Transparent Pricing for Financial Peace of Mind

Choose the subscription plan that fits your financial planning needs and budget. All plans include ongoing support and personalized consultations.

Individual results may vary

Past performance does not guarantee future results

Essential Plan

Perfect for individuals starting their financial planning journey with basic consultation needs

$150

per month

Monthly 60-minute consultation session
Basic financial health assessment
Email support between sessions
Access to planning resources and tools

Service Fee:: No additional commission fees

Additional Consultation Rate:: $120/hour for extra sessions

Most Popular

Professional Plan

Our most popular option for comprehensive financial planning with enhanced support and guidance

$250

per month

Two monthly consultation sessions (90 minutes each)
Comprehensive financial analysis and reporting
Priority email and phone support
Quarterly financial review meetings
Access to exclusive planning webinars

Service Fee:: No additional commission fees

Additional Consultation Rate:: $100/hour for additional sessions

Premium Plan

Complete financial planning solution for complex situations requiring intensive support and guidance

$400

per month

Unlimited monthly consultations (subject to availability)
Advanced financial modeling and projections
24/7 priority support access
Monthly detailed progress reports
Annual comprehensive financial review
Direct access to specialist consultants

Service Fee:: No additional commission fees

Additional Consultation Rate:: No additional charges for standard consultations

Payment Information and Terms

GST Information

All displayed prices include Australian Goods and Services Tax (GST) at the rate of: 10%

GST is applied in accordance with Australian Tax Office regulations for financial services

Accepted Payment Methods

  • Credit and debit cards (Visa, Mastercard, American Express)
  • Direct bank transfer (BSB and account details provided upon subscription)
  • PayPal and other secure online payment platforms

Representative APR (where applicable): 5.9% variable, terms and rates subject to approval and current market conditions

Frequently Asked Questions

Can I change my plan at any time?

Yes, you can upgrade or downgrade your subscription plan with one month's notice. Changes take effect at the start of your next billing cycle.

What happens if I need to cancel my subscription?

You can cancel your subscription at any time with 30 days written notice. Your service continues until the end of your current billing period.

Are there any setup fees or hidden costs?

No setup fees or hidden costs. The monthly subscription price includes all standard services listed in your chosen plan.

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