Choose Your Financial Planning Journey
Transparent pricing for professional financial guidance that fits your life
Individual results may vary based on personal circumstances, market conditions, and implementation of planning strategies.
Past performance does not guarantee future results.
Starter
Perfect for financial planning beginners
per month
Monthly subscription, no setup fees
All prices include GST
This plan includes:
- One 45-minute consultation session per month
- Basic budget analysis and goal setting
- Email support for quick questions
- Access to financial planning resources
Complete
Comprehensive planning for serious savers
per month
Monthly subscription with priority support
All prices include GST
This plan includes:
- Two consultation sessions per month
- Detailed financial analysis reports
- Priority email and phone support
- Quarterly comprehensive plan reviews
- Custom financial scenarios modeling
- Direct access to senior advisors
Premium
Maximum support for complex financial situations
per month
Monthly subscription with premium benefits
All prices include GST
This plan includes:
- Unlimited consultation sessions
- Advanced planning strategies and modeling
- Dedicated advisor relationship
- Same-day response guarantee
- Monthly detailed progress reports
- Priority booking for all services
- Complimentary annual plan review meeting
Payment Terms
Fee Structure
- • Monthly subscription fees are charged in advance on your billing date
- • No hidden fees or commissions on financial products
- • Cancel anytime with 30 days notice
GST Information
- • All prices shown include 10% GST as required by Australian law
- • GST will be itemized separately on your invoice
- • Business clients may claim GST credits where applicable
Service fees are subscription-based, not loan products N/A - not applicable for subscription services% Fixed monthly subscription rates, reviewed annually
Licensed by ASIC AFSL 742851
Frequently Asked Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your plan with one billing cycle's notice. Changes take effect at your next billing date.
What if I need to cancel my subscription?
You can cancel anytime with 30 days written notice. You'll retain access to services through the end of your current billing period.
Do you offer refunds?
Due to the consultative nature of our services, refunds are not typically available. However, we're happy to discuss any service concerns directly.
Is there a minimum commitment period?
No minimum commitment required. We believe in earning your business each month through quality service and results.
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