Transparent Pricing for Every Stage
Choose the financial planning subscription that matches your current needs and goals
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
Perfect for getting started
- Monthly 30-minute consultation
- Basic budgeting guidance
- Goal setting and tracking
- Email support between sessions
No additional fees or commissions
Comprehensive Planning
Our most popular option
- Monthly 60-minute consultation
- Comprehensive financial review
- Tax planning strategies
- Retirement planning guidance
- Priority email and phone support
No hidden fees or product commissions
Premium Advisory
Complete financial partnership
- Bi-weekly 45-minute consultations
- Estate planning coordination
- Advanced tax optimization
- Insurance needs analysis
- Quarterly comprehensive reviews
- Direct phone access to advisor
Fee-only model with complete transparency
Pricing Details and Fee Structure
Commission-Free Advice
All our fees are transparent with no hidden commissions or product sales incentives
GST Information
All prices include GST where applicable under Australian tax law
Billing Cycle
Monthly subscriptions are billed in advance with flexible cancellation options
Representative APR Not applicable - subscription service only% Pricing subject to annual review with reasonable notice
Common Questions About Pricing
Can I change plans anytime
Yes, you can upgrade or downgrade your plan with one month's notice
Are there any setup fees
No setup fees or joining costs - just your monthly subscription
What if I need to pause my subscription
We offer flexible pause options for up to 3 months per year
Do you offer refunds
We provide pro-rata refunds within the first 14 days of initial subscription
Need Something Different
We can create custom planning solutions for unique financial situations or family circumstances
Discuss Custom Options