Choose your financial planning path
Transparent pricing for comprehensive financial guidance that grows with your needs
Individual results may vary based on personal circumstances, market conditions, and implementation of strategies
Past performance does not guarantee future results
Starter Planning
Perfect for individuals beginning their financial planning journey
per month
- Monthly 60-minute consultation
- Basic budget analysis
- Goal setting guidance
- Email support
No setup fees or hidden charges
Additional consultations: $120/hour
Complete Planning
Comprehensive financial planning for serious wealth builders
per month
- Bi-weekly 60-minute consultations
- Comprehensive financial analysis
- Personalized strategy development
- Market insights and updates
- Priority email and phone support
All-inclusive monthly fee
Additional consultations: $100/hour
Premium Advisory
Intensive guidance for complex financial situations and high-net-worth individuals
per month
- Weekly 90-minute consultations
- Advanced financial modeling
- Tax optimization strategies
- Quarterly strategy reviews
- Direct advisor phone line
- Priority scheduling and responses
Premium service with no additional consultation fees
Unlimited consultations included
Payment Information
Service Fees Structure
Our transparent fee structure ensures you understand exactly what you're paying for:
- Monthly subscription fees cover all scheduled consultations and ongoing support
- Additional consultation hours are billed separately at the rates shown above
Taxes and GST
All prices include Australian Goods and Services Tax (GST) where applicable
- Current GST rate: 10% (included in displayed prices)
- Tax treatment may vary based on individual circumstances and current legislation
We accept Visa, Mastercard, American Express, and bank transfers
Representative APR for payment plans 0% APR (no interest charged on monthly subscriptions)Fixed monthly subscription fees, no variable rates
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at the start of your next billing cycle.
What happens if I miss a consultation?
We offer flexible rescheduling with 24 hours notice. Missed appointments without notice may result in forfeited consultation time.
Are there any setup fees?
No setup fees for any plan. Your first month payment covers immediate access to all included services.
Need something different? We can create customized planning packages for unique situations or business requirements.
Discuss Custom Options