Simple Pricing for Professional Planning
Choose the subscription plan that matches your financial planning needs and goals
Individual results may vary based on personal circumstances, market conditions, and adherence to planning recommendations.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey
No setup fees. Cancel anytime with 30 days notice.
What's Included
- Monthly 45-minute planning consultation
- Basic financial goal assessment and guidance
- Email support for planning questions
- Access to planning resources and tools
Comprehensive Planning
Our most popular plan for serious financial planning
No setup fees. Cancel anytime with 30 days notice.
Everything in Essential, plus
- Extended 60-minute monthly consultations
- Detailed financial analysis and recommendations
- Priority phone and email support
- Quarterly progress reviews and plan adjustments
- Access to specialized planning workshops
Premium Planning
For complex financial situations requiring intensive support
No setup fees. Cancel anytime with 30 days notice.
Everything in Comprehensive, plus
- Bi-weekly 60-minute planning sessions
- Advanced financial modeling and scenario planning
- Direct planner contact for urgent questions
- Annual comprehensive financial plan review
- Coordination with your existing professional advisors
- Priority booking for additional consultation sessions
Payment Information and Terms
Service Fees and Charges
Our transparent fee structure ensures you know exactly what you're paying for financial planning services.
- • Monthly subscription fees are charged on the same date each month
- • All prices include GST as required by Australian law
- • No hidden fees or charges beyond your chosen subscription plan
GST Information
As an Australian business, we charge Goods and Services Tax (GST) on all services.
Current GST rate of 10% is included in all displayed prices
GST compliance follows Australian Taxation Office requirements
Representative APR N/A% (Our services do not involve credit products): (Our services do not involve credit products) (Our services do not involve credit products)
Payment is required monthly in advance. Past performance does not guarantee future results.
Additional Service Options
One-time Consultation
$150 per hour
Available for non-subscribers or additional sessions beyond plan limits
Specific Project Work
Quote on request
Complex planning projects quoted individually based on scope and requirements
Custom Enterprise Solutions
Tailored packages for businesses or high-net-worth clients
Contact us to discuss your specific requirements and receive a customized proposal
Questions About Pricing
Need clarification on our fees or want to discuss which plan suits your needs? Individual results may vary based on personal circumstances and market conditions.
Contact Our Team