Transparent Pricing for Every Financial Goal
Choose the subscription plan that fits your needs. No hidden fees, no surprises — just straightforward monthly pricing for ongoing financial guidance.
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional financial guidance
$250
per month
- Monthly one-on-one consultation (60 minutes)
- Basic financial health assessment
- Goal setting and progress tracking
- Email support between sessions
- Access to planning resources library
Monthly subscription fee of $250 AUD (GST inclusive)
No setup fees or additional charges
Comprehensive Planning
Our most popular plan for detailed financial strategy
$395
per month
- Bi-weekly consultation sessions (60 minutes each)
- Comprehensive financial analysis and reporting
- Tax-efficient planning strategies
- Priority email and phone support
- Quarterly detailed progress reviews
- Access to exclusive planning tools
Monthly subscription fee of $395 AUD (GST inclusive)
Includes all consultations and standard reporting
Premium Planning
Elite service for complex financial situations
$595
per month
- Weekly consultation availability (unlimited 60-min sessions)
- Advanced wealth preservation strategies
- Priority support with 24-hour response time
- Dedicated senior financial planner
- Monthly detailed analysis reports
- Annual comprehensive plan review
- Exclusive access to specialized planning strategies
Monthly subscription fee of $595 AUD (GST inclusive)
All services included with no additional fees
Fee Structure and Transparency
Our fee structure is designed to be transparent and aligned with your interests. Unlike traditional financial advisors, we don't earn commissions from product sales or receive kickbacks from financial institutions.
- • We operate on a fee-only model — you pay only the monthly subscription fee
- • No commissions from product recommendations or referrals
- • No hidden fees or surprise charges beyond your monthly subscription
GST and Tax Information
All subscription fees include Goods and Services Tax (GST) as required by Australian tax law. The GST component of your subscription is clearly itemized on your monthly invoice.
Current GST rate: 10% (included in all displayed prices)
GST treatment subject to Australian Taxation Office regulations and may vary based on individual circumstances
Additional Services and Fees
- Document preparation for complex transactions: $150-$300 per document
- Third-party consultation facilitation: $200 per hour
- Expedited service requests: 25% premium on standard consultation fees
Subscription services do not involve lending or credit facilities. No APR applicable to our planning services.
Questions About Pricing?
We believe in transparent pricing and want you to understand exactly what you're paying for. If you have questions about our fee structure or which plan is right for you, we're here to help.
Schedule a free 15-minute consultation to discuss which plan best fits your financial goals and circumstances.