Simple, Transparent Pricing
Choose the financial planning approach that works best for your current situation and goals. All plans include personalised consultation and ongoing support.
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential Planning
$150
per month
Perfect for getting started with professional financial guidance and building solid planning foundations.
- Monthly 45-minute consultation session
- Personal financial assessment and goal setting
- Basic budgeting and cash flow analysis
- Email support between sessions
Complete Planning
$250
per month
Comprehensive financial planning with detailed strategy development and regular plan reviews.
- Monthly 60-minute consultation session
- Comprehensive financial roadmap development
- Detailed analysis of current financial position
- Strategy implementation guidance
- Priority email and phone support
Premium Planning
$400
per month
Advanced planning for complex situations with enhanced support and specialised guidance.
- Monthly 90-minute consultation session
- Advanced strategy development and optimisation
- Detailed tax and estate planning guidance
- Quarterly comprehensive plan reviews
- Direct phone access to your planning team
- Specialist consultation for complex situations
Pricing Details
All prices include GST (Goods and Services Tax) as required by Australian law
No additional fees or commissions - what you see is what you pay
Billing occurs monthly on your subscription anniversary date
Licensed by ASIC ACN 847329
No interest charges apply - subscription fees are paid monthly in advance
No setup fees, cancellation fees, or hidden charges of any kind
Frequently Asked Questions
Can I change my plan after subscribing?
Absolutely! You can upgrade or downgrade your plan at any time, with changes taking effect at your next billing cycle.
How do I cancel my subscription?
You can cancel anytime with 30 days' notice. Your service continues until the end of your current billing period.
What if I need to reschedule my consultation?
No worries! Just provide reasonable notice and we'll help you find a new time that works with your schedule.
Do you provide investment recommendations?
We focus on financial planning guidance rather than specific investment advice. For investment recommendations, we can refer you to licensed advisors.
Need something different? We offer customised planning solutions for unique situations.
Contact Us