Simple, Transparent Pricing Plans
Choose the financial planning approach that fits your needs and budget. All plans include personalized consultations and ongoing support.
Individual results may vary.
Past performance does not guarantee future results.
Starter Planning
Perfect for individuals beginning their financial planning journey
$175
per month
- Quarterly consultation sessions
- Basic budget review and recommendations
- Email support between sessions
- Monthly check-ins not included
Complete Planning
Our signature monthly consultation service for comprehensive financial guidance
$250
per month
- Monthly consultation sessions
- Personalized financial strategies
- Progress tracking and adjustments
- Priority email and phone support
- Resource library access
Premium Planning
Enhanced service with additional touchpoints and specialized support
$350
per month
- Bi-weekly consultation sessions
- Advanced financial modeling
- Dedicated planning coordinator
- Same-day response guarantee
- Exclusive webinars and resources
- Annual comprehensive review
Pricing Details and Information
- All prices include 10% GST as required by Australian tax law
- No additional transaction fees or hidden charges
- Billed monthly in advance, cancel anytime with 30 days notice
Services are fee-based with no interest charges or financing options
Licensed by ASIC ACN 284759
Frequently Asked Pricing Questions
Can I change plans after signing up?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle.
Are there any setup fees or cancellation charges?
No setup fees or cancellation penalties. You only pay the monthly subscription fee for active service periods.
What payment methods do you accept?
We accept major credit cards, bank transfers, and direct debit arrangements for your convenience.
Need something different? We can create customized plans for unique situations or specific requirements.
Contact Us