Simple, Transparent Pricing
Choose the financial planning support that fits your needs. No hidden fees, no long-term contracts — just ongoing guidance to help you make confident money decisions.
Essential
Perfect for getting started
per month
- Monthly 30-minute consultation
- Basic budget review and guidance
- Email support for quick questions
- Access to planning resources
- Advanced analytical reviews
- Priority consultation scheduling
Professional
Comprehensive planning support
per month
- Monthly 60-minute consultation
- Detailed financial analytical reviews
- Goal tracking and progress monitoring
- Priority email and phone support
- Quarterly strategy reviews
- Tax preparation services
Premium
Complete financial partnership
per month
- Bi-weekly consultations (90 minutes total)
- Comprehensive financial analysis
- Priority scheduling and 24-hour response
- Monthly detailed progress reports
- Annual comprehensive plan review
- Direct access to senior planners
Pricing Information
- All prices include applicable GST and are displayed in Australian dollars.
- We operate on a subscription-fee model only — we do not receive commissions from financial products or services.
- Monthly subscriptions are billed in advance with no long-term contracts required.
Licensed by ASIC under Australian Financial Services License
Representative APR for payment plans: 0% APR% (Fixed rate for subscription payments)
Important Notice
Individual results may vary significantly based on personal circumstances, effort, and market conditions.
Past performance does not guarantee future results.
Need Something Different?
We understand that financial situations are unique. If our standard plans don't fit your specific needs, let's discuss a customized approach.
Discuss OptionsCommon Pricing Questions
Can I change or cancel my plan anytime?
Yes, you can upgrade, downgrade, or cancel your subscription with 30 days' notice. Changes take effect at your next billing cycle, and there are no cancellation penalties.
What happens if I miss a payment?
We'll send reminders before suspending access to consultations. Your account can be reinstated immediately once payment is updated, and we'll work with you on any temporary financial difficulties.
Are there any additional costs beyond the monthly fee?
No hidden fees or surprise charges. Your monthly subscription includes all consultations, resources, and support outlined in your chosen plan. Any additional services would be discussed and agreed upon separately.