Simple, Transparent Pricing
Choose the consultation plan that fits your financial planning needs and goals
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed strategies.
Past performance does not guarantee future results.
Starter Consultation
Perfect for getting started with financial planning
per session
- 60-minute personal consultation
- Basic financial planning discussion
- Goal-setting and priority review
- Follow-up summary document
- No ongoing support included
- Limited to single session
Monthly Planning Partnership
Comprehensive ongoing financial planning support
per month
- Monthly 90-minute consultation sessions
- Personalized financial planning strategies
- Market updates and economic insights
- Priority email and phone support
- Quarterly comprehensive planning review
- Flexible scheduling and session rollover
Executive Financial Partnership
Premium service for complex financial situations
per month
- Bi-weekly consultation sessions (120 minutes total monthly)
- Advanced planning strategies and analysis
- Direct advisor access via phone and email
- Comprehensive financial planning documentation
- Specialized tax and estate planning discussions
- Emergency consultation availability
- Annual strategic planning workshop
Pricing Information
All prices include applicable GST where required by law
Monthly subscriptions are billed in advance with no setup fees or hidden charges
Billing cycles run from the date of subscription activation with automatic renewal unless cancelled
For payment plan options, representative APR available upon request Variable APR from 8.9% to 24.9% based on creditworthiness% APR rates are variable and subject to credit assessment and current market conditions
Licensed by ASIC AFS 384627
Frequently Asked Questions
Can I change plans or cancel anytime?
Yes, you can upgrade, downgrade, or cancel your subscription at any time. Changes take effect at your next billing cycle, and we'll provide full details about any adjustments to your service level.
What happens if I miss a scheduled consultation?
We understand life gets busy. Monthly subscribers can reschedule sessions within the same billing period, and unused sessions can roll over to the following month with advance notice.
Are there any additional fees or charges?
Our pricing is transparent with no hidden fees. The monthly subscription covers all consultation time, support, and documentation as outlined in your chosen plan.
How do I know which plan is right for me?
We're happy to discuss your needs during a brief initial call to help determine the best fit. You can also start with our Starter Consultation to experience our approach before committing to a monthly plan.
Ready to Start Planning?
Take the first step toward better financial understanding today
Schedule Your Consultation