Transparent Pricing Plans
Choose the financial planning approach that matches your needs and goals. All plans include GST and offer flexible monthly billing.
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started
$150
per month
- Monthly consultation session (60 minutes)
- Basic financial analysis and review
- Email support between sessions
- Access to planning resources
Comprehensive Planning
Our most comprehensive approach
$250
per month
- Bi-weekly consultation sessions (60 minutes each)
- Detailed financial analysis and reporting
- Priority phone and email support
- Custom planning documents and strategies
- Quarterly progress reviews
Premium Advisory
For complex financial situations
$400
per month
- Weekly consultation availability (60 minutes)
- Advanced analysis and scenario modeling
- Dedicated advisor relationship
- Comprehensive strategic planning suite
- Monthly detailed progress reports
- Priority access to specialist consultations
Pricing Information
All prices include 10% GST as required by Australian tax law.
Monthly subscription fees are charged automatically to your nominated payment method. No setup fees or hidden charges apply.
Billing occurs monthly in advance. You may cancel or change plans with 30 days notice without penalty.
Licensed by ASIC AFSL 847329
No credit or lending products offered. Services are fee-for-service with transparent monthly pricing.
Pricing Questions
Can I change plans later?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle.
Are there any setup fees?
No, there are no setup fees, initiation charges, or hidden costs. You pay only the advertised monthly subscription fee.
What happens if I want to cancel?
You may cancel anytime with 30 days written notice. Service continues through your final billing period with no early termination penalties.
Ready to Start Planning?
Join 3263+ clients who have taken control of their financial futures with our expert guidance.
Begin Today