Choose Your Planning Path
Transparent pricing for professional financial consultation services. Find the subscription plan that matches your planning needs and budget. Past performance does not guarantee future results.
Individual results may vary significantly based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Consultation
$199
per month
Perfect for individuals starting their financial planning journey who need regular guidance and accountability.
- Monthly one-on-one consultation session (60 minutes)
- Personalized financial goal setting and tracking
- Email support between sessions
- Basic financial health assessment tools
Service Fee: No additional percentage fees
Additional Hours: $150 per hour
Comprehensive Planning
$250
per month
Our signature service combining regular consultations with comprehensive financial analysis and strategic planning support.
- Monthly consultation session (90 minutes)
- Detailed financial analysis and recommendations
- Priority email and phone support
- Quarterly financial progress reviews
- Resource allocation strategy discussions
Service Fee: No percentage-based fees
Additional Hours: $130 per hour
Premium Advisory
$399
per month
Intensive consultation services for complex financial situations requiring detailed analysis and frequent guidance.
- Bi-monthly consultation sessions (90 minutes each)
- Advanced financial modeling and projections
- Unlimited email and phone consultation
- Monthly written progress reports
- Estate planning discussion support
- Tax strategy consultation coordination
Service Fee: No percentage-based fees
Additional Hours: $120 per hour
Payment and Commission Structure
All subscription fees are billed monthly in advance. We maintain transparent pricing with no hidden commission structures or percentage-based fees on your assets.
Representative APR: 0% - consultation fees are fixed monthly charges with no interest or financing costs
GST and Tax Information
All displayed prices include applicable Australian Goods and Services Tax (GST) where required by law.
GST registration details and tax invoices provided upon request for business subscribers
Representative APR: 0% (fixed monthly subscription fees, no financing charges)
Frequently Asked Questions
Can I change or cancel my subscription plan?
Yes, you can modify or cancel your subscription with 30 days written notice. Changes take effect at the next billing cycle.
Are there any setup fees or long-term contracts?
No setup fees or long-term contracts required. Our month-to-month subscriptions give you flexibility to adjust your service level as needed.
What happens if I need additional consultation time?
Additional consultation time beyond your plan's included sessions is available at the hourly rates shown, billed separately from your monthly subscription.
Questions about which plan suits your needs? Individual results may vary based on personal circumstances.
Schedule a Discovery Call