Simple, Transparent Pricing
Choose the consultation plan that fits your financial planning needs. All plans include personalised guidance and analytical reviews with no hidden fees or long-term commitments.
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed strategies.
Past performance does not guarantee future results.
Starter Consultation
per month
Perfect for those beginning their financial planning journey
- One 45-minute consultation per month
- Basic resource allocation review
- Email support between sessions
- Access to planning resources
Comprehensive Planning
per month
Our flagship service for serious financial planning
- Two consultations per month (60 minutes each)
- Detailed analytical reviews
- Priority email and phone support
- Quarterly progress assessments
- Access to exclusive planning tools
Premium Advisory
per month
Comprehensive guidance for complex financial situations
- Four consultations per month
- Advanced analytical reviews
- Unlimited email and phone support
- Monthly detailed progress reports
- Tax planning discussions
- Estate planning considerations
Pricing Details
Payment Processing
All payments are processed securely through our payment partners. A small processing fee of 2.9% may apply to credit card transactions.
GST Information
All prices include GST (Goods and Services Tax) as required by Australian law. GST will be clearly shown on your invoices.
Fee Structure
- Monthly subscription fees are charged in advance
- No setup fees or hidden charges
- Cancel anytime with 30 days notice
Representative APR: N/A (no credit provided). All services are paid monthly in advance.
Pricing Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at the start of your next billing cycle.
What happens if I miss a consultation?
We require 24 hours notice for cancellations. Missed appointments without notice cannot be rescheduled within the same billing period.
Are there any additional costs?
No, our pricing is all-inclusive. The only additional cost might be payment processing fees for certain payment methods.
Do you offer refunds?
We operate on a monthly subscription basis with no refunds. However, you can cancel anytime to avoid future charges.
Ready to Start Planning?
Join over 2,251 Australians who trust us with their financial planning journey. Start your subscription today and take control of your financial future.
Choose Your Plan