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
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
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
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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