Choose Your Financial Planning Journey
Transparent pricing for real financial transformation — no hidden fees, no surprises, just honest guidance that fits your budget
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with professional financial guidance and building solid money habits
$199
per month
- Monthly 30-minute consultation call
- Basic financial assessment and goal setting
- Email support between sessions
- Simple budgeting and savings strategies
Management Fee: 1.2% annually
Additional Consultation Rate: $150 per hour
Comprehensive Planning
Complete financial planning with personalised strategies and ongoing support for serious wealth building
$250
per month
- Monthly 60-minute consultation call
- Detailed financial analysis and planning
- Priority email and phone support
- Advanced budgeting and allocation strategies
- Quarterly progress reviews and adjustments
Management Fee: 1.0% annually
Additional Consultation Rate: $125 per hour
Premium Planning
Complete financial planning with unlimited access and advanced strategies for high-net-worth individuals
$399
per month
- Unlimited consultation calls and support
- Complex financial planning and analysis
- Direct phone access to your planner
- Advanced tax and estate considerations
- Monthly detailed progress reports
- Priority booking for all services
Management Fee: 0.8% annually
Additional Consultation Rate: $100 per hour
Payment and Fee Information
Service Fees
All subscription plans include transparent fee structures with no hidden charges or surprise costs
Payment Processing Fee: 2.9% + $0.30 per transaction
International Transaction Fee: Additional 1.5% for non-Australian cards
GST Information
All prices include Australian Goods and Services Tax where applicable
GST Rate: 10% GST included in all advertised prices
GST compliance under Australian Tax Office regulations
Representative APR for payment plans 8.9% APR (variable) APR may vary based on creditworthiness and payment method
Common Pricing Questions
Can I change plans anytime
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle.
What happens if I miss a payment
We'll attempt payment three times over 10 days. If unsuccessful, your account will be suspended until payment is resolved.
Are there any setup fees
No setup fees, joining costs, or hidden charges. You pay only your monthly subscription and applicable taxes.
Ready to transform your financial future
Contact Us