Simple, Transparent Pricing for Financial Planning
Choose the consultation level that matches your financial planning needs
Individual results may vary significantly based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey with basic consultation needs
per month
- Monthly consultation session (up to 45 minutes)
- Basic analytical review of financial position
- Email support between sessions
- Access to resource library
- Secure client portal access
Professional Planning
Comprehensive consultation service for serious financial planning with enhanced analytical reviews
per month
- Two consultation sessions monthly (up to 60 minutes each)
- Comprehensive analytical reviews with detailed reports
- Priority email and phone support
- Quarterly planning strategy sessions
- Advanced planning tools access
Executive Planning
Premium service for high-net-worth individuals requiring intensive financial planning support
per month
- Unlimited consultation sessions (scheduled in advance)
- Complex analytical reviews for multiple scenarios
- Direct consultant phone line access
- Estate and succession planning discussions
- Tax planning strategy coordination
Pricing Information and Terms
- All prices include GST and are quoted in Australian Dollars (AUD)
- No hidden fees or commission charges - transparent monthly subscription only
- We accept major credit cards, debit cards, and direct bank transfer
Representative APR for payment plans 12.9%APR (representative example for 12-month payment arrangements)
Licensed by ASIC AFS 847329
Frequently Asked Pricing Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle, and we'll pro-rate any differences appropriately.
What happens if I cancel my subscription?
You can cancel anytime with 30 days notice. Your service continues until the end of your current billing period, but no refunds are provided for unused portions of the month.
Are there any setup fees or contracts?
No setup fees or long-term contracts required. Our month-to-month subscription gives you flexibility while ensuring consistent access to professional financial planning consultation.
Need a Custom Solution?
Large organizations or unique circumstances may require customized consultation arrangements. Let's discuss your specific needs.
Discuss Custom Plans