Simple, Transparent Pricing
Choose the plan that fits your financial goals
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started
$199
per month
Get professional financial guidance with monthly consultations and basic planning support for individuals ready to take control of their finances.
- Monthly 45-minute consultation
- Personal financial plan review
- Email support between sessions
- Basic budgeting guidance
No setup fees or hidden charges. Cancel anytime with 30 days notice.
Complete Planning
Our signature service
$250
per month
Comprehensive financial planning with extended consultations and priority support. Perfect for individuals and couples seeking thorough financial guidance.
- Monthly 60-minute consultation
- Comprehensive financial planning
- Priority email and phone support
- Quarterly goal review sessions
- Access to planning tools and resources
Includes all consultation fees. No additional charges for standard services.
Premium Planning
Maximum support and guidance
$350
per month
Premium service with extended consultations, unlimited support, and advanced planning strategies for complex financial situations.
- Monthly 90-minute consultation
- Advanced financial planning strategies
- Unlimited email and phone support
- Monthly progress tracking calls
- Tax planning consultation
- Estate planning guidance
All-inclusive pricing with no additional consultation fees.
Pricing Details and Terms
Fee Structure
All prices are monthly subscription fees charged in advance. No commission-based charges or hidden fees apply to our standard services.
Additional services outside standard plans may incur separate charges, which will be discussed in advance.
GST Information
All prices include GST (Goods and Services Tax) where applicable under Australian tax law.
GST treatment may vary based on specific service components and client circumstances.
Billing and Payment
Subscriptions are billed monthly in advance on your signup date. Payment is required to maintain active service.
No interest charges apply to monthly subscription payments. Representative APR: 0% for standard payment terms.
Pricing Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll prorate any differences.
What payment methods do you accept?
We accept major credit cards, debit cards, and direct bank transfer. All payments are processed securely through our encrypted payment system.
Is there a setup fee or contract?
No setup fees or long-term contracts required. You pay only your monthly subscription fee and can cancel anytime with 30 days notice.
What happens if I miss a payment?
We'll contact you about missed payments and provide a grace period to update your payment method. Services may be suspended if payment issues aren't resolved promptly.
Have questions about pricing or need a custom solution?
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