Choose Your Financial Planning Path
Transparent pricing for professional financial guidance. All plans include GST and come with our commitment to helping you achieve financial clarity.
Individual results may vary significantly based on personal circumstances, market conditions, and implementation of discussed strategies.
Past performance does not guarantee future results.
Essential Consultation
Perfect for getting started
$150
One-time consultation
- 90-minute comprehensive financial review
- Personal budget analysis and recommendations
- Basic debt management guidance
- Written summary of key findings
- No ongoing support included
- Limited to single consultation session
No commissions - fee-for-service only
All prices include GST
Monthly Planning
Comprehensive ongoing guidance
$250
Per month, cancel anytime
- Monthly 60-minute consultation sessions
- Detailed financial analysis and tracking
- Personalized action plans and strategies
- Email and phone support between sessions
- Quarterly progress reviews and adjustments
- Limited to standard consultation hours
Transparent fee structure with no hidden costs
All prices include GST
Premium Advisory
Complete financial partnership
$450
Per month, minimum 6 months
- Bi-weekly consultation sessions available
- Priority scheduling and extended hours
- Comprehensive retirement planning analysis
- Advanced debt restructuring strategies
- Family financial planning coordination
- Annual comprehensive financial review
Premium service with dedicated advisor relationship
All prices include GST
Important Pricing Information
All consultations are fee-for-service with transparent pricing. We do not earn commissions from financial product recommendations, ensuring our advice remains objective and in your best interest.
Licensed by ASIC Representative Number 847329
Representative APR: N/A - consultation services only. Past performance does not guarantee future results.
Payment Methods
We accept major credit cards, direct bank transfers, and BPAY. Monthly subscriptions are charged on your selected date each month.
Need Something Different?
Large asset portfolios or complex financial situations may require customized consultation arrangements. Contact us to discuss tailored service options.
Discuss Custom OptionsQuestions About Our Services?
Our team is here to help you choose the right consultation approach for your financial goals.