Simple, Transparent Pricing

Choose the financial planning approach that works for your situation

Individual results may vary based on personal circumstances, market conditions, and adherence to discussed strategies

Past performance does not guarantee future results

Starter Consultation

Perfect for individuals beginning their financial planning journey

$125

per month

  • Monthly 45-minute consultation session
  • Basic financial review and budgeting guidance
  • Email support for follow-up questions
  • Access to essential financial planning resources
Start Planning
Most Popular

Professional Planning

Comprehensive guidance for serious financial planning goals

$250

per month

  • Monthly 75-minute comprehensive consultation
  • Detailed financial analysis and strategic recommendations
  • Priority email and phone support
  • Personalized action plans and goal tracking
  • Access to premium planning tools and calculators
Get Started

Premium Advisory

Advanced financial guidance for complex situations and high-net-worth planning

$450

per month

  • Two monthly sessions (90 minutes total)
  • Advanced analysis including tax optimization strategies
  • Direct consultant phone line and same-day response
  • Quarterly comprehensive financial health reports
  • Estate and succession planning guidance
  • Referrals to specialized professionals when needed
Contact Us

Fees and Commission Structure

Payment Processing

All subscription fees are processed through secure payment systems with the following fee structure

  • Monthly subscription fees are charged automatically on your billing date
  • Payment processing fees (if any) are included in the subscription price
  • No additional commissions are charged for consultations within your subscription plan

GST and Tax Information

All prices include applicable Australian Goods and Services Tax (GST) where required

Current GST rate: 10%

Tax obligations may vary based on your Australian state or territory of residence

Representative APR: N/A (subscription service, not a credit product) 0.0% Our subscription fees are fixed monthly amounts, not credit-based products requiring APR disclosure

Additional Information

Billing and Payment Details

Subscriptions are billed monthly in advance. Payment methods accepted include major credit cards and direct debit. Billing occurs on the same date each month as your initial subscription

Cancellation Policy

You may cancel your subscription at any time with 7 days written notice. Cancellation takes effect at the end of your current billing period. No partial refunds for unused portions of the monthly fee

Satisfaction Policy

While we don't offer automatic refunds, we will consider refund requests for service quality issues within the first 14 days of subscription on a case-by-case basis

Pricing Questions

Can I change my subscription plan?

Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect at your next billing cycle, and we'll adjust the pricing accordingly

Are there any setup fees or hidden costs?

No, there are no setup fees, hidden costs, or additional charges beyond your monthly subscription fee. Everything is included in the transparent pricing shown above

What happens if I miss a consultation session?

If you need to reschedule, please provide at least 24 hours notice. Missed sessions without notice cannot be refunded, but we'll work with you to reschedule when possible

Ready to transform your financial future? Choose your plan and start building better money management skills today

Choose Your Plan