Simple, Transparent Financial Planning Pricing
Choose the consultation approach that fits your needs and budget. All plans include personalized guidance and practical insights tailored to your Australian financial situation.
Individual results may vary.
Past performance does not guarantee future results.
Essential Consultation
Perfect for getting started with financial planning basics
- Monthly one-on-one consultation session
- Basic financial situation review and guidance
- Email support for quick questions
- Access to planning resources and tools
Comprehensive Planning
Our most popular option for serious financial planning
- Bi-weekly consultation sessions with dedicated advisor
- Detailed financial analysis and strategic recommendations
- Priority email and phone support
- Quarterly progress reviews and plan adjustments
- Access to premium planning tools and calculators
Premium Advisory
Maximum support for complex financial situations
- Weekly consultation sessions with senior advisor
- Comprehensive financial planning and scenario modeling
- Unlimited phone and email support
- Monthly detailed reports and recommendations
- Coordination with your existing financial professionals
- Priority booking and flexible scheduling options
Pricing Details and Terms
All prices include GST where applicable. No hidden fees or additional charges.
Monthly billing with no setup fees. Cancel anytime with 30 days notice.
No financing offered. Services billed monthly in advance at stated rates.
Licensed by ASIC ACL 847329
Common Pricing Questions
Can I change my plan later?
Absolutely. You can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll prorate any differences fairly.
What's included in the consultation sessions?
Each session focuses on your specific financial questions and goals. We review your situation, discuss strategies, and provide actionable guidance tailored to your circumstances. No generic advice or product sales.
Is there a minimum commitment period?
No long-term contracts required. You can cancel your subscription at any time with 30 days written notice. We believe our service should earn your business every month.
Ready to Start Your Financial Planning Journey?
Join thousands of Australians who've taken control of their financial future with our practical, personalized guidance.
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