Simple, Transparent Pricing
Choose the plan that matches your financial planning needs and budget
Individual results may vary
Past performance does not guarantee future results
Starter Plan
Perfect for individuals beginning their financial planning journey with basic consultation needs
- Monthly 45-minute consultation session
- Basic analytical review of financial situation
- Email support between sessions
- Quarterly progress check-ins
Commission: No commission fees
Additional Hours: $80/hour
Professional Plan
Comprehensive planning service for established individuals seeking detailed financial guidance
- Monthly 60-minute consultation session
- Comprehensive analytical review and reporting
- Priority email and phone support
- Monthly written progress summaries
- Quarterly strategic planning reviews
Commission: No commission fees
Additional Hours: $75/hour
Premium Plan
Ultimate planning service for complex financial situations requiring extensive professional guidance
- Bi-weekly 60-minute consultation sessions
- Advanced analytical modeling and scenario planning
- Unlimited email and phone support
- Weekly progress tracking and reporting
- Monthly strategic reviews with senior planners
- Annual comprehensive financial health assessment
Commission: No commission fees
Additional Hours: $70/hour
Pricing Details
GST Information: All prices include 10% GST as required by Australian tax law
Commission Structure: We operate on a transparent fee-only model with no hidden commissions or product sales
Billing Cycle: Monthly billing on your subscription anniversary date with 30-day cancellation notice
Currency: All prices displayed in Australian Dollars (AUD)
Additional Services Available
Comprehensive Financial Health Report
Annual detailed analysis of your complete financial situation with recommendations
Price: $200
Tax Strategy Consultation
Specialized session focused on tax-efficient planning and optimization strategies
Price: $150
Superannuation Review
Detailed analysis of superannuation accounts, contributions, and retirement projections
Price: $120
Emergency Planning Session
Urgent consultation for time-sensitive financial decisions or major life changes
Price: $100
Pricing Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle.
Are there setup fees?
No setup fees or hidden charges. Your first month includes initial assessment and account setup at no additional cost.
What happens if I miss a session?
Missed sessions can be rescheduled within the same billing period. Unused sessions do not roll over to the next month.
Need Something Different?
Have unique requirements or prefer a customized planning approach? We can create a tailored service package that matches your specific needs and circumstances.
Discuss Custom Plan