Transparent Pricing for Financial Planning
Choose the consultation plan that fits your needs. All plans include personalized guidance, professional insights, and ongoing support for your financial journey.
All prices include GST and are in Australian dollars
Essential Planning
$250
per month
Perfect for individuals starting their financial planning journey
- Monthly one-on-one consultation session
- Personalized financial guidance and recommendations
- Email support between sessions
- Basic financial planning resources
Comprehensive Planning
$450
per month
Ideal for comprehensive financial planning and strategy development
- Two consultation sessions per month
- Detailed financial analysis and reporting
- Priority email and phone support
- Advanced planning tools and resources
- Quarterly strategy review sessions
Premium Advisory
$750
per month
For high-net-worth individuals requiring intensive planning support
- Weekly consultation availability
- Comprehensive wealth strategy development
- Direct access to senior advisors
- Custom financial modeling and projections
- Tax optimization strategies
- Estate planning coordination
Payment Information
No commissions or hidden fees — transparent monthly pricing only
All prices include 10% GST as required by Australian tax law
All prices include GST and are in Australian dollars
Licensed by ASIC ACN 847329
No credit offered — services are provided on a subscription basis with monthly billing
Important Notice
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed strategies.
Past performance does not guarantee future results.
Frequently Asked Questions
Can I change plans or cancel anytime?
Yes, you can upgrade, downgrade, or cancel with 30 days notice. Changes take effect at the next billing cycle.
Are there any setup fees or long-term contracts?
No setup fees and no long-term contracts. Pay monthly with the flexibility to adjust as your needs change.
What happens if I miss a monthly session?
Unused sessions can be rescheduled within the same month. We work with your schedule to ensure you receive full value.
Ready to Start Planning?
Take control of your financial future with professional guidance tailored to your unique situation and goals.