Transparent Pricing Plans
Choose the subscription level that matches your financial planning needs and goals.
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started
- Monthly 30-minute consultation
- Basic budget analysis and review
- Email support between sessions
- Essential financial planning resources
No hidden fees or commissions
GST included in all pricing
Comprehensive Planning
Our flagship service
- Monthly 60-minute consultation
- Detailed budget and goal analysis
- Priority email and phone support
- Comprehensive planning resources
- Quarterly progress reviews
Transparent fee structure, no commissions
GST included in all pricing
Premium Planning
Complete financial guidance
- Two monthly 45-minute consultations
- Advanced planning and analysis
- Unlimited support access
- Premium resource library
- Monthly progress tracking
- Family financial planning included
Complete transparency, fee-only service
GST included in all pricing
Pricing Information
- All prices include GST and are billed monthly with no long-term contracts required
- Cancel or change plans anytime with 30 days notice - no cancellation fees
- Monthly subscription service with no interest charges or APR applicable
- Licensed by ASIC RG 847329
Need Something Different?
We can create tailored solutions for unique situations or specific financial planning requirements that don't fit our standard plans.
Discuss Custom OptionsNo Commission Conflicts
Our fee-only structure means our advice is always in your best interest, with no product sales pressure or hidden commissions.
Cancel Anytime
Month-to-month subscriptions with no lock-in contracts — change or cancel your plan whenever your needs change.
Transparent Value
Clear pricing with all costs upfront means you always know exactly what you're paying for our services.
Pricing Questions
Can I change plans during my subscription?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect from your next billing cycle.
Are there any setup fees or additional costs?
No setup fees, cancellation charges, or hidden costs. The monthly subscription price is all you pay.
What happens if I miss a monthly payment?
We'll send reminders and pause services temporarily. Your account can be easily reactivated once payment is updated.