Simple, Transparent Pricing for Financial Planning
Choose the consultation approach that fits your needs
Essential Planning
Perfect for getting started with professional financial guidance
- Monthly 45-minute consultation session
- Basic budget analysis and review
- Goal-setting assistance and tracking
- Email support between sessions
Complete Planning
Comprehensive support for serious financial planning
- Monthly 60-minute consultation session
- Detailed analytical reviews and reports
- Strategic planning for major decisions
- Priority email and phone support
- Customized action plans and follow-up
Premium Planning
Maximum support with flexible scheduling and advanced strategies
- Two monthly sessions (90 minutes total)
- Comprehensive financial health assessments
- Advanced planning for complex situations
- Flexible scheduling including evenings
- Quarterly strategic review meetings
- Direct consultant phone access
Pricing Information and Terms
Subscription and Payment Terms
All subscriptions are billed monthly in advance via secure payment processing. Your subscription automatically renews each month until cancelled.
Payments are processed on the same date each month. You can cancel anytime with 30 days notice.
Tax and Fee Information
All prices include applicable GST as required under Australian tax law.
GST Registration Number: 85 625 847 329
All displayed prices include GST where applicable
Licensed by ASIC AFS License 847329
Important Pricing Notes
Individual results may vary based on personal circumstances, market conditions, and adherence to financial plans.
Past performance does not guarantee future results.
For any credit arrangements, representative APR would be 12.5% variable Currently, all services are subscription-based with no credit arrangements offered
Pricing Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle, and we'll pro-rate any differences in pricing to ensure fair billing.
What happens if I miss a payment?
We'll contact you immediately if a payment fails. You have a 7-day grace period to update payment information. After this period, your subscription may be suspended until payment is resolved.
Are there any setup fees or long-term contracts?
No setup fees and no long-term contracts required. You pay month-to-month and can cancel anytime with 30 days notice. We believe in earning your business through great service, not binding agreements.
Ready to Start Your Financial Journey?
Join thousands of Australians who've transformed their financial decision-making through professional guidance and ongoing support.
Choose Your Plan