Transparent Financial Planning Pricing
Simple monthly subscription gives you ongoing access to professional financial planning guidance and support. No hidden fees, no commission pressure — just quality planning help when you need it.
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started
per month
- Monthly 45-minute consultation
- Basic financial health review
- Email support between sessions
- Access to planning resources
- Advanced planning strategies
- Tax optimisation guidance
No commissions or product sales pressure
All prices include GST
Complete Planning
Our comprehensive solution
per month
- Monthly 60-minute consultation
- Comprehensive financial analysis
- Retirement planning guidance
- Tax planning consultation
- Unlimited email support
- Estate planning complexity
Independent advice with no sales incentives
All prices include GST
Premium Planning
For complex situations
per month
- Monthly 90-minute consultation
- Advanced planning strategies
- Estate planning guidance
- Business financial planning
- Priority support access
- Quarterly progress reviews
Completely fee-based advisory relationship
All prices include GST
Pricing Details and Information
Fee Structure Transparency
All our fees are transparent monthly subscriptions with no hidden costs or commission-based recommendations.
- We do not receive commissions from financial product providers
- Our advice is not influenced by product sales incentives
Tax Information
All subscription prices include Goods and Services Tax (GST) where applicable under Australian tax law.
- GST is calculated at the current rate of 10%
- Tax invoices are provided for all subscription payments
Licensed by ASIC AFS 394726
Representative APR 8.9% variable For any credit products discussed during consultations
Compare Our Planning Options
| Features | Essential Planning | Complete Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation time | |||
| Financial analysis depth | |||
| Retirement planning | |||
| Tax planning support | |||
| Email support level | |||
| Estate planning guidance | Standard | Priority | Premium |
Still Have Questions About Our Pricing?
We're happy to discuss which planning option works best for your situation. Get in touch for a friendly chat about your needs.
Contact Support