Simple, Transparent Pricing
Choose the consultation frequency that works for your financial planning journey. No hidden fees, no product sales, no pressure.
Starter Plan
Perfect for those beginning their financial planning journey with basic budgeting and goal-setting guidance.
- One 45-minute consultation per month
- Email support between sessions
- Basic budgeting and cash flow guidance
- General financial planning concepts
- No complex planning strategies
Professional Plan
Comprehensive monthly consultations covering all aspects of personal financial planning and strategy development.
- One 60-minute consultation per month
- Priority email and phone support
- Advanced financial planning discussions
- Tax consideration reviews
- Quarterly progress check-ins
Premium Plan
Maximum support with bi-monthly consultations and comprehensive financial planning guidance for complex situations.
- Two 60-minute consultations per month
- Unlimited email and phone support
- Complex financial planning strategies
- Estate planning considerations
- Insurance and protection planning
- Monthly written summaries
Important Pricing Information
- All prices include GST where applicable
- We do not receive commissions from any financial products or services
- Monthly billing with 30-day cancellation notice required
Licensed by AFSL 478291
Financial Service Notices
Individual results may vary.
Past performance does not guarantee future results.
Subscription payments do not involve credit or financing Not applicable to consultation services% Pricing may be subject to change with 60 days' notice
Pricing Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at the start of your next billing cycle.
What if I miss a consultation?
We require 24 hours' notice for cancellations. Missed consultations without notice cannot be refunded, but we'll try to reschedule within the same month when possible.
Are there any setup fees?
No setup fees, no joining fees, no exit fees. The monthly subscription price is all you pay.
Questions about pricing or need a custom arrangement?
Get in Touch