Transparent Pricing for Professional Financial Planning
Simple, straightforward pricing with no hidden fees. Get the financial guidance you need at a price that makes sense.
Essential Planning
Perfect for getting started
per month
- Monthly consultation session (45 minutes)
- Basic financial planning assessment
- Email support between sessions
- Financial goal setting and tracking
- Advanced planning strategies
- Tax optimization guidance
Comprehensive Planning
Complete financial guidance
per month
- Monthly consultation session (60 minutes)
- Comprehensive financial analysis
- Unlimited email and phone support
- Advanced planning strategies
- Tax optimization guidance
- Estate planning specialization
Premium Planning
For complex financial situations
per month
- Bi-weekly consultation sessions (60 minutes)
- Full financial planning suite
- Priority phone and email support
- Advanced tax and estate planning
- Business financial planning
- Quarterly comprehensive reviews
Pricing Information
All prices include GST (Goods and Services Tax) as required by Australian law.
No commission fees or hidden charges. Your subscription covers all consultation services and support.
Billing occurs monthly in advance. You may cancel with 30 days written notice.
Licensed by ASIC ACN 847329
Important Financial Information
Individual results may vary.
Past performance does not guarantee future results.
For any credit-related advice, representative APR varies based on individual circumstances. Variable APR from 5.5% to 18.9% depending on creditworthiness and product type.Rates are subject to change and approval. Past performance does not guarantee future results.
Frequently Asked Questions
Can I change plans or cancel anytime?
Yes, you can upgrade, downgrade, or cancel your subscription with 30 days written notice. Changes take effect at your next billing cycle.
What's included in the consultation sessions?
Sessions cover financial goal setting, budgeting guidance, planning strategies, and ongoing progress reviews tailored to your situation.
Do you provide advice on specific financial products?
We provide general guidance and analytical reviews but do not sell financial products or provide product-specific recommendations.
Is there a minimum commitment period?
No minimum commitment required. You can cancel anytime with 30 days notice, though we recommend at least 3 months to see meaningful results.
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