Transparent Pricing for Professional Planning
Choose the consultation level that matches your financial planning needs with clear, upfront pricing
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
Monthly consultation sessions focusing on immediate financial questions and basic planning guidance
per month
- 30-minute monthly consultation
- Email support between sessions
- Basic financial review
- Goal setting assistance
Commission Structure: No commission-based recommendations
GST: 10% GST included in all pricing
Comprehensive Planning
Extended monthly sessions with detailed financial analysis and ongoing strategic planning support
per month
- 45-minute monthly consultation
- Priority email and phone support
- Detailed financial analysis
- Custom action plans
- Market update briefings
Commission Structure: No commission-based recommendations
GST: 10% GST included in all pricing
Premium Advisory
In-depth consultation sessions with comprehensive financial planning and priority access to advisory team
per month
- 60-minute monthly consultation
- Unlimited email and phone support
- Comprehensive financial modeling
- Quarterly strategy reviews
- Priority appointment scheduling
- Direct advisor access
Commission Structure: No commission-based recommendations
GST: 10% GST included in all pricing
Important Pricing Information
Payment Terms
Monthly subscription fees are billed in advance via secure payment processing. Payments are due on your monthly anniversary date with automatic renewal unless cancelled with 30 days notice.
GST Notice: All prices include 10% Goods and Services Tax as required by Australian taxation law
Fee Structure Transparency
Our subscription model eliminates conflicts of interest — we never receive commissions from recommended financial products or services, ensuring advice remains independent and client-focused.
Regulatory Compliance: All services comply with Australian Securities and Investments Commission guidelines and relevant state financial services regulations
Subscription services do not involve lending products — pricing represents fixed monthly consultation fees with no interest charges or additional financial costs
Common Pricing Questions
Can I change my plan level during the subscription period
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle with prorated adjustments where applicable.
Are there any setup fees or cancellation charges
No setup fees or cancellation penalties apply. You can cancel your subscription at any time with 30 days written notice, and service continues through your final billing period.
What happens if I miss a monthly consultation session
Missed appointments can be rescheduled within the same billing month. We understand schedules change and work flexibly to ensure you receive your full consultation time.
Do you offer refunds for unused consultation time
Subscription fees are non-refundable, but unused consultation time within a billing period can typically be carried forward to the following month with advance notice.
Questions about which plan suits your financial planning needs? Our team can help you choose the right consultation level.
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