Clear Pricing Plans
Choose the consultation level that fits your needs
Important Notice
Individual results may vary.
Past performance does not guarantee future results.
Representative APR: Variable rates apply based on individual circumstances and service complexityAll fees include GST where applicable and vary based on consultation scope and duration
Essential Consultation
Perfect for getting started with financial planning
$150
per session
Single consultation fee, GST included
- Initial financial assessment
- Goal setting discussion
- Basic planning recommendations
- Email follow-up summary
Comprehensive Planning
Complete financial planning with ongoing support
$250
per month
Monthly subscription, cancel anytime
- Monthly planning sessions
- Detailed financial analysis
- Custom action plans
- Email and phone support
- Quarterly progress reviews
Executive Advisory
Premium service for complex financial situations
$450
per month
Monthly fee for comprehensive advisory services
- Unlimited consultation access
- Advanced planning strategies
- Priority phone support
- Detailed written reports
- Tax planning coordination
- Estate planning guidance
Payment Information
Service Fees
- Initial Consultation: $150 - $200 per session
- Monthly Planning: $250 - $450 per month
- Project-Based Work: Custom pricing based on scope
GST Information
GST Rate: 10%
All prices include GST as required under Australian taxation law
GST registration details available upon request for business clients
Compare Plans
| Features | Essential Consultation | Comprehensive Planning | Executive Advisory |
|---|---|---|---|
| Personal consultation time | |||
| Follow-up support | |||
| Written recommendations | |||
| Phone support availability | |||
| Progress monitoring | Email only | Email + Phone | Priority access |
Common Questions
How do I cancel my subscription?
You can cancel anytime by contacting us at least 7 days before your next billing date. No cancellation fees apply.
Are there any setup fees?
No setup fees or hidden charges. The price you see is what you pay, GST included.
Can I change plans later?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle.
Ready to take control of your financial future?
Contact Us Today