Simple, Transparent Pricing
Professional financial planning that fits your budget
Individual results may vary based on personal circumstances, market conditions, and adherence to recommended strategies.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional financial guidance
$250
per month
- Monthly financial planning consultation
- Personalized strategy development
- Email support and guidance
- Resource library access
All prices include GST
Comprehensive Planning
Enhanced service for complex financial situations
$450
per month
- Bi-weekly consultation sessions
- Advanced strategy optimization
- Priority phone and email support
- Quarterly progress reviews
- Specialist referral network access
All prices include GST
Premium Advisory
Complete financial planning solution for high-net-worth clients
$750
per month
- Weekly dedicated planning sessions
- Comprehensive wealth management strategy
- Direct advisor mobile access
- Monthly detailed progress reports
- Estate and tax planning integration
- Family financial planning coordination
All prices include GST
Payment Information
Accepted Payment Methods
- Credit and debit cards (Visa, Mastercard, American Express)
- Bank transfer (direct debit available)
- PayPal and digital payment platforms
Fees and Charges
No hidden fees or commissions. The advertised monthly fee is your complete cost for service access.
All prices include GST as required under Australian taxation legislation.
No credit or loan products offered. Subscription fees are paid monthly in advance with no interest charges.
Licensed by ASIC Corporate Authorisation 482917
Pricing Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle.
Are there any setup fees?
No setup fees, joining costs, or hidden charges. Your monthly subscription fee covers all services included in your chosen plan.
What if I need to pause my subscription?
Life happens! You can pause your subscription for up to 3 months per year. Just give us 30 days' notice and we'll hold your spot.
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