Flexible Financial Planning Pricing

Choose the level of guidance that fits your needs and budget. All plans include personalized consultations and ongoing support.

Individual results may vary significantly based on personal circumstances, market conditions, and implementation of guidance provided.

Past performance does not guarantee future results.

Essential

$150

per month

Perfect for individuals beginning their financial journey who need foundational guidance and practical budgeting support.

What's Included:

  • One monthly consultation (60 minutes)
  • Budget analysis and recommendations
  • Email support between sessions
  • Access to financial planning resources
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Most Popular

Professional

$250

per month

Comprehensive financial guidance for those ready to optimize their money management and build stronger financial foundations.

What's Included:

  • Two monthly consultations (60 minutes each)
  • Detailed financial analysis and modeling
  • Priority email and phone support
  • Quarterly financial health assessments
  • Access to advanced planning tools
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Premium

$400

per month

Executive-level financial guidance for individuals with complex financial situations requiring sophisticated planning approaches.

What's Included:

  • Weekly consultations (60 minutes each)
  • Comprehensive financial modeling and projections
  • Dedicated consultant with direct access
  • Monthly detailed financial reports
  • Priority scheduling and emergency consultations
  • Advanced tax planning discussions
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Pricing Information

All prices include GST (10%) as required by Australian tax law.

We operate on a fee-for-service basis and do not receive commissions from financial product recommendations.

Monthly subscriptions are billed in advance with automatic renewal. Cancel anytime with 30 days notice.

No credit or financing offered. Services are subscription-based with monthly payment terms. N/A - No financing provided% Payment processing fees may apply depending on chosen payment method.

Regulated by Australian Securities and Investments Commission (ASIC)

View our ASIC licensing information

Optional Add-On Services

One-Time Financial Review

Comprehensive analysis of your current financial situation with detailed recommendations report.

$200

Learn more

Emergency Consultation

Urgent financial guidance session for time-sensitive decisions or unexpected financial situations.

$150

Learn more

Pricing Questions

Can I change my plan at any time?

Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at the next billing cycle, and we'll adjust pricing accordingly.

What payment methods do you accept?

We accept all major credit cards, direct debit from Australian bank accounts, and PayPal. Payment is processed securely through our encrypted payment system.

Are there any setup fees or hidden costs?

No setup fees or hidden costs. The monthly subscription price includes all features listed in your chosen plan. Additional services are clearly priced separately.

Need Something Different?

Have unique requirements or need services for multiple family members? We can create a custom plan tailored to your specific needs and circumstances.

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