Simple, Transparent Pricing

Choose the consultation approach that fits your financial planning needs. All plans include personalised guidance and analytical reviews.

Individual results may vary significantly based on personal circumstances and market conditions.

Past performance does not guarantee future results.

Starter Consultation

Perfect for getting started with professional financial guidance

$199

per month

  • Monthly consultation session (30 minutes)
  • Basic financial situation analysis
  • Goal-setting guidance and planning
  • Email support between sessions

Initial setup fee: $49 (one-time)

All prices include GST

Get Started

Most Popular

Complete Planning

Comprehensive financial planning with ongoing support

$250

per month

  • Weekly consultation sessions (45 minutes)
  • Detailed financial analysis and reporting
  • Personalised planning recommendations
  • Priority email and phone support
  • Quarterly progress reviews

No setup fees or hidden charges

All prices include GST

Choose Plan

Premium Advisory

Full-service financial planning with dedicated support

$399

per month

  • Unlimited consultation access
  • Comprehensive analytical reviews
  • Advanced planning strategies
  • 24/7 priority support
  • Monthly detailed progress reports
  • Dedicated financial planning specialist

Includes complimentary setup consultation

All prices include GST

Go Premium

What's Included in Every Plan

No Lock-in Contracts

Cancel or change your plan anytime with 30 days notice. We believe in earning your business through quality service, not contractual obligations.

Australian Compliance

All our services meet ASIC regulatory requirements and Australian financial services standards. Your consultations are conducted by qualified professionals.

Secure and Confidential

Your financial information is protected with bank-level security. All consultations are conducted with strict confidentiality protocols.

Satisfaction Guarantee

If you're not satisfied with your first month of service, we'll work with you to address concerns or provide a prorated refund as permitted by Australian Consumer Law.

Representative APR: N/A(Consultation services do not involve lending or credit)

Licensed by ASIC ACN 847329

Past performance does not guarantee future results. Individual results may vary based on personal circumstances and market conditions.

Frequently Asked Questions

Can I change plans after signing up?

Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll adjust your invoice accordingly.

Are there any additional fees or charges?

No hidden fees! The price you see is what you pay, including GST. The only exception is the one-time setup fee for the Starter plan.

How do I cancel my subscription?

You can cancel anytime through your account dashboard or by contacting us directly. Cancellation takes effect at the end of your current billing period.

Ready to Start Your Financial Planning Journey?

Join 2746+ satisfied clients who've transformed their financial future with professional guidance and personalised planning.

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