Simple, Transparent Pricing
Choose the financial planning approach that works best for your situation. All plans include personalised consultations and ongoing support.
Individual results may vary
Past performance does not guarantee future results
Basic Consultation
Perfect for straightforward financial questions
- One-hour consultation session
- Basic budget analysis
- Email follow-up summary
- Resource recommendations
Session Fee: $180 per consultation (incl. GST)
Hourly Rate: $180/hour
Monthly Planning
Ongoing financial guidance and support
- Monthly consultation sessions
- Personalised financial planning
- Resource allocation guidance
- Email and phone support
- Progress tracking and adjustments
Session Fee: $250 monthly fee (incl. GST)
Monthly Fee: Fixed monthly subscription
Comprehensive Planning
Complete financial planning and strategy
- Bi-weekly consultation sessions
- Comprehensive financial analysis
- Tax planning guidance
- Priority email and phone support
- Quarterly strategy reviews
- Custom resource allocation plans
Session Fee: $450 monthly fee (incl. GST)
Monthly Fee: Premium monthly subscription
Payment Information
All prices include GST. Payment is processed monthly in advance for subscription plans.
No hidden fees or commissions on financial products
Monthly subscriptions are billed on the same date each month
Representative APR N/AFixed pricing - no variable rates
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan with 7 days notice. Changes take effect at your next billing cycle.
What if I need to cancel my subscription?
You can cancel with 30 days notice. No cancellation fees apply, and you retain access through your final billing period.
Do you offer refunds?
We offer a 14-day satisfaction guarantee for first-time subscribers. Refunds are processed within 5-7 business days.
Need Something Different?
Every financial situation is unique. If our standard plans don't quite fit your needs, we can discuss a customised approach that works for your circumstances.
Discuss Custom Plan