Simple, Transparent Pricing
Choose the plan that fits your financial planning needs — no hidden fees, no long-term contracts
Individual results may vary significantly based on personal circumstances, market conditions, and implementation of suggested strategies.
Past performance does not guarantee future results.
Starter
Perfect for getting started
- One 60-minute consultation monthly
- Basic budget analysis and review
- Email support between sessions
- Personalised action plan updates
Setup Fee: $0
Additional Hours: $95/hour
Professional
Comprehensive financial guidance
- Two consultations monthly (90 minutes total)
- Detailed financial health assessments
- Priority email and phone support
- Quarterly strategy reviews
- Custom planning reports
Setup Fee: $0
Additional Hours: $85/hour
Premium
Complete financial partnership
- Unlimited consultations (up to 4 hours monthly)
- Advanced planning strategies
- Direct advisor phone access
- Monthly written reports
- Tax planning integration
- Annual comprehensive review
Setup Fee: $0
Additional Hours: $75/hour
Payment Information
GST Information
All prices include GST where applicable under Australian tax law.
GST rate of 10% applies to Australian residents
Payment Terms
Subscription fees are charged monthly in advance at AUD $250 per month, inclusive of GST where applicable.
We accept Visa, MasterCard, American Express, and direct debit from Australian bank accounts.
No interest charges apply — monthly subscription fees only.
Additional Fees
- Document preparation: $45 per detailed report
- Urgent consultation (same day): $50 surcharge
- Third-party service coordination: $25 per referral
Pricing Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect on your next billing cycle.
What if I need to cancel?
You can cancel anytime with 30 days' notice. No cancellation fees apply, and you'll retain access through your current billing period.
Are there setup fees?
No setup fees for any plan. Your first month is prorated based on your start date.
How do refunds work?
We provide prorated refunds for unused services if you cancel mid-cycle, processed within 7-10 business days.
Need a custom solution or have questions about our pricing? We're here to help find the right fit for your needs.
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