Choose Your Financial Planning Approach
Transparent pricing with no hidden fees or long-term contracts
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with professional financial guidance and basic budgeting support
$180
per month
- One monthly consultation (45 minutes)
- Basic budgeting and expense analysis
- Email support for urgent questions
- Quarterly goal review and adjustment
Service Fee: 1.2%
Additional Consultation Rate: $120/hour
Comprehensive Planning
Our most popular option offering complete financial planning with regular check-ins and priority support
$250
per month
- Two monthly consultations (45 minutes each)
- Comprehensive financial planning and analysis
- Priority email and phone support
- Monthly goal tracking and progress reports
- Quarterly comprehensive review sessions
Service Fee: 1.0%
Additional Consultation Rate: $100/hour
Premium Advisory
Comprehensive financial planning with unlimited consultations and dedicated advisor support
$380
per month
- Unlimited monthly consultations
- Advanced financial planning and analysis
- Dedicated advisor with same-day response
- Weekly progress check-ins available
- Comprehensive quarterly reviews
- Tax planning coordination included
Service Fee: 0.8%
Additional Consultation Rate: $80/hour
Pricing Information
Service Fees and Commissions
Monthly subscription fees are charged in advance. Service fees apply to assets under management and are calculated monthly based on your total managed assets.
No commission fees are charged on recommended products or services. Our advice is fee-based and independent.
GST Information
All prices include GST (Goods and Services Tax) at the current Australian rate of 10%. GST is clearly itemized on all invoices and receipts.
GST rates are subject to change based on Australian taxation legislation updates.
Representative APR for credit products recommended Variable APR from 5.99% to 24.99% APR varies based on creditworthiness and product selection
Credit products may be recommended during consultations. All recommendations include full disclosure of rates, fees, and terms.
Compare Features
| Feature | Essential Planning | Comprehensive Planning | Premium Advisory |
|---|---|---|---|
| Monthly consultations included | |||
| Email support response time | |||
| Phone support availability | |||
| Comprehensive planning reviews | |||
| Advanced analysis and reporting | Business hours | Priority support | Dedicated advisor |
Frequently Asked Questions
Can I change or cancel my plan anytime?
Yes, you can upgrade, downgrade, or cancel your subscription at any time with 30 days notice. Changes take effect at the start of your next billing cycle.
Are there any setup fees or hidden costs?
No setup fees or hidden costs. The monthly price you see is exactly what you pay, including all GST and standard consultation services listed in your plan.
What happens if I miss a scheduled consultation?
We understand life gets busy. Missed consultations can be rescheduled within the same month, and unused consultation time doesn't carry over to the following month.
Ready to Get Started?
Join thousands of Australians who have transformed their financial future with professional guidance that fits their budget and lifestyle.
Contact Us Today