Choose Your Plan
Get to know our transparent pricing structure designed to provide excellent value for your financial planning journey. All plans include comprehensive consultation services with experienced professionals.
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
$150
per month
Perfect for individuals starting their financial planning journey who want professional guidance and support.
What's included:
- Monthly 45-minute consultation session
- Basic budget analysis and recommendations
- Email support between sessions
- Resource allocation guidance
Service fee:: 2.5% of managed amounts
All prices include GST. No setup fees.
Comprehensive Planning
$250
per month
Our flagship service offering comprehensive financial planning with enhanced support and detailed analysis.
What's included:
- Monthly 60-minute consultation session
- Detailed cash flow analysis
- Goal tracking and progress monitoring
- Priority email and phone support
- Quarterly financial health reports
Service fee:: 2.0% of managed amounts
All prices include GST. No setup fees.
Premium Planning
$400
per month
Premium service for clients seeking intensive support and advanced financial planning strategies.
What's included:
- Bi-weekly 45-minute consultation sessions
- Advanced analytical reviews
- Personalised action plans
- Unlimited email and phone support
- Monthly progress reports
- Access to exclusive resources
Service fee:: 1.75% of managed amounts
All prices include GST. No setup fees.
Payment Terms
Monthly subscriptions are billed in advance. You may cancel your subscription with 30 days' notice. Service fees are calculated monthly based on your average account balance.
All prices include 10% GST as required under Australian tax legislation.
Licensed by ASIC ACN 847329
Credit Information
For any credit products discussed during consultations, representative APR rates apply. Representative APR: Variable% Rates may vary based on individual circumstances and market conditions.
Need Something Different?
We can create a customised plan tailored to your specific needs and circumstances. Contact our team to discuss your requirements.
Contact UsFrequently 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.
What happens if I cancel my subscription?
You can cancel anytime with 30 days' notice. You'll continue to have access to services until the end of your billing period.
Are there any setup fees?
No, there are no setup fees or hidden costs. The monthly subscription price includes everything listed in your chosen plan.