Transparent Pricing
Choose the consultation plan that fits your financial planning needs
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey
$199
per month
- Monthly one-on-one consultation session
- Personal budget analysis and recommendations
- Email support for urgent questions
- Access to planning resources and tools
- Goal-setting and progress tracking
Comprehensive Planning
Our flagship service with complete financial guidance
$250
per month
- Two detailed consultation sessions monthly
- Advanced budget optimization strategies
- Priority phone and email support
- Personalized action plans and roadmaps
- Quarterly comprehensive financial review
Executive Planning
Intensive support for complex financial situations
$349
per month
- Weekly consultation sessions as needed
- Complex financial situation analysis
- Dedicated consultant and priority access
- Advanced goal modeling and scenario planning
- Integration with external financial professionals
- Monthly detailed progress reports
Pricing Information
- All prices include 10% GST
- No hidden fees or commission charges apply
- Services are consultation-based with no lending or credit components
Licensed by ASIC 847329
Frequently Asked Questions
Can I cancel my subscription anytime?
Yes, you can cancel with 30 days written notice. Your service continues until the end of your current billing period.
Are there any setup fees?
No setup fees apply. Your first consultation can be scheduled immediately upon subscription activation.
What payment methods do you accept?
We accept major credit cards, bank transfers, and direct debit arrangements for your convenience.
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