Choose Your Planning Approach
Flexible consultation options designed to match your financial planning needs and timeline
Individual results may vary based on personal circumstances, market conditions, and implementation of recommendations.
Past performance does not guarantee future results.
Starter Consultation
Perfect for getting your financial foundation organised with essential guidance
$150
per month
- Monthly budget review session
- Basic expense analysis
- Email support for questions
- Financial goal setting assistance
Complete Planning
Comprehensive consultation approach for serious financial progress
$250
per month
- Unlimited consultation sessions
- Detailed budget analysis and optimisation
- Priority email and phone support
- Strategic financial planning guidance
- Quarterly progress reviews
Premium Guidance
Intensive consultation support for complex financial situations
$350
per month
- Weekly consultation availability
- Advanced scenario planning
- Same-day response guarantee
- Tax planning consultation
- Estate planning guidance
- Dedicated consultant assignment
Fee Structure and Terms
- All pricing is transparent with no hidden commissions or product sales. We do not earn money from recommended financial products.
- All prices include GST where applicable under Australian tax regulations.
- Monthly subscriptions are billed in advance. Cancel anytime with 30 days notice.
No interest charges apply as these are consultation service fees, not loan products. N/A - Service FeesService fees are fixed monthly amounts, not variable interest rates.
Compare Plans
| Feature | Starter Consultation | Complete Planning | Premium Guidance |
|---|---|---|---|
| Monthly consultation sessions | |||
| Budget analysis depth | |||
| Response time guarantee | |||
| Additional planning areas |
Ready to Start Planning?
Choose the consultation approach that matches your needs and begin your financial planning journey today
Get Started