Transparent Pricing Plans
Choose the monthly consultation plan that fits your financial planning needs — straightforward pricing with no hidden fees or surprises
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 regular guidance and clear direction
$250
per month
What's Included
- Monthly 60-minute consultation session
- Personalised financial strategy discussion
- Email support between sessions
- Basic resource allocation guidance
Service Fee: No additional percentage fees
Additional Consultation: $150/hour if needed
Comprehensive Planning
Ideal for established professionals seeking thorough financial planning with detailed analysis and ongoing support
$450
per month
What's Included
- Two 60-minute consultation sessions monthly
- Detailed financial analysis and reporting
- Priority email and phone support
- Advanced resource allocation strategies
- Tax planning consultation included
Service Fee: No additional percentage fees
Additional Consultation: $125/hour additional
Premium Planning
Comprehensive solution for high-net-worth individuals requiring extensive planning, frequent consultations, and priority access
$750
per month
What's Included
- Weekly consultation availability
- Comprehensive financial strategy development
- 24/7 priority communication access
- Complex resource allocation planning
- Estate and tax planning integration
- Quarterly strategy review sessions
Service Fee: No additional percentage fees
Additional Consultation: $100/hour additional
Payment Information
Commission and Additional Fees
Our pricing is transparent with no hidden commission charges. We do not receive commissions from financial products or services we may discuss during consultations.
Additional hourly consultations are available at the rates specified for each plan
GST Information
All prices include Australian Goods and Services Tax (GST) where applicable.
Current GST rate: 10% (included in displayed prices)
Additional Service Fees
- Document preparation: $75 per detailed report
- Emergency consultations: $200 per session
- Third-party research: Actual costs plus 15% handling fee
Representative APR for payment plans (where available) 8.5% variable
Frequently Asked Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at the start of your next billing cycle.
What happens if I miss a monthly consultation?
Missed consultations can be rescheduled within the same billing month. We offer flexible scheduling to accommodate your availability.
Are there long-term contracts required?
No long-term contracts are required. Our service operates on a month-to-month basis with 30 days notice required for cancellation.
Do you offer refunds for unused services?
Refunds are considered on a case-by-case basis for unused services within the current billing period. Past performance does not guarantee future results.
Ready to Start Planning
Take control of your financial future with professional guidance tailored to your unique situation
Contact Us Today