Simple, Transparent Pricing
Choose the subscription plan that fits your financial planning needs. All prices include GST and there are no hidden fees.
Individual results may vary.
Past performance does not guarantee future results.
Starter Plan
Perfect for individuals beginning their financial planning journey
No commission fees
- Monthly 45-minute consultation
- Basic financial health assessment
- Email support between sessions
- Quarterly progress reviews
- Advanced analysis not included
Professional Plan
Our most comprehensive planning service for serious wealth builders
No commission fees
- Monthly 60-minute consultation
- Comprehensive financial analysis
- Priority email and phone support
- Detailed quarterly reports
- Goal tracking and monitoring
Premium Plan
Elite service for high-net-worth individuals and complex situations
No commission fees
- Bi-weekly 60-minute consultations
- Advanced analytical reviews
- 24/7 priority support access
- Monthly detailed reports
- Tax planning assistance
- Estate planning guidance
Pricing Details
All prices include 10% GST
No commission fees or hidden charges
Billed monthly on your subscription anniversary date
Licensed by ASIC ACN 847329
No interest charges apply to subscription payments
Pricing Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect on your next billing cycle.
Is there a setup fee?
No setup fees or joining costs. Your first month's subscription is all you pay to get started.
What payment methods do you accept?
We accept credit cards, debit cards, and direct debit from Australian bank accounts. Payment is processed securely each month.
Need Something Different?
Have unique requirements or want to discuss a custom arrangement? We're happy to create a tailored solution for your specific needs.
Discuss Custom Plan