Transparent Pricing for Professional Financial Planning
Choose the consultation plan that matches your financial planning needs and budget
Individual results may vary based on personal circumstances, market conditions, and other factors beyond our control.
Past performance does not guarantee future results.
Essential Planning
$200
per month
Perfect for individuals starting their financial planning journey with basic consultation needs
- Monthly 45-minute consultation
- Basic resource allocation guidance
- Email support between sessions
- Access to planning worksheets
Professional Planning
$250
per month
Comprehensive planning for individuals and couples seeking detailed financial guidance
- Monthly 60-minute consultation
- Detailed analytical reviews
- Market dynamics discussions
- Priority email and phone support
- Customised planning reports
Premium Planning
$350
per month
Elite service for high-net-worth individuals requiring comprehensive financial planning support
- Monthly 90-minute consultation
- Advanced analytical reviews
- Complex scenario modelling
- Unlimited phone and email support
- Quarterly comprehensive reports
- Emergency consultation availability
Pricing Information
- All prices include GST (Goods and Services Tax)
- No hidden fees or commission charges apply to our consultation services
- GST calculated in accordance with Australian taxation legislation
Licensed under Australian Financial Services License AFSL 987654
Representative APR for payment plans N/A - Monthly subscriptions onlyInterest rates are not applicable to consultation subscription services
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle.
Are there setup fees?
No setup fees apply. Your first month's subscription is all you need to get started with consultations.
What if I need to pause my subscription?
You can pause your subscription for up to 3 months per year with 14 days notice. This helps during busy periods or travel.
Is there a minimum commitment?
No minimum commitment required. You can cancel anytime with 30 days written notice.
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