Simple, Transparent Pricing
Choose the planning support that fits your needs and budget
Individual results may vary.
Past performance does not guarantee future results.
Starter Consultation
Perfect for getting started
- One-hour consultation session
- Basic financial health review
- Goal setting and priority discussion
- Email follow-up summary
Consultation fee includes GST. No additional commission charges.
Monthly Planning
Ongoing support and guidance
- Monthly one-hour consultation
- Comprehensive planning review
- Email and phone support
- Quarterly progress check-ins
- Priority booking and scheduling
Monthly subscription includes GST. No setup fees or commissions.
Comprehensive Support
Complete financial planning partnership
- Bi-weekly consultation sessions
- Detailed planning documentation
- Unlimited email and phone support
- Quarterly strategy reviews
- Priority access to resources
- Annual comprehensive plan update
All-inclusive monthly fee with GST. No additional charges or commissions.
Pricing Information
All prices include GST (Goods and Services Tax) as required by Australian law.
We do not charge commissions on financial product recommendations. Our fee-for-service model ensures transparent, unbiased guidance.
Monthly subscriptions are billed in advance. You can cancel or change your plan with 30 days' notice.
Licensed by AFSL 429573
Representative APR: N/A (Services are fee-based, not credit products). Payment terms: Monthly subscription or per-session payment due upon booking.
Common Questions
What's included in a consultation session?
Each session includes a focused discussion of your financial situation, goal review, strategy exploration, and follow-up summary. Sessions are typically conducted via video call or phone.
Can I change or cancel my subscription?
Yes, you can upgrade, downgrade, or cancel your subscription with 30 days' written notice. We'll work with you to find the right level of support for your needs.
Are there any additional fees or commissions?
No hidden fees or commissions. Our transparent fee-for-service model means you pay only for the consultation time and support services. We don't earn commissions from financial product recommendations.
Need Something Different?
We can create customized planning arrangements for unique situations or specific needs. Contact us to discuss your requirements and explore tailored solutions.
Discuss Custom Options