Transparent Pricing Plans
Choose the financial planning approach that fits your needs and budget. All plans include personalized consultations and ongoing support.
Individual results may vary based on personal circumstances, market conditions, and implementation of planning strategies.
Past performance does not guarantee future results.
Starter Planning
Perfect for those beginning their financial planning journey
- Quarterly planning sessions
- Email support between sessions
- Basic budget analysis
- Goal-setting framework
Complete Planning
Our flagship monthly service for comprehensive financial guidance
- Monthly one-on-one sessions
- Unlimited email support
- Detailed financial analysis
- Personalized action plans
- Priority appointment scheduling
Executive Planning
Intensive support for complex financial situations
- Bi-weekly planning sessions
- Priority phone support
- Advanced planning strategies
- Quarterly comprehensive reviews
- Document review and analysis
- Same-day email responses
Additional Fee Information
Consultation Rates
- Standard hourly consultation: $95 per hour
- Document review services: $75 per hour
- Follow-up phone consultations: $85 per hour
One-Time Services
- Initial financial assessment: $120
- Specialized planning consultation: $110
- Document preparation assistance: $90
Payment Information
Commission Structure
We do not receive commissions from financial product sales or referrals, ensuring unbiased planning advice.
Our revenue comes solely from subscription fees, maintaining independence in our recommendations.
GST Information
All prices include GST (Goods and Services Tax) where applicable under Australian tax law.
Current GST rate of 10% is included in all displayed prices for Australian residents.
For any credit products discussed during consultations, typical representative APR ranges from 8.5% to 15.9% annually, variable. Representative APR: 12.5% variable% Interest rates and terms vary based on individual circumstances and market conditions.
We provide guidance on credit products but do not offer lending services directly.
Important Notes
All subscription fees are billed monthly in advance and include GST
Cancellation requires 30 days notice with no early termination fees
Pricing may be adjusted annually with 60 days advance notice