Simple, Transparent Pricing
Choose the subscription plan that fits your financial planning needs. No hidden fees, no long-term contracts.
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Starter Plan
Perfect for getting started with basic financial planning
$149
per month
- Monthly 30-minute consultation
- Basic financial health assessment
- Email support between sessions
- Personal budget review and tips
- Limited to basic planning topics
Professional Plan
Comprehensive planning for serious financial growth
$250
per month
- Monthly 60-minute consultation
- Comprehensive financial analysis
- Priority email and phone support
- Personalized action plans and strategies
- Quarterly progress reviews and adjustments
Premium Plan
Maximum support for complex financial situations
$399
per month
- Bi-weekly 45-minute consultations
- Advanced planning and analysis tools
- 24/7 priority support access
- Custom financial modeling and projections
- Tax strategy and estate planning guidance
- Direct access to senior planning specialists
Pricing Details and Fee Structure
Service Fees and Commissions
Our pricing structure is designed to be transparent and value-focused
- Monthly subscription fees are charged in advance on the same date each month
- No additional commissions are charged on recommendations or referrals to third-party services
GST and Tax Information
All prices shown include applicable Goods and Services Tax (GST) where required under Australian taxation law
GST rates are subject to change based on current Australian taxation legislation
Additional Fees
Representative APR 12.5% variable, based on individual circumstances and service complexity
Frequently Asked Questions
Can I change my plan 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 happens if I miss a payment?
Your account will be suspended after 7 days of non-payment. Services resume once payment is received, with no additional penalties.
Are there any setup or cancellation fees?
No setup fees apply to any plan. Cancellation requires 30 days notice, and services continue until the end of your paid period.
Ready to Start Your Financial Journey?
Choose your plan and begin building the financial future you deserve. Cancel anytime with 30 days notice.
Get Started Today