Simple, Transparent Pricing

Choose the consultation plan that fits your financial planning needs. All plans include VAT and have no hidden fees.

Essential Planning

Perfect for getting started with basic financial guidance

$150

per month

  • One consultation per month
  • Basic budget analysis
  • Email support
  • Financial goal setting
  • Resource recommendations
Choose Essential
Most Popular

Complete Planning

Our signature service for comprehensive financial guidance

$250

per month

  • Two consultations per month
  • Detailed analytical reviews
  • Priority email and phone support
  • Personalized planning strategies
  • Quarterly progress reviews
Choose Complete

Premium Planning

Maximum support for complex financial situations

$400

per month

  • Unlimited consultations
  • Advanced analytical modeling
  • Direct phone access to consultants
  • Tax planning integration
  • Estate planning discussions
  • Monthly written reports
Choose Premium

Pricing Information

All prices include GST (10% VAT)

Payment processing fee: 2.5% per transaction

Monthly billing, cancel anytime

Licensed by ASIC AFSL 847329

Representative APR: N/A (no credit offered)

Important Notice

Individual results may vary.
Past performance does not guarantee future results.

Frequently Asked Questions

Can I change plans anytime?

Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle.

What if I need to cancel?

You can cancel anytime with no penalty. Your service continues until the end of your current billing period.

Are there setup fees?

No setup fees or hidden charges. The monthly price includes everything listed in your chosen plan.

Need Something Different?

Have specific requirements or managing substantial assets? We can create a customized consultation plan tailored to your unique situation.

Discuss Custom Plan