Transparent Pricing Plans
Choose the consultation package that best fits your financial planning needs
Individual results may vary.
Past performance does not guarantee future results.
Essential Consultation
Perfect for getting started with professional financial guidance
$125
per consultation
- 60-minute comprehensive financial review
- Personalized recommendations report
- Basic risk assessment analysis
- Follow-up email support for 30 days
- Resource library access
No commission fees or hidden charges
All prices include GST
Comprehensive Planning
Our most popular monthly subscription for ongoing financial guidance
$250
per month
- Monthly 90-minute consultation sessions
- Detailed financial health assessments
- Advanced tax optimization strategies
- Retirement planning roadmap
- Priority email and phone support
- Quarterly progress reviews
Subscription-based model with transparent monthly billing
All prices include GST
Executive Advisory
Premium service for high-net-worth individuals and complex situations
$450
per month
- Unlimited consultation access
- Advanced wealth preservation strategies
- Tax-efficient planning solutions
- Estate planning guidance
- Direct advisor phone line access
- Bespoke financial modeling
- Annual comprehensive review meeting
Premium subscription with dedicated advisor assignment
All prices include GST
Licensed by ASIC AFS License 822722
Representative APR varies based on individual circumstances N/A - consultation services only% Advisory fees are fixed subscription rates, not variable interest rates
Compare Our Plans
| Features | Essential Consultation | Comprehensive Planning | Executive Advisory |
|---|---|---|---|
| Consultation Duration | |||
| Monthly Sessions | 1 per booking | 1 scheduled | Unlimited |
| Written Reports | |||
| Phone Support | |||
| Advanced Strategies |
Frequently Asked Questions
What's included in the monthly subscription?
Your subscription includes scheduled consultations, ongoing email support, access to resources, and regular progress reviews. All fees are transparent with no hidden costs or commission charges.
Can I cancel my subscription at any time?
Yes, you can cancel your subscription with 30 days written notice. There are no long-term contracts or cancellation penalties.
Do you charge commissions on recommended products?
No, we operate on a transparent fee-for-service basis. We do not receive commissions from financial products, ensuring our advice remains independent and in your best interests.
Is there a setup fee for new clients?
There are no setup fees or hidden charges. You pay only the monthly subscription fee for your chosen plan, with all costs clearly outlined upfront.
Ready to Transform Your Financial Future?
Choose the plan that fits your needs and start your journey toward better financial clarity and confidence today.
Schedule Consultation