Choose Your Financial Planning Solution
Transparent pricing for professional financial guidance — no hidden fees, just clear value for your money management journey.
Individual results may vary based on personal circumstances, market conditions, and implementation of financial strategies.
Past performance does not guarantee future results.
Starter Consultation
Perfect for getting initial financial guidance and understanding your current situation
One-time consultation
- 60-minute financial assessment session
- Basic budgeting recommendations
- Written summary of key findings
- Email support for one week
Complete Planning
Comprehensive monthly subscription for ongoing financial planning and support
per month
- Monthly financial planning consultations
- Personalised financial strategy development
- Regular progress reviews and adjustments
- Priority email and phone support
- Access to planning tools and resources
Premium Advisory
Advanced financial planning with additional consultation time and specialised services
per month
- Bi-weekly extended consultation sessions
- Advanced financial strategy analysis
- Quarterly comprehensive plan reviews
- Unlimited support access
- Priority scheduling and dedicated consultant
- Specialised planning for complex situations
Pricing Details and Information
Fees and Payment Structure
Our pricing is transparent and includes all standard consultation and planning services as described in each plan.
- • All prices are quoted in Australian dollars and include GST where applicable
- • Monthly subscriptions are billed in advance on the same date each month
- • One-time consultations are payable prior to the scheduled session
GST and Tax Information
Goods and Services Tax (GST) is included in all displayed prices for Australian residents.
All prices shown include 10% GST as required under Australian tax law.
Current GST rate: 10% (included in displayed prices)
Regulated under Australian Securities and Investments Commission guidelines
Payment plans available on request — contact us for terms and representative APR information.
Frequently Asked Questions
Can I change my subscription plan?
Yes, you can upgrade or modify your subscription at any time. Changes take effect from the next billing cycle, and we'll adjust your payment accordingly.
What happens if I need to cancel?
You can cancel your subscription with 30 days notice. You'll continue to have access to services until the end of your current billing period.
Are there any setup fees?
No setup fees or hidden charges — the displayed price is exactly what you'll pay for your chosen plan.
Do you offer refunds?
We don't offer refunds for services already provided, but we're committed to ensuring you're satisfied with your financial planning experience.
Ready to Start Your Financial Journey
Join over 2806 clients who have transformed their financial futures through our professional planning services. Results may vary based on individual circumstances.
Get Started Today