Simple, Transparent Pricing
One monthly fee for comprehensive financial planning consultation
Individual results may vary.
Past performance does not guarantee future results.
Starter Consultation
Perfect for those just beginning their financial planning journey
per month
- Monthly 45-minute consultation session
- Basic financial health assessment
- Goal setting and priority planning
- Email support between sessions
Complete Planning
Our signature service for comprehensive financial guidance
per month
- Monthly 60-minute consultation session
- Comprehensive financial analysis
- Personalised strategy development
- Priority email and phone support
- Quarterly progress reviews
Executive Advisory
For high-net-worth individuals requiring intensive planning
per month
- Bi-weekly 60-minute consultation sessions
- Advanced financial modeling
- Multi-generational planning strategies
- Dedicated advisor relationship
- Same-day response guarantee
- Quarterly written reports
Pricing Information
- All prices include GST and applicable taxes
- No hidden fees, commissions, or setup charges
- Month-to-month agreements with 30 days notice to cancel
No credit or financing offered — services paid monthly in advance
Past performance does not guarantee future results. Individual results may vary.
Licensed by AFSL 472836
Frequently Asked Questions
Can I change plans or cancel anytime?
Yes, you can upgrade, downgrade, or cancel your consultation service with 30 days written notice. No long-term contracts required.
What's included in the monthly consultation?
Each session includes personalised financial guidance, progress review, strategy adjustments, and follow-up action items tailored to your goals.
Is there a setup fee or minimum commitment?
No setup fees or minimum commitments. You pay monthly in advance and can adjust or cancel your service as needed.
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