Choose Your Financial Planning Path
Transparent monthly pricing for professional financial guidance tailored to your needs and circumstances
Individual results may vary significantly based on personal circumstances, market conditions, and adherence to planning recommendations.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started
$199
per month
- Monthly 45-minute consultation
- Basic budgeting guidance
- Goal setting and tracking
- Email support between sessions
No setup fees, cancel anytime
Comprehensive Planning
Our most popular choice
$250
per month
- Monthly 75-minute consultation
- Detailed financial analysis
- Personalized planning strategies
- Priority email and phone support
- Quarterly progress reports
Includes GST, no hidden costs
Premium Planning
Maximum support and guidance
$350
per month
- Monthly 90-minute consultation
- Advanced planning analysis
- Multiple goal optimization
- Unlimited email and phone support
- Monthly written reports
- Emergency consultation access
All-inclusive pricing with GST
Important Pricing Information
Service Fees
All prices include consultation fees and ongoing support. No commission-based charges or hidden fees apply to our subscription services.
GST Inclusion
All prices include 10% GST (Goods and Services Tax) as required by Australian tax law.
Payment Terms
Monthly billing in advance via secure payment processing. First payment due upon signup, subsequent payments on the same date each month.
Representative APR 0.00% (no credit products offered) Our services are subscription-based with no credit or lending components
Need Something Different?
We understand that every financial situation is unique. If our standard plans don't quite fit your needs, we're happy to discuss custom arrangements that work for your circumstances.
Discuss Custom PlanPricing Questions and Answers
Can I change plans after signing up?
Absolutely! You can upgrade or downgrade your plan at any time. Changes take effect from your next billing cycle, and we'll prorate any differences fairly. Just contact us to make the change.
Is there a long-term contract required?
No long-term contracts required. Our subscriptions are month-to-month, and you can cancel anytime with 30 days' notice. We believe our value should make you want to stay, not contractual obligations.
Are there any additional costs I should know about?
The monthly subscription covers all regular services listed in your plan. Additional costs only apply for specialized services like complex document preparation, which we'll discuss and approve with you beforehand.