Choose Your Plan
Transparent pricing for personalized financial guidance — no hidden fees or complex calculations
Individual results may vary.
Past performance does not guarantee future results.
Starter
Perfect for financial planning beginners
$149
per month
- Monthly 45-minute consultation
- Basic budgeting guidance
- Goal-setting framework
- Email support included
Professional
Comprehensive planning for serious savers
$250
per month
- Monthly 60-minute consultation
- Advanced analytical reviews
- Personalized action plans
- Priority email and phone support
- Quarterly progress assessments
Premium
Elite service for complex financial situations
$399
per month
- Bi-weekly 60-minute consultations
- Comprehensive financial analysis
- Advanced planning strategies
- Unlimited email and phone support
- Monthly written progress reports
- Priority booking and scheduling
Pricing Information
All prices include GST. No setup fees or hidden charges.
We do not receive commissions from financial product providers — our only income is your subscription fee.
Licensed by ASIC ACN 928374
Service subscriptions do not involve lending or credit arrangements. N/A - subscription service only% Monthly billing with 30-day cancellation notice.
Important Details
- All consultations are conducted by qualified financial professionals
- Cancel anytime with 30 days' written notice
- Unused consultation time does not roll over between billing periods
- Additional consultation time available at $89 per 30-minute session
Common Questions
Can I switch plans during my subscription?
Yes, you can upgrade or downgrade your plan with changes taking effect at your next billing cycle.
What happens if I miss a scheduled consultation?
We offer one free rescheduling per month. Additional rescheduling may result in forfeited session time.
Do you provide written summaries of consultations?
Professional and Premium plans include written session summaries. Starter plan summaries available for additional $25 per session.
Need Something Different?
Large asset bases or complex situations may benefit from customized consultation arrangements.
Discuss Custom Options