Transparent Pricing for Financial Planning
Choose the consultation package that fits your financial planning needs. All prices include GST and come with comprehensive support from experienced professionals.
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey who need guidance on basic money management and goal setting.
per month
- Monthly 45-minute consultation sessions
- Email support between sessions
- Basic financial planning worksheets
- Goal tracking and progress reviews
Comprehensive Planning
Our signature service providing detailed financial analysis and strategic planning for individuals with established financial goals.
per month
- Monthly 60-minute consultation sessions
- Comprehensive financial analysis and reporting
- Strategic planning for multiple financial goals
- Priority email and phone support
- Quarterly planning reviews and adjustments
Executive Planning
Advanced planning for high-net-worth individuals requiring sophisticated strategies and frequent consultation access.
per month
- Bi-weekly 60-minute consultation sessions
- Advanced planning strategies and analysis
- Estate and succession planning guidance
- Tax optimization strategy discussions
- Unlimited email and phone support
- Monthly detailed progress reporting
Important Pricing Information
All prices include 10% GST as required by Australian tax law
Payment processing fee of 2.9% applies to all transactions
Representative APR: 0% (no interest charges for monthly subscriptions)
Licensed by ASIC AFS 847329
Frequently Asked Questions
Can I change my plan after subscribing?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll prorate any difference in pricing.
What happens if I need to cancel my subscription?
You can cancel your subscription with 30 days notice. You'll continue to receive services through your final billing period, and all consultation records remain confidential.
Are there any setup fees or hidden charges?
No setup fees or hidden charges. The monthly subscription price covers all consultation services, support, and materials. Only payment processing fees apply as disclosed.
How quickly can I schedule my first consultation?
Most new subscribers can schedule their initial consultation within 5-7 business days of subscription activation. Urgent consultations may be available with shorter notice.
Ready to take control of your financial future? Choose the plan that matches your needs and start your journey toward better financial clarity.
Contact Our Team