Simple, Transparent Pricing
One subscription, comprehensive financial planning support
Individual results may vary based on personal circumstances, market conditions, and implementation of financial strategies.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional financial guidance
per month
What's included:
- Monthly one-on-one consultation (60 minutes)
- Personalized financial analysis and recommendations
- Email support between sessions
- Access to financial planning resources and tools
All prices include GST
Comprehensive Planning
Enhanced support for complex financial situations
per month
What's included:
- Two consultations per month (60 minutes each)
- Detailed financial planning reports
- Priority email and phone support
- Quarterly comprehensive review sessions
- Access to specialized planning tools
All prices include GST
Executive Planning
Premium service for high-net-worth individuals
per month
What's included:
- Unlimited consultations (subject to scheduling)
- Dedicated financial planning specialist
- 24/7 email and phone support
- Monthly detailed financial reports
- Estate and tax planning guidance
- Investment analysis and recommendations
All prices include GST
Payment Information
Accepted Payment Methods
- Credit cards (Visa, Mastercard, American Express)
- Debit cards and bank transfers
- Direct debit arrangements available
Billing Details
- Monthly billing on the same date each month
- No setup fees or hidden charges
- Cancel anytime with 30 days notice
Advisory fee: 1.25% of assets under advisement (minimum $250/month)
All prices include 10% GST as required by Australian tax law
Licensed by ASIC ACN 847329
Frequently Asked Questions
Can I change my plan later?
Yes, you can upgrade or downgrade your plan at any time with one month's notice.
Are there any setup fees?
No, there are no setup fees or hidden charges — just your monthly subscription.
How do I cancel my subscription?
You can cancel anytime by providing 30 days written notice via email or phone.
Do you offer refunds?
We don't provide refunds for unused portions of your subscription period.
Need a custom solution or have questions about our pricing?
Contact Us