Simple, Transparent Pricing
Choose the level of support that matches your financial planning needs
Individual results may vary.
Past performance does not guarantee future results.
Essential
Perfect for getting started
- Monthly 30-minute consultation call
- Basic financial health review
- Email support for questions
- Detailed analytical reports
- Comprehensive planning documents
Professional
Comprehensive planning support
- Bi-weekly 45-minute consultations
- Detailed financial analysis and reports
- Priority email and phone support
- Personalized action plans
- Advanced tax planning strategies
Premium
Complete financial guidance
- Weekly consultations (up to 60 minutes)
- Comprehensive planning documents
- Advanced analytical reviews
- Direct advisor access via phone/email
- Quarterly strategy reviews
Pricing Details
All prices include GST where applicable
Payment processing fee of 2.5% applies to all transactions
Billing occurs monthly in advance, cancel anytime with 30 days notice
Licensed by ASIC ACN 847329
Additional Service Fees
Document Preparation
$75 per comprehensive planning document (Premium plan includes up to 2 per quarter)
Emergency Consultations
$95 per hour for urgent consultations outside scheduled sessions
Third-Party Referrals
No additional fees for referrals to tax professionals or legal advisors
Representative APR for payment plans 14.9% APR% Variable rate based on payment terms, subject to approval
Frequently Asked Questions
Can I change plans at any time?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at the start of your next billing cycle.
What happens if I miss a payment?
We'll notify you immediately and provide a 7-day grace period. Services may be temporarily suspended until payment is received.
Is there a setup fee?
No setup fees for any plan. Your first month includes initial consultation and account setup at no additional cost.
Ready to Start Planning?
Choose your plan or speak with an advisor about which option works best for your situation
Talk to Advisor