Simple, Transparent Pricing
Choose the financial planning solution that fits your needs
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial journey
- Monthly budget review and analysis
- Basic resource allocation guidance
- Email support and consultation
- Financial progress tracking
- No phone consultations
- Limited to 2 plan revisions per month
Comprehensive Planning
Our flagship service for serious financial planning
- Everything in Essential Planning
- Weekly phone consultations
- Detailed financial roadmap development
- Priority email and phone support
- Unlimited plan revisions and updates
- No family planning sessions
Premium Family Planning
Comprehensive financial planning for families and high-net-worth individuals
- Everything in Comprehensive Planning
- Family financial planning sessions
- Advanced resource allocation strategies
- Quarterly comprehensive reviews
- Dedicated account manager
- Emergency consultation availability
Pricing Information and Terms
Payment Structure
Our subscription fees are charged monthly in advance. No hidden fees or commissions on your financial decisions.
We do not receive commissions from third-party financial products or services we may discuss during consultations.
GST and Tax Information
All pricing is displayed in Australian Dollars and includes applicable taxes.
All prices include GST where applicable
Licensed by ASIC ACN 847329
Representative APR for payment plans: 8.9% APRvariable, based on creditworthiness and payment method
Frequently Asked Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at the start of your next billing cycle.
Is there a setup fee or contract?
No setup fees required. Our service operates on a month-to-month basis with no long-term contracts required.
What happens if I cancel my subscription?
You can cancel anytime with 30 days notice. You'll retain access to services through the end of your current billing period.
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