Choose Your Plan

Flexible consultation plans designed to meet your financial planning needs

Individual results may vary

Past performance does not guarantee future results

Starter Consultation

Perfect for individuals beginning their financial planning journey

$150

per month

  • Monthly consultation session (60 minutes)
  • Basic budgeting guidance
  • Email support between sessions
  • Access to planning resources

All fees include GST. No hidden charges.

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Most Popular

Professional Planning

Comprehensive consultation for serious financial planning

$250

per month

  • Monthly consultation session (90 minutes)
  • Comprehensive financial analysis
  • Priority email and phone support
  • Customized planning recommendations
  • Quarterly progress reviews

Includes GST and all consultation materials.

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Premium Advisory

Exclusive high-level consultation for complex financial situations

$400

per month

  • Bi-weekly consultation sessions (90 minutes each)
  • Advanced financial modeling
  • Direct phone access during business hours
  • Complex planning scenarios
  • Monthly detailed progress reports
  • Priority booking for additional sessions

All-inclusive pricing with GST and premium materials.

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Payment Information

Service Fees Structure

Our transparent fee structure ensures you understand exactly what you're paying for:

  • Monthly subscription fees are charged in advance
  • Additional consultation sessions available at $120 per hour

Tax Information

All prices include Goods and Services Tax (GST) at the current rate of 10%.

GST calculations comply with current Australian taxation legislation.

Representative APR for credit products 8.5% variable applicable to any credit-related consultation services

Need Something Different?

We can create customized consultation packages for unique situations or business clients.

Discuss Custom Options

Pricing Questions

Can I change plans anytime?

Yes, you can upgrade or downgrade your plan with 7 days notice. Changes take effect at your next billing cycle.

Are there any setup fees?

No setup fees or hidden charges. You only pay the monthly subscription fee shown, which includes GST.

What if I need to cancel?

You can cancel anytime with 30 days written notice. No cancellation fees apply, and you'll have access until the end of your billing period.