Simple Pricing Plans
Choose the financial planning approach that fits your needs and budget
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started
- Monthly 30-minute consultation
- Basic financial situation review
- Email support between sessions
- Access to planning resources
- No detailed analytical reports
- Limited consultation time
Complete Planning
Our most comprehensive service
- Monthly 60-minute consultation
- Comprehensive analytical reviews
- Unlimited email support
- Personalized planning resources
- Priority booking for consultations
- No emergency consultations
Premium Planning
Maximum support and flexibility
- Two monthly consultations
- In-depth analytical reports
- 24/7 email and phone support
- Quarterly comprehensive reviews
- Emergency consultation access
- Custom planning materials
Pricing Details
All prices include GST
Prices shown include 10% Goods and Services Tax as required by Australian tax law. Australian residents will see GST itemized on invoices.
No hidden fees or commissions
Unlike many financial services, we don't receive commissions from third parties. Your subscription fee is our only compensation, ensuring unbiased guidance.
Monthly billing cycle
Subscriptions are billed monthly in advance on the same date each month. You can cancel with 30 days' notice without penalty.
Additional Information
- Rescheduling consultations is free with 24 hours' notice
- Additional consultation time available at $80 per 30-minute block
- Written reports or letters available for $150 per document
Representative APR N/A - No credit or lending involved% Fixed monthly pricing with 30-day notice for changes
Licensed by ASIC ACN 485729
Pricing Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle, ensuring you get full value from your current subscription.
Are there any setup fees?
No setup fees, joining fees, or hidden charges. Your monthly subscription includes everything listed in your chosen plan. The first month is billed when you sign up.
What payment methods do you accept?
We accept major credit cards, debit cards, and bank transfers. International payments are accepted but may incur additional processing fees charged by payment providers.
Is there a minimum commitment period?
No minimum commitment required. You can cancel your subscription anytime with 30 days' written notice. We believe in earning your business each month through valuable service.
Need Something Different?
If our standard plans don't quite fit your needs, we can discuss custom arrangements for families, couples, or unique situations that require specialized approaches.
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