Flexible Financial Planning Pricing
Choose the consultation approach that matches your financial planning needs and budget requirements
Individual results may vary.
Past performance does not guarantee future results.
Essential Consultation
Perfect for individuals seeking focused financial guidance on specific topics or one-time planning needs.
per consultation
- Single consultation session (90 minutes)
- Written summary and recommendations
- Email follow-up support (7 days)
- No ongoing support included
- No regular plan reviews
Monthly Planning Subscription
Comprehensive ongoing financial planning support with regular consultations and continuous guidance for serious planners.
per month
- Monthly consultation sessions (60 minutes)
- Unlimited email and phone support
- Quarterly comprehensive plan reviews
- Market insights and updates
- Priority booking and scheduling
Premium Planning Package
Advanced financial planning for complex situations requiring intensive consultation and specialised expertise.
per month
- Bi-weekly consultation sessions
- Dedicated planning specialist
- Comprehensive planning documents
- Tax planning coordination
- Estate planning consultation
- Priority support and emergency access
Important Pricing Information
Payment and Commission Structure
Our fees are transparent and based solely on consultation services. We do not receive commissions from financial products, ensuring unbiased advice and recommendations.
GST and Tax Information
All prices include applicable Goods and Services Tax (GST) as required under Australian tax law.
All displayed prices include 10% GST
Billing Cycle Details
Monthly subscriptions are billed in advance on the same date each month. You can cancel or modify your subscription with 30 days' notice.
Cancellation and Refund Policy
Subscriptions can be cancelled with 30 days' written notice. No refunds are provided for unused consultation time, but scheduled sessions can be completed within the notice period.
Licensed by ASIC Corporate Authorised Representative 847329
Representative APR: 0.0% (Not applicable - no credit extended)
Frequently Asked Questions
Can I change my subscription plan?
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect at the next billing cycle, and we'll adjust pricing accordingly.
What happens if I miss a scheduled consultation?
We understand schedules change. Please provide 24 hours notice for rescheduling. Missed appointments without notice may not be rescheduled within the same billing period.
Do you offer family or couple planning sessions?
Absolutely. Our consultation sessions can include couples or family members as appropriate for your planning needs. This is included in your regular session allocation.
Is there a long-term contract requirement?
No long-term contracts are required. Monthly subscriptions operate on a month-to-month basis, and you can cancel with 30 days' notice.
Ready to Start Your Financial Planning Journey?
Join over 1511 clients who have transformed their financial futures through our personalised consultation approach. Start with a plan that fits your needs today.
Contact Our Team