Simple, Transparent Pricing
Choose the financial planning approach that fits your needs. No hidden fees, no complicated contracts — just clear guidance when you need it.
Starter Guidance
Perfect for those beginning their financial planning journey
- Monthly planning consultation (30 minutes)
- Email support for quick questions
- Access to basic planning resources
- Goal-setting and budgeting guidance
- No advanced planning strategies
Complete Planning
Comprehensive financial guidance for serious planners
- Weekly planning consultations (45 minutes each)
- Priority email and phone support
- Advanced planning tools and calculators
- Tax optimization guidance
- Retirement and long-term planning
- Quarterly comprehensive reviews
Executive Advisory
Premium service for complex financial situations
- Unlimited consultations (up to 8 hours monthly)
- Dedicated planning specialist
- Family financial planning coordination
- Business and personal integration strategies
- Estate and succession planning guidance
- Same-day response guarantee
- Annual comprehensive financial review
Pricing Information
- All prices include GST and are displayed in Australian Dollars (AUD).
- Monthly subscriptions are charged on the same date each month via secure payment processing.
- Billing cycles begin on your subscription start date and renew automatically unless cancelled.
- Cancel anytime with 30 days notice. No refunds for partial months.
Licensed by AFSL 847329
Important Financial Notices
Individual results may vary based on personal circumstances, market conditions, and implementation of financial strategies.
Past performance does not guarantee future results.
Subscription services do not involve credit or lending arrangements. No APR applicable% Fees are fixed monthly amounts, not subject to interest rate changes.
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle.
What payment methods do you accept?
We accept all major credit cards, debit cards, and direct bank transfer from Australian accounts.
Do you offer refunds?
We don't provide refunds for services already delivered, but you can cancel anytime to avoid future charges.
Ready to start your financial planning journey? Choose your plan and begin building better money habits today.
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