Transparent Pricing for Financial Success
Choose the consultation level that matches your financial planning needs. All plans include personalized analytical reviews and ongoing support.
Starter Consultation
Perfect for individuals beginning their financial planning journey who need foundational guidance and basic analytical review.
per month
- Monthly 60-minute consultation session
- Basic resource allocation analysis
- Email support between sessions
- Annual financial review
- Limited to basic planning scenarios
Professional Planning
Our signature service offering comprehensive consultation and detailed analytical reviews for serious financial planning.
per month
- Bi-weekly 90-minute consultation sessions
- Comprehensive resource allocation strategies
- Priority email and phone support
- Quarterly detailed progress reviews
- Custom planning scenarios and projections
Executive Advisory
Premium consultation service for high-net-worth individuals requiring sophisticated financial planning and frequent guidance.
per month
- Weekly consultation sessions (90 minutes)
- Advanced multi-scenario analysis
- 24/7 priority support access
- Monthly comprehensive strategy updates
- Tax optimization planning support
- Estate planning coordination
Pricing Information
All prices include GST (10% GST component)
No setup fees or hidden charges. Cancel anytime with 30 days notice.
Monthly billing on the anniversary of your subscription start date
No interest charges apply as this is a subscription service, not a credit product
Licensed financial services provider AFSL 487294
Important Information
Individual results may vary
Past performance does not guarantee future results.
Pricing Questions
Can I change my plan level anytime?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at the next billing cycle, and we'll pro-rate any difference in pricing.
What happens if I miss a payment?
We'll contact you about missed payments and provide a 7-day grace period. If payment isn't received, services are temporarily suspended until payment is updated.
Do you offer refunds for unused services?
We don't provide refunds for unused consultation time, but you can reschedule sessions within the same billing month. Unused sessions don't roll over to the next month.
Ready to Start Your Financial Journey?
Join 546 clients who've already improved their financial planning with our expert consultation services.
Begin Consultation