Simple, Transparent Pricing
Choose the subscription plan that fits your financial planning needs. All plans include GST and come with flexible monthly billing.
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional financial guidance and basic planning support
$199
per month
- Monthly consultation session (60 minutes)
- Basic financial health assessment
- Goal setting and planning framework
- Email support between sessions
Comprehensive Planning
Our most popular option with extensive planning support and regular expert guidance
$299
per month
- Bi-weekly consultation sessions (60 minutes each)
- Detailed financial analysis and reporting
- Strategic planning for multiple goals
- Priority email and phone support
- Quarterly comprehensive reviews
Premium Planning
Complete financial planning solution with maximum support and personalised attention
$449
per month
- Weekly consultation sessions (60 minutes each)
- Advanced analysis and scenario planning
- Complex goal coordination and tracking
- Dedicated consultant relationship
- Monthly detailed progress reports
- Direct phone access during business hours
Pricing Information
GST Inclusion
All prices include 10% GST as required by Australian tax law
Payment Processing
A 2.9% processing fee applies to all credit card payments
Billing Terms
Monthly subscription with automatic renewal, cancel anytime with 30 days notice
Licensed by ASIC AFSL 847329
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan with one month's notice. Changes take effect at the start of your next billing cycle.
What happens if I miss a payment?
We'll send payment reminders before suspending services. Your account can be reactivated within 30 days by settling outstanding amounts.
Do you offer refunds?
Due to the nature of consultation services, we don't offer refunds for completed sessions. However, unused sessions may be credited toward future billing cycles.
Need Something Different?
Looking for a customised solution or have unique requirements? Our team can create a tailored plan that fits your specific needs.
Contact Us