Simple, Transparent Pricing for Financial Planning

Choose the consultation level that matches your needs. All plans include personalized guidance, analytical reviews, and ongoing support to help you achieve financial clarity

Essential Planning

Perfect for getting started with financial planning

$150

per month

  • Monthly 60-minute consultation session
  • Basic financial situation analysis
  • Goal-setting guidance and action planning
  • Email support between sessions

Service Fee: No additional fees beyond monthly subscription

Monthly Consultation Time: 1 hour included

Start Essential Plan
Most Popular

Comprehensive Planning

Our most popular option for thorough financial guidance

$250

per month

  • Two 60-minute consultation sessions monthly
  • Detailed analytical reviews and reports
  • Goal tracking and progress monitoring
  • Priority email and phone support
  • Quarterly comprehensive financial check-ups

Service Fee: No hidden fees or commissions

Monthly Consultation Time: 2 hours included

Choose Comprehensive

Premium Planning

Maximum support for complex financial situations

$400

per month

  • Weekly 60-minute consultation sessions
  • Advanced analytical reviews and modeling
  • Custom financial strategy development
  • Unlimited email and phone support
  • Monthly written progress reports
  • Access to specialized planning tools

Service Fee: Transparent fee structure with no commissions

Monthly Consultation Time: 4 hours included

Select Premium

All prices include GST where applicable

Licensed Financial Services Provider - AFSL 704005

Individual results may vary based on personal circumstances, market conditions, and implementation of recommendations

Past performance does not guarantee future results

Representative APR N/A for consultation servicesNot applicable to financial planning consultations

Add-On Services

Extra Consultation Hour

Additional one-on-one consultation time beyond your plan's included hours for complex financial situations requiring extended discussion

$80 per hour

Add Extra Time

Written Financial Report

Comprehensive written analysis of your financial situation with specific recommendations and action steps you can reference anytime

$150 per report

Request Report

Frequently Asked Questions About Pricing

Can I change my plan anytime?

Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the beginning of your next billing cycle, and we'll adjust your first payment accordingly

What happens if I miss a scheduled consultation?

We understand that schedules change. With at least 24 hours notice, we'll reschedule your session at no charge. Unused consultation time can be carried over to the following month

Are there any long-term commitments required?

No, all our plans are month-to-month subscriptions. You can cancel anytime with 7 days notice, and your service continues until the end of your current billing period

Ready to Start Your Financial Planning Journey

Choose your plan and schedule your first consultation. Take control of your financial future with personalized guidance that actually makes sense

Get Started Today