Simple, Transparent Pricing
Choose the financial planning approach that fits your needs. All plans include ongoing support, regular check-ins, and access to our comprehensive planning resources.
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for individuals looking to establish solid financial foundations and basic planning strategies.
per month
- Monthly planning consultation (60 minutes)
- Basic budgeting and cash flow analysis
- Goal setting and progress tracking
- Email support between sessions
Service Fee:: No additional percentage fees
Additional Consultation:: $180 per hour
Complete Planning
Our signature service — comprehensive planning with regular touchpoints and detailed analysis for serious planners.
per month
- Bi-weekly consultations (90 minutes each)
- Comprehensive financial analysis and reporting
- Retirement and tax planning strategies
- Priority email and phone support
- Access to planning tools and calculators
Service Fee:: No additional percentage fees
Additional Consultation:: $160 per hour
Premium Advisory
Intensive support for complex financial situations requiring detailed analysis and frequent strategy adjustments.
per month
- Weekly consultations (unlimited duration)
- Advanced analysis including estate planning
- Business and personal financial integration
- Direct access to senior planners
- Custom reporting and documentation
- Same-day response guarantee
Service Fee:: No additional percentage fees
Additional Consultation:: $140 per hour
Payment Information
Service Fees and Charges
Payment processing fee of 2.9% + $0.30 applies to all subscription payments
No additional transaction fees for ongoing consultations within your plan
Australian Taxes
All prices include applicable GST at 10% where required
Tax treatment depends on individual circumstances and may be subject to change
Representative APR for payment plans: 8.9% APR(variable rate, terms and conditions apply)
Questions About Pricing
Need help choosing the right plan or have questions about our pricing structure? Our team is here to help you find the perfect fit for your situation.
Contact Us