Simple, Transparent Pricing
Choose the plan that fits your financial planning needs
Starter Planning
Perfect for individuals beginning their financial planning journey
$150
per month
- Monthly one-on-one consultation
- Basic budget analysis
- Goal setting framework
- Email support
Complete Planning
Comprehensive planning for serious financial growth
$250
per month
- Unlimited consultations
- Comprehensive financial analysis
- Risk assessment review
- Cash flow optimization
- Priority support
Premium Planning
Advanced planning for complex financial situations
$400
per month
- Unlimited consultations
- Advanced analytical reviews
- Estate planning discussions
- Tax strategy guidance
- Quarterly progress reports
- Direct phone access
Pricing Information
- All subscription plans include access to our secure client portal and mobile app
- Plans can be upgraded or downgraded at any time with 30 days' notice
- All prices include GST and applicable taxes
- Payment processing fee of 2.9% applies to all transactions
Licensed by ASIC ACN 749685004
Important Financial Information
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed concepts.
Past performance does not guarantee future results.
Representative APR for payment plans 15.9% APR variable(rates may vary based on payment method and creditworthiness)
Pricing Questions
Can I change my plan after subscribing?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle with appropriate pro-rating applied.
Are there any setup fees or hidden costs?
No setup fees or hidden costs. The monthly subscription price includes all features listed in your chosen plan. Payment processing fees apply as disclosed above.
What happens if I cancel my subscription?
You can cancel anytime with 30 days' notice. You'll retain access to services through your current billing period. No refunds are provided for partial months.