Simple, Transparent Pricing

Choose the consultation plan that fits your financial planning needs

Individual results may vary based on personal circumstances and commitment to financial planning principles

Past performance does not guarantee future results

Basic Consultation

$150

per session

One-time consultation fee. No hidden costs or ongoing commitments.

Perfect for getting started with financial planning or addressing specific questions about your money management approach.

  • 90-minute personal consultation
  • Basic financial health assessment
  • Practical action plan
  • Email follow-up summary
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Monthly Planning

$250

per month

Monthly subscription. Cancel anytime with 30 days notice.

Comprehensive ongoing support for individuals serious about improving their financial situation with regular guidance and accountability.

  • Two consultations per month
  • Detailed financial planning review
  • Priority email support
  • Resource library access
  • Progress tracking tools
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Premium Support

$400

per month

Monthly subscription with premium benefits. Cancel anytime with 30 days notice.

Complete financial planning support with unlimited consultations and personalised attention for complex financial situations.

  • Unlimited monthly consultations
  • Comprehensive financial planning
  • Direct phone and email access
  • Custom planning materials
  • Quarterly strategy reviews
  • Priority scheduling
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Payment Information

Consultation Fees

All fees are clearly stated with no hidden charges or commission-based recommendations.

  • We do not receive commissions from financial product providers
  • Our recommendations are based solely on your best interests

GST Information

All prices include 10% GST as required by Australian tax legislation.

GST is calculated in accordance with current Australian taxation requirements

Representative APR: Not applicable - consultation services only

Additional Services

Document Review

Professional review of financial documents and contracts

$100

per review

Emergency Consultation

Urgent financial planning consultation outside regular hours

$200

per session

Partner/Spouse Session

Joint consultation session for couples or business partners

$50

additional fee

Frequently Asked Questions

Can I change plans at any time

Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the next billing cycle.

What happens if I cancel my subscription

You can cancel anytime with 30 days notice. You'll retain access to services until the end of your billing period.

Do you offer refunds

We offer a satisfaction guarantee on your first consultation. Monthly subscriptions are non-refundable but can be cancelled for future billing.

Ready to take control of your financial future

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