Simple, Transparent Pricing for Financial Planning
Choose the consultation level that fits your financial planning needs
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed strategies.
Past performance does not guarantee future results.
Essential Planning
$150
per month
Perfect for individuals starting their financial planning journey who need regular guidance and accountability.
- Monthly 30-minute consultation call
- Basic financial situation review
- Goal-setting assistance
- Email support between sessions
Comprehensive Planning
$250
per month
Our flagship service offering detailed analysis and strategic guidance for complex financial situations.
- Monthly 60-minute consultation session
- Detailed financial analysis and review
- Strategic planning discussions
- Priority email and phone support
- Quarterly progress assessments
Executive Planning
$400
per month
Comprehensive service for high-net-worth individuals requiring extensive financial planning support.
- Two monthly consultation sessions (90 minutes total)
- Advanced financial modeling discussions
- Estate and succession planning guidance
- Dedicated consultant relationship
- Monthly written progress summaries
- On-demand consultation availability
Pricing Information
Service Fees
All consultation services are fee-based with no commissions from financial product providers, ensuring unbiased guidance aligned with your interests.
Tax Information
All prices include GST where applicable. Australian residents may be eligible for tax deductions on financial planning services.
All prices include applicable GST
Registered financial services provider in Australia
Late payment charges apply at 1.5% per month (19.56% annual percentage rate) on overdue amounts.
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 your next billing cycle.
What happens if I miss a consultation?
We offer flexible rescheduling within the same month. Unused sessions do not roll over to the following month.
Is there a minimum commitment period?
No minimum commitment required. You can cancel anytime with 30 days written notice.
Have questions about which plan is right for you?
Contact Our Team