Simple, Transparent Pricing
Choose the financial planning support that matches your needs
Individual results may vary based on personal circumstances, market conditions, and adherence to financial planning recommendations.
Past performance does not guarantee future results.
Consultation Only
$180
per month
Perfect for those wanting regular professional guidance without extensive documentation.
- Monthly 45-minute consultation
- Basic financial health review
- Email support between sessions
- Strategic planning discussions
Complete Planning
$250
per month
Comprehensive planning service with detailed reviews and ongoing strategic support.
- Monthly consultation sessions
- Quarterly comprehensive reviews
- Written planning summaries
- Tax optimization discussions
- Priority email and phone support
Premium Advisory
$380
per month
Our most comprehensive service for complex financial situations requiring extensive attention.
- Extended monthly consultations
- Monthly progress reviews
- Detailed written analysis
- Advanced tax strategies
- Estate planning discussions
- Direct advisor access
Pricing Information
All prices include GST and are billed monthly in Australian dollars.
No setup fees, transaction charges, or hidden costs. Cancel anytime with 30 days notice.
Subscription payments are processed monthly with no interest charges or financing arrangements.
Licensed by ASIC ACN 742851
Compare Our Plans
| Features | Consultation Only | Complete Planning | Premium Advisory |
|---|---|---|---|
| Monthly Consultations | |||
| Written Reviews | |||
| Email Support | |||
| Tax Discussions | |||
| Priority Access | 45 minutes | Quarterly | Standard |
Ready to Transform Your Financial Future
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