Choose Your Planning Path
Transparent pricing for comprehensive financial guidance — no hidden fees, no commission sales
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional financial guidance
$150
per month
- Quarterly consultation sessions
- Basic financial strategy review
- Email support
- Resource library access
Complete Planning
Our comprehensive service with ongoing support and personalized strategies
$250
per month
- Monthly one-on-one consultations
- Comprehensive strategy development
- Unlimited email support
- Priority booking and scheduling
- Annual strategy review sessions
Premium Planning
Maximum support with frequent check-ins and priority access
$400
per month
- Bi-weekly consultation sessions
- Advanced strategy optimization
- Direct phone and email access
- Same-day response guarantee
- Quarterly comprehensive reviews
- Priority access to planning tools
Fee Structure
No Commission Structure
We operate on a subscription-only model and do not earn commissions from any financial products or recommendations.
This ensures our advice remains objective and focused on your best interests.
GST Information
All prices include GST where applicable under Australian tax law.
GST will be clearly indicated on all invoices and receipts.
Additional Services
Document Review
Detailed analysis of financial documents, contracts, or statements
$120 per hour
Specialist Consultation
In-depth discussion on specific financial topics or complex situations
$140 per hour
Additional services are charged separately from subscription fees. Representative APR varies based on serviceAPR for additional services paid in installments
Pricing Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan with one month's notice. Changes take effect at the start of your next billing cycle, and we'll adjust billing accordingly.
Are there any setup fees or contracts?
No setup fees or long-term contracts are required. Our subscription model is month-to-month, giving you flexibility to adjust or cancel as needed with 30 days' notice.
What payment methods do you accept?
We accept all major credit cards, bank transfers, and direct debit. Payment is processed securely at the beginning of each month for that month's service.
Questions about which plan suits your situation?
Get Guidance