Simple, Transparent Financial Planning Pricing
Choose the consultation level that fits your needs
Essential Planning
Perfect for getting started with professional financial guidance
per month
- Monthly 45-minute consultation session
- Basic financial health assessment
- Budgeting and cash flow guidance
- Email support between sessions
- Advanced planning tools not included
Comprehensive Planning
Our standard service for serious financial planning
per month
- Monthly 60-minute consultation session
- Comprehensive financial analysis
- Goal setting and strategy discussions
- Priority email and phone support
- Access to digital planning tools
Premium Planning
Maximum support for complex financial situations
per month
- Two consultation sessions per month
- Advanced scenario planning
- Quarterly comprehensive reviews
- Direct consultant mobile access
- Custom planning documentation
- Priority scheduling and support
Pricing Information
All prices include GST. No setup fees or hidden charges.
We earn revenue through subscription fees only — no product commissions or sales pressure.
Licensed by ASIC Corporate Authorised Representative 8358122870
Important Financial Information
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
For comparison purposes, our consultation service represents value equivalent to services typically costing $150-300 per hour on a fee-for-service basis.: Not applicable - subscription serviceMonthly subscription rates are fixed for 12-month periods and reviewed annually.
Optional Add-On Services
Estate Planning Discussion
Specialized consultation on estate planning considerations and documentation strategies
$85 per session
Learn MoreTax Strategy Session
Annual tax planning review with qualified tax professionals
$120 per session
Learn MoreFrequently Asked Questions
Can I change or cancel my subscription?
Yes, you can modify or cancel your subscription with 30 days notice. No cancellation fees apply, and you'll retain access through your current billing period.
What happens if I miss a consultation session?
We offer flexible rescheduling with 24 hours notice. Missed sessions without notice don't roll over to the following month, but we're reasonable about genuine emergencies.
Do you provide written financial plans?
Our service focuses on ongoing consultation rather than traditional written plans. However, we provide session summaries and planning notes to help you track discussions and decisions.
Need Something Different?
Large asset holdings or complex situations might benefit from customized consultation arrangements. Let's discuss what works best for your specific needs.
Discuss Custom Options