Simple, Transparent Pricing
Choose the financial planning subscription that fits your needs. No hidden fees, no surprises — just professional guidance to help you build a stronger financial future.
Individual results may vary
Past performance does not guarantee future results
Essential Plan
$125
per month
Perfect for individuals starting their financial planning journey or those with straightforward financial situations
- Monthly one-on-one consultation (30 minutes)
- Basic financial health assessment
- Budgeting and savings guidance
- Email support between sessions
Service Fee:: 2.5% of consultation value
Consultation Time:: 30 minutes monthly
Comprehensive Plan
$250
per month
Our most popular option for individuals and families seeking comprehensive financial planning support
- Bi-weekly consultations (45 minutes each)
- Detailed financial analysis and planning
- Goal setting and progress tracking
- Priority email and phone support
- Quarterly comprehensive review sessions
Service Fee:: 2.0% of consultation value
Consultation Time:: 90 minutes monthly
Premium Plan
$395
per month
Comprehensive financial planning with enhanced support for complex financial situations and high-net-worth clients
- Weekly consultations (60 minutes each)
- Advanced analytical reviews and modeling
- Tax planning and optimization strategies
- Estate planning consultation included
- Direct access to senior consultants
- Unlimited email and phone support
Service Fee:: 1.8% of consultation value
Additional Hours:: $95 per hour
Payment Information
GST Information
All prices include GST at the standard rate of: 10
as required by Australian taxation legislation
Accepted Payment Methods
- Credit and Debit Cards (Visa, Mastercard, American Express)
- Direct Debit from Australian Bank Accounts
- PayPal and Digital Wallet Payments
Representative APR: 4.9% variable (for payment plan options)
Frequently Asked Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your plan with 7 days notice. Changes take effect at the start of your next billing cycle, and we'll pro-rate any differences in pricing.
What happens if I miss a scheduled consultation?
We understand life happens. You can reschedule consultations with at least 24 hours notice. Missed appointments without notice may result in forfeiture of that session, but we work with you to find alternative arrangements.
Is there a minimum commitment period?
No long-term contracts required. While we recommend a minimum of 3 months to see meaningful results, you can cancel your subscription at any time with 30 days written notice.
Ready to Get Started
Join over 4672 Australians who have transformed their financial future with our professional guidance. Start your journey today with a plan that fits your needs and budget.
Contact Our Team