Simple, Transparent Pricing
Choose the plan that fits your financial planning needs
Essential Plan
Perfect for getting started with basic financial guidance
per month
- 30-minute monthly consultation
- Email support between sessions
- Basic budgeting guidance
- Goal setting and progress tracking
- No priority scheduling
- No additional consultation time
Complete Plan
Our most popular option with comprehensive support
per month
- 45-minute monthly consultation
- Priority email and phone support
- Comprehensive financial analysis
- Tax planning discussions
- Quarterly progress reviews
- No unlimited consultations
Premium Plan
Maximum support for complex financial situations
per month
- 60-minute monthly consultation
- Unlimited email and phone support
- Advanced planning strategies
- Estate planning discussions
- Priority scheduling flexibility
- Quarterly detailed reports
Pricing Information
All prices include GST as required by Australian tax law
No hidden fees or commission charges on recommendations
Monthly billing with option to cancel anytime without penalties
Licensed by ASIC ACN 847329
Important Financial Information
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Service subscriptions do not involve lending or credit arrangements N/A - subscription service onlyPricing may be subject to change with 30 days notice
Optional Add-On Services
Extra Consultation Session
Additional 45-minute session for urgent planning needs
$125 per session
Book Extra SessionDetailed Financial Report
Comprehensive written analysis of your financial situation
$199 per report
Order ReportPricing Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll prorate any differences in cost.
What happens if I miss a monthly session?
We understand life happens! Missed sessions can be rescheduled with reasonable notice. If you can't reschedule within the same month, we'll carry forward your session to the following month at no extra cost.
Are there any setup fees or contracts?
No setup fees, no long-term contracts, and no cancellation penalties. You pay month-to-month and can cancel anytime. We believe our service should earn your business every month.
Not sure which plan fits?
Let's chat about your situation and find the right approach
Get Personalized Advice