Simple, Transparent Pricing for Financial Planning
Choose the consultation frequency that fits your needs — no hidden fees, no complicated contracts, just clear guidance when you need it.
Individual results may vary significantly based on personal circumstances and external factors.
Past performance does not guarantee future results.
Monthly Check-In
Perfect for getting started
- One detailed consultation session monthly
- Email support between sessions
- Personalized action plan review
- Access to resource library
No commissions or product sales - advice only
Bi-Weekly Focus
For active planners
- Two consultation sessions monthly
- Priority email and phone support
- Quarterly goal review sessions
- Custom analytical reports
- Tax planning coordination
Independent advice with no product commissions
Weekly Partnership
Comprehensive support
- Four consultation sessions monthly
- Unlimited communication access
- Monthly comprehensive reviews
- Advanced scenario planning
- Family financial coordination
- Professional referral network access
Pure advisory service - no sales incentives
Important Pricing Information
All prices include GST where applicable
We do not receive commissions from financial products - our only income is your subscription fee
Representative APR N/A - Services are subscription-based% No credit or loan products offered
Licensed by ASIC RG 641829
Pricing Questions Answered
Can I change my plan anytime?
Absolutely! You can upgrade, downgrade, or pause your subscription at any time. Changes take effect at your next billing cycle, and we'll prorate any adjustments fairly.
What happens if I miss a scheduled session?
Life happens — we get it. You can reschedule sessions with 24 hours notice, and unused sessions can be carried forward to the following month (up to two sessions maximum).
Are there any additional fees or charges?
No hidden fees ever. The subscription price covers all consultations, communications, and resources. We don't sell financial products, so there are no commissions or unexpected costs.
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