Simple, Transparent Pricing
Choose the consultation approach that fits your needs. No hidden fees, no complex terms – just straightforward financial planning support.
Individual results may vary based on personal circumstances, market conditions, and implementation of recommendations.
Past performance does not guarantee future results.
Initial Consultation
Perfect for getting started with professional financial planning guidance
- 90-minute personal consultation
- Basic financial situation review
- Initial recommendations report
- Email follow-up support
Monthly Subscription
Ongoing support for comprehensive financial planning and regular guidance
- Monthly consultation sessions
- Comprehensive resource analysis
- Ongoing plan adjustments
- Priority email and phone support
- Quarterly progress reviews
Comprehensive Review
In-depth analysis and strategic planning for complex financial situations
- Extended consultation sessions
- Detailed financial analysis report
- Strategic planning recommendations
- Tax planning consideration
- Estate planning discussion
- Implementation roadmap
Pricing Information
Fee Structure
Our fees are transparent and based on consultation time and service complexity. No commission-based arrangements or hidden charges apply to our advisory services.
All fees are clearly disclosed upfront with no additional charges for standard consultation services.
Tax Information
All prices are displayed in Australian Dollars (AUD) and include applicable Goods and Services Tax (GST) where required.
All prices include GST
Licensed by ASIC Corporate Authorisation No. 847329
Representative APR for subscription services: 8.9% variable (based on subscription terms)
Frequently Asked Questions
Can I change my plan at any time?
Yes, you can upgrade or modify your service level by contacting us. Changes typically take effect from the next billing cycle.
What happens if I need to cancel my subscription?
You can cancel your subscription at any time with notice. Cancellations are processed according to our terms and conditions.
Do you offer refunds for consultation services?
Refunds are considered on a case-by-case basis according to our service terms and applicable Australian consumer law.
Ready to start your financial planning journey? Choose a plan that works for your needs and schedule your first consultation today.
Contact Us