Simple, Transparent Pricing
Choose the financial planning support that fits your needs. All plans include personalized consultations and ongoing guidance.
Individual results may vary and depend on personal circumstances, effort, and market conditions.
Past performance does not guarantee future results.
Basic Planning
$250
per month
Perfect for getting started with professional financial guidance and building healthy money habits.
- Monthly one-on-one consultation (60 minutes)
- Personalized budget analysis and recommendations
- Goal setting and progress tracking
- Email support between sessions
Comprehensive Planning
$450
per month
Advanced planning for complex financial situations and ambitious goals.
- Bi-weekly consultations (90 minutes each)
- Detailed financial analysis and modeling
- Tax planning strategies and optimization
- Priority email and phone support
- Quarterly comprehensive financial review
Premium Advisory
$750
per month
Comprehensive advisory service for high-net-worth individuals and complex financial needs.
- Weekly consultations with senior advisors
- Advanced financial planning and analysis
- Direct access to planning team
- Detailed written financial plans and reports
- Tax optimization and structure planning
- 24/7 support availability
Pricing Details
- All prices include GST where applicable
- No commissions or hidden fees - transparent pricing only
- Payment processing fees may apply (typically 1.5% for credit cards)
Licensed by ASIC 847329
Representative APR for payment plans: 15.9% APR% Rates may vary based on payment method and term selected
Frequently Asked Questions
Can I change or cancel my plan?
Yes, you can upgrade, downgrade, or cancel your plan at any time with 30 days notice. No long-term contracts required.
What payment methods do you accept?
We accept direct debit, credit cards, and bank transfers. Payment processing fees may apply for some methods.
Is there a setup fee?
No setup fees or hidden charges. You pay only the monthly subscription rate for your chosen plan.
Need Something Different?
We can create customized planning solutions for unique situations or business needs. Contact us to discuss your specific requirements.
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