Choose Your Financial Planning Journey
Transparent monthly pricing with no hidden fees or commissions — just honest guidance for your financial future
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional financial guidance and building better money habits.
- One monthly consultation (45 minutes)
- Basic financial health assessment
- Email support between sessions
- Access to planning resources
No setup fees, no commissions. GST included.
Comprehensive Planning
Our flagship service — comprehensive planning with regular check-ins and priority support for serious financial growth.
- Two monthly consultations (45 minutes each)
- Detailed financial analysis and planning
- Priority email and phone support
- Quarterly strategy reviews
- Access to exclusive planning tools
All-inclusive monthly fee. GST included.
Premium Planning
Maximum attention and support for complex financial situations requiring frequent guidance and rapid responses.
- Unlimited monthly consultations
- Advanced financial modeling
- Same-day response guarantee
- Monthly strategy sessions
- Direct consultant phone line
- Custom planning reports
Premium all-inclusive service. GST included.
Pricing Information and Fee Structure
Commission-Free Service Model
Unlike traditional financial advisors, we don't earn commissions from financial products. Our only income comes from your monthly subscription fee.
This ensures our guidance is independent and focused solely on your best interests.
GST and Tax Information
All prices include GST (Goods and Services Tax) as required by Australian law.
GST component is clearly itemized on your monthly invoices for tax purposes.
No lending or credit services offered. Consultation fees only. N/A% Service fees are fixed monthly amounts, not variable rates.
Need Something Different?
Have unique circumstances that don't fit our standard plans? We can discuss custom arrangements for specialized financial planning needs.
Discuss Custom OptionsCommon Pricing Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at the start of your next billing cycle.
What if I need to pause my subscription?
We offer subscription pauses for up to 3 months per year for situations like extended travel or temporary financial constraints.
Are there any additional costs?
No hidden fees or additional costs. Your monthly subscription covers everything listed in your chosen plan.