Choose Your Financial Planning Path
Transparent subscription pricing with no hidden fees, commission-based recommendations, or long-term contracts. Start building better financial habits today.
Individual results may vary based on personal circumstances, market conditions, and implementation of recommendations.
Past performance does not guarantee future results.
Starter Consultation
Perfect for individuals beginning their financial planning journey who want basic guidance and support.
- Monthly 45-minute consultation session
- Email support between sessions
- Basic financial planning resources
- Budget analysis and goal setting
Comprehensive Planning
Our signature offering providing thorough financial consultation and ongoing support for serious planners.
- Monthly 60-minute consultation session
- Unlimited email support and guidance
- Complete resource library access
- Detailed financial analysis and reviews
- Priority scheduling and support
Premium Advisory
Maximum support level for complex financial situations requiring extensive consultation and analysis.
- Two monthly consultation sessions (90 minutes total)
- Phone and email support access
- Advanced planning tools and resources
- Comprehensive financial situation analysis
- Quarterly progress reviews and adjustments
- Priority access to special sessions and events
Important Pricing Information
- All prices include Australian GST (10%) as required by law
- We do not receive commissions from financial product sales, ensuring objective guidance
- Payment processing fees may apply depending on your chosen payment method
Representative APR for payment plans (where applicable) 4.9% APR (variable)% APR rates are variable and subject to credit approval for extended payment arrangements
Licensed by ASIC ACN 847329
Optional Add-On Services
Specialized Tax Planning Review
Additional consultation focused on tax-efficient financial strategies and compliance considerations
$89 per session
Learn More →Quarterly Financial Health Check
Comprehensive quarterly review of your financial progress and strategy adjustments
$149 per quarter
Learn More →Pricing Questions and Answers
Can I change my subscription plan anytime?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect at your next billing cycle, and we'll adjust pricing accordingly.
Are there any setup fees or cancellation penalties?
No, we don't charge setup fees or cancellation penalties. You can cancel your subscription with 30 days' notice, though subscription fees already paid are non-refundable.
Do you offer refunds if I'm not satisfied with the service?
Individual results may vary, and we do not offer refunds for consultation services already provided. However, you're free to cancel at any time to prevent future charges.
Ready to Start Your Financial Planning Journey?
Join hundreds of satisfied clients who have transformed their financial outlook through our consultation approach.
Schedule Free Discovery Call