Choose Your Financial Planning Path
Transparent pricing for professional financial guidance that fits your needs
Individual results may vary based on personal circumstances, market conditions, and implementation of guidance provided.
Past performance does not guarantee future results.
Essential Guidance
Perfect for getting started with financial planning
$150
per month
- Monthly 30-minute consultation
- Basic financial assessment
- Email support between sessions
- No detailed action plans
- Limited resource access
Complete Planning
Comprehensive guidance for serious financial goals
$250
per month
- Monthly 60-minute consultation
- Detailed financial analysis
- Personalized action plans
- Priority email support
- No quarterly reviews
Premium Advisory
Maximum support for complex financial situations
$400
per month
- Monthly 90-minute consultation
- Comprehensive financial strategy
- Quarterly progress reviews
- Direct phone access
- Exclusive planning resources
Pricing Details and Payment Information
Fee Structure
All consultation fees are clearly stated with no hidden costs or commissions.
We do not earn commissions from financial product sales or referrals.
Tax and GST Information
All prices include applicable Australian Goods and Services Tax (GST).
All prices shown include 10% GST
No lending or credit products offered - consultation services only
Licensed under Australian Financial Services requirements
Optional Add-On Services
Document Review Service
Professional review of your financial documents and statements
$75
Add Document Review →Extended Session Time
Additional consultation time beyond your monthly allocation
$50 per 30 minutes
Book Extra Time →Pricing Questions and Answers
Can I change plans at any time?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle, and individual results may vary based on the level of service selected.
Are there any setup fees or contracts?
No setup fees or long-term contracts are required. You can cancel your subscription at any time with 30 days notice, though fees paid for delivered services are non-refundable.
What payment methods do you accept?
We accept major credit cards and direct debit from Australian bank accounts. All payments are processed securely and charged monthly in advance.
Ready to Start Planning?
Choose the plan that fits your needs and take the first step toward financial confidence.
Get Started