Simple, Transparent Pricing
Professional financial planning that fits your budget — no hidden fees
Individual results may vary based on personal circumstances and implementation
Past performance does not guarantee future results
Essential Plan
Perfect for getting started with professional financial guidance
$180
per month
- Monthly financial review session
- Personalised action plan updates
- Email support between sessions
- Access to planning resources
Professional Plan
Comprehensive planning with ongoing support and guidance
$250
per month
- Bi-weekly consultation sessions
- Detailed financial analysis reports
- Goal tracking and progress monitoring
- Priority email and phone support
- Quarterly strategy review meetings
Premium Plan
Complete financial planning solution with maximum support
$350
per month
- Weekly consultation availability
- Advanced financial modeling and projections
- Tax planning coordination
- Estate planning guidance
- Unlimited support between sessions
- Annual comprehensive financial review
Additional Fee Information
Monthly Service Fee: From $180
Covers regular consultations and ongoing support
Setup Fee: $95
One-time fee for initial assessment and plan creation
Ad-hoc Consultation: $120
Per hour for additional consultations outside your plan
Tax and Billing Information
All prices include GST where applicable under Australian tax law
Billing is processed according to Australian taxation requirements
Tax implications of financial planning vary by individual circumstances
Payment Terms
- Monthly fees are billed in advance on the same date each month
- Setup fees are charged upon service commencement
- Payment is due within 7 days of invoice date
- Late payments may incur additional charges and service suspension
Representative APR 0.0% APR (variable rate, subject to credit approval)
Additional Information
We understand everyone's financial situation is different — contact us to discuss flexible payment arrangements if needed.
Need something different? We can create custom service packages tailored to your specific requirements.
What you see is what you pay — no surprise charges or hidden fees in our pricing structure.
Ready to Start Your Financial Journey?
Choose the plan that fits your needs and take the first step toward better financial confidence today.
Contact Us