Simple, Transparent Pricing
Professional financial planning guidance that fits your budget
Individual results may vary and no specific outcomes are guaranteed.
Past performance does not guarantee future results.
Essential Planning
$190
per month
Perfect for individuals starting their financial planning journey who want professional guidance and support.
- Monthly 45-minute consultation session
- Personalized action plan development
- Email support between sessions
- Basic financial planning resources
Comprehensive Planning
$250
per month
Our flagship service offering complete financial planning support with enhanced features and priority access.
- Monthly 60-minute consultation sessions
- Comprehensive financial strategy development
- Priority scheduling and extended support hours
- Advanced planning resources and tools
- Quarterly progress review sessions
Premium Partnership
$320
per month
Maximum support for complex financial situations requiring intensive guidance and specialized attention.
- Bi-weekly 45-minute consultation sessions
- Complex financial situation management
- Unlimited email and phone support
- Specialized planning for business owners
- Annual comprehensive financial review
- Direct access to senior planning professionals
Pricing Information
Tax Information
All prices include GST (Goods and Services Tax) as required by Australian tax law.
Payment Processing
A 2.9% payment processing fee applies to credit card transactions. Direct debit payments incur no additional fees.
Licensed by ASIC Corporate Authorised Representative No. 001284965
No credit or financing offered. All payments are subscription-based with monthly billing cycles.
Pricing Questions
Can I change my subscription plan?
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect at your next billing cycle, and we'll pro-rate any price differences.
Is there a contract or minimum commitment?
No long-term contracts required. You can cancel your subscription with 30 days notice. We believe in earning your business through quality service, not binding agreements.
What happens if I miss a month's payment?
We'll send payment reminders and pause your service temporarily. Once payment is received, your service resumes immediately with no penalty or additional fees.
Need Something Different?
Have unique requirements or want to discuss a customized planning approach? We're happy to create a tailored service package that meets your specific needs and circumstances.
Discuss Custom Options