Professional Financial Planning Pricing
Choose the subscription plan that fits your financial planning needs
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed strategies
Past performance does not guarantee future results
Essential Plan
Perfect for individuals starting their financial planning journey who need foundational guidance and regular check-ins
$150
per month
- Monthly consultation session (60 minutes)
- Basic financial health assessment
- Goal setting and progress tracking
- Email support between sessions
- Access to planning resources library
Professional Plan
Most PopularComprehensive financial planning for individuals and families who want detailed strategies and ongoing support
$250
per month
- Bi-weekly consultation sessions (60 minutes each)
- Comprehensive financial analysis
- Personalised strategy development
- Priority email and phone support
- Quarterly progress reviews and adjustments
Premium Plan
Elite service level for complex financial situations requiring intensive planning and frequent consultation
$400
per month
- Weekly consultation sessions (60 minutes each)
- Advanced financial modelling and analysis
- Multi-scenario planning and stress testing
- Unlimited email and phone support
- Monthly detailed progress reports
- Access to specialist advisors when needed
Additional Services
One-Time Consultation
Single session for specific financial questions or limited-scope planning needs
$180
per hour (minimum 1 hour)
Book SessionProject-Based Planning
Comprehensive financial planning project with defined scope and deliverables
$1,200
starting price (varies by complexity)
Discuss ProjectFee Structure & Important Information
Commission Fees
We may receive commissions on certain financial products discussed during consultations
Typical commission range: 0.5% - 2.0% of transaction value
Management Fees
For ongoing advisory relationships, management fees may apply
Annual management fee: 0.75% - 1.5% of assets under advice
GST Information
All prices include GST (Goods and Services Tax) where applicable
GST registration number: Available upon request
Representative APR for financing options 12.9%APR representative (for eligible clients seeking payment plans)
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect at your next billing cycle, and we'll adjust your billing accordingly. Results may vary based on individual circumstances.
Is there a long-term commitment required?
No, our subscriptions are month-to-month with no long-term contracts. You can cancel anytime with 30 days' notice. We believe in earning your business through quality service rather than contractual obligations.
What's included in consultation sessions?
Each session includes personalised discussion of your financial situation, strategy development, progress review, and actionable recommendations. Sessions are conducted via video call, phone, or in-person where available.
Have questions about which plan is right for you? We're here to help you choose the best option for your financial planning needs.
Contact Our Team