Simple, Transparent Pricing
Choose the financial planning support level that fits your needs. All plans include ongoing consultation access.
Essential
Perfect for individuals just starting their financial planning journey
per month
- Monthly 45-minute consultation
- Basic financial planning guidance
- Email support between sessions
- Resource library access
- Limited to basic planning topics
Professional
Comprehensive planning for serious financial goal achievement
per month
- Monthly 60-minute consultation
- Comprehensive financial analysis
- Priority email and phone support
- Personalized planning documents
- Progress tracking and reviews
Premium
Intensive support for complex financial situations and high-net-worth planning
per month
- Two 60-minute consultations monthly
- Advanced planning strategies
- Unlimited communication access
- Custom financial modeling
- Quarterly comprehensive reviews
- Priority booking and scheduling
All prices include GST
No additional fees or commissions. Monthly billing with no long-term contracts required.
Licensed by AFSL 627491
Individual results may vary.
Past performance does not guarantee future results.
Service fees are fixed monthly charges with no interest or APR applicable
Feature Comparison
| Features | Essential | Professional | Premium |
|---|---|---|---|
| Monthly Consultations | |||
| Session Duration | 45 minutes | 60 minutes | 120 minutes |
| Email Support | |||
| Planning Documents | |||
| Progress Reviews |
Have Questions About Pricing?
Not sure which plan is right for your situation? We're happy to discuss your needs and help you choose the best option.
Contact Us