Choose Your Financial Planning Path
Transparent pricing for professional financial guidance tailored to your needs
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Starter Planning
Perfect for getting started
$199
per month
- Monthly 45-minute consultation
- Basic financial planning review
- Email support between sessions
- Goal setting and tracking
- Limited to basic planning topics
Complete Planning
Comprehensive financial guidance
$250
per month
- Monthly 60-minute consultation
- Comprehensive financial analysis
- Priority email and phone support
- Detailed action plans and reports
- Access to planning resources
Premium Planning
For complex financial situations
$349
per month
- Bi-weekly 60-minute consultations
- Advanced financial modeling
- Unlimited phone and email support
- Quarterly comprehensive reviews
- Tax planning coordination
- Priority booking and scheduling
Pricing Details
- All prices include 10% GST as required by Australian law.
- No hidden fees or commissions. Our only revenue comes from your subscription.
- Billing occurs monthly on your sign-up date. You can cancel with 30 days' notice.
- Cancel anytime with one month's notice. No long-term contracts or penalties.
Licensed by ASIC ACN 847329
Representative APR: N/A (no credit or financing offered)
Compare All Features
| Features | Starter Planning | Complete Planning | Premium Planning |
|---|---|---|---|
| Monthly consultations | 45 minutes | 60 minutes | 2x 60 minutes |
| Support access | Email only | Email + phone | Unlimited |
| Financial analysis depth | |||
| Planning resources | |||
| Review frequency |
Need Something Different?
Have unique requirements or need a customized approach? We're happy to discuss tailored solutions that fit your specific situation.
Discuss Custom OptionsPricing Questions
What's included in the monthly fee?
Your monthly subscription includes all consultation time, personalized planning advice, ongoing support, and access to planning resources. There are no additional fees for our core services.
Can I change plans later?
Absolutely! You can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll prorate any differences.
How do I cancel if needed?
Simply give us 30 days' written notice. We believe in earning your business every month, so there are no cancellation fees or long-term commitments.