Clear Pricing, No Surprises
Professional financial planning consultation that fits your budget. Choose the approach that works best for your situation and goals.
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for getting started
$190
per month
- Monthly financial review and analysis
- Email consultation and recommendations
- Basic goal tracking and progress updates
- Access to planning resources and tools
Advisory Fee: No commission structure
Additional Consultation: $85/hour for extra sessions
Professional Planning
Our most comprehensive approach
$250
per month
- Comprehensive monthly financial analysis
- Phone and video consultation sessions
- Detailed written recommendations and reports
- Priority support and flexible scheduling
- Quarterly strategy review and adjustments
Advisory Fee: No commission structure
Additional Consultation: $95/hour for additional sessions
Executive Planning
For complex financial situations
$395
per month
- In-depth monthly analysis with multiple scenarios
- Unlimited consultation via phone, video, and email
- Advanced planning tools and market analysis
- Dedicated planning specialist assigned to your account
- Monthly one-on-one strategy sessions
- Priority access to new tools and resources
Advisory Fee: No commission structure
Additional Consultation: $110/hour for specialized consultation
Payment Information
Tax Information
All prices include applicable Australian Goods and Services Tax (GST) where required
GST Rate: 10
Accepted Payment Methods
Credit cards (Visa, Mastercard), bank transfer, and PayPal accepted for subscription payments
Additional Fees
- International payment processing: 2.5% surcharge may apply
- Failed payment processing: $15 AUD administrative fee
- Rush consultation requests: 25% premium for same-day service
Representative APR 0.0% (subscription service - no financing offered)
Pricing Questions
Can I change my plan after subscribing?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect at the next billing cycle.
Are there any setup fees or contracts?
No setup fees or long-term contracts required. You can cancel your monthly subscription at any time without penalties.
What payment methods do you accept?
We accept major credit cards, bank transfers, and PayPal. All payments are processed securely through encrypted systems.
Need Something Different?
Have unique requirements or multiple accounts to manage? Contact us to discuss a customized planning approach that fits your specific needs.
Contact Us