Choose Your Financial Planning Consultation Plan
Transparent pricing for professional financial planning guidance tailored to your needs
Individual results may vary.
Past performance does not guarantee future results.
Starter Consultation
Perfect for individuals beginning their financial planning journey who want professional guidance and clarity
per consultation
- 60-minute personal consultation
- Financial situation review
- Goal-setting discussion
- Written summary of key insights
- Ongoing support not included
- Limited to single consultation
Monthly Planning Partnership
Comprehensive monthly consultations for those who want regular financial planning guidance and support
per month
- Monthly 90-minute consultations
- Detailed financial analysis
- Goal tracking and progress reviews
- Email support between sessions
- Quarterly written reports
- Priority booking for consultations
Comprehensive Planning
Intensive support for complex financial situations requiring detailed analysis and frequent guidance
per month
- Bi-weekly 90-minute consultations
- Advanced scenario modeling
- Unlimited email and phone support
- Detailed monthly progress reports
- Priority access to new planning tools
- Annual comprehensive financial review
Pricing Information
- All prices include GST and are quoted in Australian dollars
- We do not receive commissions from financial product recommendations
- Monthly plans are billed monthly in advance and can be cancelled with 30 days notice
- No setup fees or cancellation penalties apply to any plan
Licensed by ASIC ACN 847329
Monthly plans represent an effective annual rate of 3.2% for administrative processing
Pricing Questions
Can I switch between plans?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll adjust your billing accordingly.
What happens if I miss a monthly consultation?
We offer flexible rescheduling for monthly plan members. Missed consultations can typically be rescheduled within the same billing period.
Do you offer family or couple discounts?
We can accommodate couples within a single consultation session. Family planning discussions are welcome as part of any plan level.
Are there any additional costs I should know about?
No hidden costs. The prices shown include all consultation services, reports, and support outlined in each plan. Individual results may vary.
Not Sure Which Plan Fits?
Contact us for a brief chat about your needs. We'll help you choose the consultation approach that makes the most sense for your situation.
Get Guidance