Transparent Pricing Plans
Choose the financial planning approach that fits your needs and budget
Individual results may vary significantly based on personal circumstances.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial journey who need professional guidance and basic planning support
No commissions or hidden fees
- Monthly financial review session
- Basic budgeting and cash flow analysis
- Goal setting and progress tracking
- Email support between sessions
Comprehensive Planning
Our signature service combining detailed analysis, strategic planning, and ongoing support for serious financial progress
No commissions or hidden fees
- Bi-weekly personalized consultations
- Comprehensive financial analysis and reporting
- Tax planning and optimization strategies
- Retirement and long-term planning
- Unlimited email and phone support
Premium Advisory
Complete financial advisory service with intensive support, advanced strategies, and priority access to our senior planners
No commissions or hidden fees
- Weekly one-on-one advisory sessions
- Advanced tax and estate planning strategies
- Detailed market analysis and insights
- Priority support with senior advisors
- Quarterly comprehensive strategy reviews
- Access to exclusive planning tools and resources
Important Pricing Information
- All prices include GST where applicable
- We do not earn commissions from product recommendations — our only income is your subscription fee
- Subscriptions are billed monthly in advance with no long-term contracts required
- Cancel anytime with 30 days notice — no cancellation fees or penalties
Authorised Representative under Australian Financial Services Licence No. 451289
Representative APR: Not applicable for subscription servicesOur services do not involve credit products or variable interest rates
Frequently Asked 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 next billing cycle.
Are there any setup or cancellation fees?
No, we don't charge any setup fees, cancellation fees, or penalties. You only pay the monthly subscription rate.
Do you receive commissions from financial products?
No, we operate on a fee-only basis. We don't receive commissions from any financial products we may discuss during consultations.
Ready to Start Your Financial Journey?
Join 3000+ Australians who have transformed their financial future with our professional planning services.
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