Transparent Pricing for Financial Planning
Simple, straightforward pricing with no hidden fees. One comprehensive plan designed to meet all your financial planning needs.
Essential Planning
Comprehensive monthly financial planning consultation service
per month
- Monthly consultation sessions
- Basic financial analysis
- Email support
- Resource library access
Complete Planning
Full-service financial planning with enhanced support and guidance
per month
- Comprehensive monthly consultations
- Detailed financial analysis and reporting
- Priority phone and email support
- Personalized planning documents
- Quarterly strategy reviews
Premium Planning
Premium service with unlimited access and specialized support
per month
- Unlimited consultation access
- Advanced analysis and planning tools
- 24/7 priority support
- Custom planning documentation
- Monthly strategy sessions
- Direct advisor contact
Pricing Information and Terms
- • All prices include GST as required by Australian tax law
- • No additional fees or commissions are charged beyond the stated monthly subscription price
- • Monthly billing cycles begin on your subscription start date and renew automatically
- • Cancel anytime with 30 days written notice; no early termination fees apply
Representative APR for payment plans N/A% Fixed monthly subscription rate, not subject to interest charges
Optional Add-On Services
Estate Planning Review
Comprehensive estate planning consultation and documentation review
$150/session
Tax Strategy Session
Specialized tax planning consultation and optimization strategies
$120/session
Emergency Consultation
Urgent financial planning consultation outside regular schedule
$100/session
Document Preparation
Custom financial planning document preparation and review
$75/hour
Frequently Asked Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle.
Are there any setup fees or hidden costs?
No, there are no setup fees, hidden costs, or additional charges beyond your chosen monthly subscription and any optional add-on services.
How do I cancel my subscription?
You can cancel your subscription at any time by providing 30 days written notice. There are no cancellation fees or penalties.
Ready to Start Planning?
Join over 2136 clients who have transformed their financial futures with our personalized planning approach.
Get Started Today