Simple, Transparent Pricing
Choose the financial planning approach that fits your needs. All plans include personalized consultations and ongoing support with no hidden fees.
Individual results may vary.
Past performance does not guarantee future results.
Essential Plan
Perfect for getting started with professional financial guidance and building good money habits.
- Monthly 30-minute consultation
- Basic financial health assessment
- Goal-setting guidance
- Email support between sessions
Professional Plan
Comprehensive planning for those serious about optimizing their financial future and building wealth.
- Monthly 60-minute consultation
- Detailed financial analysis
- Custom strategy development
- Priority phone and email support
- Quarterly progress reviews
Premium Plan
Elite-level service for high-net-worth individuals requiring sophisticated financial strategies and dedicated attention.
- Bi-weekly 60-minute consultations
- Advanced planning strategies
- Direct advisor phone access
- Annual comprehensive review
- Family financial planning
- 24/7 urgent support line
Pricing Details
All prices include GST. Monthly billing with no setup fees or long-term contracts required.
We operate on a fee-for-service basis and do not receive commissions from financial product sales.
No credit facilities offered. All services are paid monthly in advance.
Licensed by AFSL 482759
Frequently Asked Questions
Can I change plans anytime?
Absolutely! You can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll pro-rate any differences.
What happens if I need to cancel?
You can cancel anytime with 30 days notice. There are no cancellation fees, and you'll continue to receive service until the end of your current billing period.
Do you offer family discounts?
Yes! Family members receive a 15% discount when multiple people from the same household subscribe to our services. Contact us to set this up.
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