vary significantly based on personal circumstances, market conditions, and implementation of guidance
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey who need basic guidance and support
- Monthly 45-minute consultation
- Basic financial analysis
- Email support between sessions
- Complex analysis not included
- Additional consultations not included
Monthly subscription fee of $199 AUD including 10% GST. No setup fees or long-term contracts required.
Comprehensive Planning
Our flagship service offering complete financial planning support with detailed analysis and regular reviews
- Monthly 60-minute consultation
- Comprehensive financial analysis
- Priority email and phone support
- Quarterly goal review sessions
- Emergency consultations not included
Monthly subscription fee of $299 AUD including 10% GST. Cancel anytime with 30 days notice.
Premium Advisory
Full-service financial planning for complex situations requiring specialized attention and additional support
- Two monthly consultations (90 minutes total)
- Advanced financial modeling
- Direct consultant phone access
- Monthly written financial reports
- Emergency consultation availability
Monthly subscription fee of $499 AUD including 10% GST. Flexible billing arrangements available.
Payment Information
Service Fees
All subscription fees are billed monthly in advance. No commission-based charges or hidden fees apply to our service model.
Goods and Services Tax (GST)
All prices include 10% Australian GST where applicable. GST will be clearly itemized on your monthly invoice.
Billing Arrangements
Subscriptions are billed monthly on the anniversary of your signup date. Payments are processed via secure automated billing systems.
Credit Terms
Payment plans may be available for annual subscriptions with representative APR of 8.9% variable, subject to credit assessment and approval
Pricing Questions
Can I cancel my subscription anytime?
Yes, you can cancel with 30 days written notice. There are no cancellation fees, though you remain responsible for services provided during the notice period.
What payment methods do you accept?
We accept major credit cards, direct bank transfer, and BPay for Australian clients. Payment is processed securely through our encrypted billing system.
Do you offer family or couples pricing?
Our consultations naturally accommodate couples discussing joint finances. Family planning involving multiple generations may require our Premium Advisory plan for adequate time and complexity management.
Need Something Different?
For unique situations or specialized requirements, we can discuss customized service arrangements that better fit your specific financial planning needs.
Discuss Custom Options