Transparent Pricing Plans
Choose the consultation plan that fits your financial planning needs. No hidden fees, no commissions — just honest, professional guidance.
Basic Consultation
Perfect for those starting their financial planning journey or needing occasional guidance on specific topics.
- Monthly 30-minute consultation session
- Email support between sessions
- Basic financial planning resource access
- No priority booking
- Limited to standard consultation hours
Professional Planning
Our most popular option for comprehensive financial planning discussions and ongoing support throughout your journey.
- Monthly 60-minute consultation session
- Priority email and phone support
- Extended resource library access
- Flexible scheduling options
- Detailed consultation summaries
Comprehensive Review
For complex financial situations requiring intensive guidance and comprehensive review of multiple financial aspects.
- Two 60-minute consultation sessions monthly
- Unlimited email and phone support
- Complete resource suite access
- Priority booking and emergency consultations
- Comprehensive written summaries
- Multi-topic session capability
Pricing Details and Information
- All prices include GST where applicable
- We do not earn commissions from any financial products or services discussed during consultations
- Monthly subscriptions are billed automatically and can be cancelled at any time with 30 days notice
- Licensed by ASIC ACN 847329
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed concepts.
Past performance does not guarantee future results.
Representative APR N/A - No credit or lending services offered% Our services do not involve lending, credit, or financing arrangements
Frequently Asked Questions
Can I change or cancel my subscription?
Yes, you can upgrade, downgrade, or cancel your subscription at any time with 30 days written notice. Changes take effect at the next billing cycle.
What happens if I miss a consultation session?
We understand life happens. Missed sessions can be rescheduled within the same billing month, subject to availability. We require at least 24 hours notice for cancellations.
Are there any additional fees or charges?
No. The monthly subscription fee is the only charge. There are no setup fees, cancellation penalties, or hidden charges of any kind.
Do you provide written recommendations or reports?
We provide consultation summaries outlining topics discussed, but we do not create formal financial plans or provide written investment recommendations. Our focus is on guidance and discussion.
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