Simple, Transparent Financial Planning Pricing
Choose the monthly financial planning approach that fits your needs. No hidden fees, no long-term contracts, no pressure to buy products you don't need.
Starter Plan
Perfect for getting started with financial planning
- Bi-monthly phone consultations (30 minutes)
- Basic budget analysis and recommendations
- Email support during business hours
- Limited to basic planning topics
- No weekend or evening consultations
Complete Plan
Comprehensive monthly financial planning for serious savers
- Monthly consultations (60 minutes) at flexible times
- Comprehensive financial analysis and personalised recommendations
- Unlimited email support including weekends
- Quarterly detailed financial progress reports
- Priority booking for additional consultations
Premium Plan
Premium service for complex financial situations
- Bi-weekly consultations (60 minutes each)
- Advanced financial modelling and scenario planning
- 24/7 email and phone support for urgent questions
- Monthly detailed reports with actionable insights
- Direct access to senior financial planners
- Coordination with your accountant and other advisers
Important Pricing Information
All prices include GST (Goods and Services Tax)
Monthly fees are charged in advance with no setup fees, cancellation penalties, or hidden costs
Payment plans available for annual subscriptions at 8.9% APR (representative)% APR variable, subject to credit assessment
Licensed by ASIC AFS Licence No. 451234
Individual results may vary based on personal circumstances and market conditions
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Frequently Asked Questions About Pricing
Can I change plans or cancel anytime?
Yes, you can upgrade, downgrade, or cancel your subscription at any time. Changes take effect at your next billing cycle, and there are no cancellation fees or penalties.
What's included in each consultation?
Each consultation includes review of your current financial situation, discussion of your goals, personalised recommendations, and action steps. You'll receive follow-up notes and resources after each session.
Are there any additional fees or charges?
No hidden fees. Your monthly subscription covers all consultations, email support, reports, and resources. The only additional cost might be if you request extra consultations beyond your plan limits.
How quickly can I start my financial planning?
Most new clients have their first consultation scheduled within 48-72 hours of signing up. We'll send you a preparation guide so you can make the most of your first session.
Ready to Start Your Financial Journey?
Join over 4714 Australians who've discovered the power of monthly financial planning. Choose your plan above and take the first step toward better financial control and peace of mind.
Get Started Today