Transparent Pricing for Professional Financial Planning
Choose the subscription plan that fits your financial planning needs with no hidden fees or surprises
All prices include GST. Past performance does not guarantee future results. Individual results may vary based on personal circumstances.
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Plan
Perfect for getting started with financial planning
$150
per month
- Monthly 45-minute consultation
- Basic financial analysis and review
- Goal setting and tracking
- Email support between sessions
Fee Structure: Subscription only, no additional charges
Commission: No commissions earned from product recommendations
Professional Plan
Comprehensive planning for serious financial goals
$250
per month
- Monthly 60-minute consultation
- Detailed financial analysis and planning
- Quarterly progress reviews
- Priority email and phone support
- Customised planning templates and tools
Fee Structure: Subscription only, no additional charges
Commission: No commissions earned from product recommendations
Premium Plan
Complete financial planning with maximum support
$400
per month
- Bi-weekly 60-minute consultations
- Comprehensive financial planning and analysis
- Monthly detailed progress reports
- Unlimited email and phone support
- Access to premium planning tools and resources
- Annual comprehensive financial health review
Fee Structure: Subscription only, no additional charges
Commission: No commissions earned from product recommendations
Payment Information
GST Information
All displayed prices include Australian Goods and Services Tax (GST) at the current rate of 10%.
GST will be clearly itemised on your invoices for business accounting purposes.
Commission Structure
We operate on a transparent fee-for-service model with no hidden commissions or product sales.
We do not receive commissions from financial product providers, ensuring our advice remains objective and focused on your interests.
No credit facilities are offered. All subscriptions are paid monthly in advance with no interest charges.
Optional Add-On Services
Detailed Written Plan
Comprehensive written financial plan document
$200 one-time
Tax Planning Review
Specialised tax strategy consultation session
$150 per session
Pricing Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect at your next billing cycle, and we'll pro-rate any differences in pricing.
Are there any setup fees or long-term contracts?
No setup fees or long-term contracts are required. You can cancel your subscription with 30 days notice, and there are no cancellation penalties or hidden charges.
What payment methods do you accept?
We accept all major credit cards, direct debit from Australian bank accounts, and electronic funds transfer. All payments are processed securely through encrypted systems.
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