Transparent Pricing for Professional Financial Planning
Choose the consultation plan that fits your financial planning needs — no hidden fees, no surprises, just professional guidance when you need it
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Starter Consultation
Perfect for getting started with financial planning
Includes GST. Cancel anytime with 30 days notice
- Monthly 45-minute consultation session
- Basic market insights via email
- Email support between sessions
- Access to planning resources
- No priority scheduling
Complete Planning
Our most comprehensive consultation service
Includes GST. Representative APR varies. Cancel anytime
- Monthly 60-minute consultation sessions
- Weekly detailed market analysis reports
- Priority email and phone support
- Personalised planning resources
- Quarterly planning reviews
- Priority session scheduling
Executive Planning
Premium service for complex financial situations
Includes GST. Additional services available
- Bi-weekly 60-minute consultations
- Daily market insights and commentary
- 24/7 priority support access
- Custom planning documentation
- Monthly comprehensive reviews
- Direct consultant phone access
- Flexible scheduling options
Pricing Details and Terms
Service Fees
Our pricing is straightforward with no hidden costs:
- All consultation fees are charged monthly in advance
- No setup fees, cancellation fees, or additional charges for standard services
GST and Tax Information
All prices include Goods and Services Tax (GST) at the current Australian rate of 10%.
GST is clearly itemised on all invoices for your records
Billing and Payment Terms
Monthly subscriptions are billed on the same date each month. Payment is due within 7 days of invoice date. Late payments may result in service suspension.
Representative APR: N/A - No credit or financing offered% Our services are subscription-based with no credit arrangements
Additional Services Available
Extra Consultation Session
Additional 60-minute consultation session
$120 each
Written Planning Summary
Detailed written summary of consultation discussions
$80 each
Market Research Report
Custom market analysis for specific topics
$150 each
Priority Phone Support
Enhanced phone support with faster response times
$50 per month
Pricing Questions
Can I change my plan 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
Is there a setup fee?
No, there are no setup fees, joining fees, or hidden costs. You only pay the monthly subscription fee plus any additional services you choose
How do I cancel my subscription?
You can cancel anytime by providing 30 days written notice. No cancellation fees apply, but no refunds are provided for unused subscription periods
Ready to Start Your Financial Planning Journey?
Join thousands of Australians who trust our consultation services to help guide their financial decisions. Get started today with transparent pricing and professional support
Contact Us Today