Choose Your Planning Approach
Flexible monthly subscriptions designed to fit your financial situation and goals. No long-term contracts — just consistent, professional guidance when you need it.
All prices include GST. Monthly subscriptions can be cancelled anytime with 30 days notice. Past performance does not guarantee future results.
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional financial guidance and building better money habits.
per month
- 45-minute monthly consultation
- Basic budgeting and cash flow review
- Email support between sessions
- Simple goal tracking tools
Complete Planning
Comprehensive monthly planning for serious financial progress and goal achievement.
per month
- 60-minute monthly consultation
- Detailed financial analysis and reporting
- Goal-specific strategy development
- Phone and email support
- Quarterly progress reviews
Premium Planning
Full-service planning with extensive support for complex financial situations and ambitious goals.
per month
- 90-minute monthly consultation
- Comprehensive financial planning
- Unlimited phone and email support
- Tax planning coordination
- Quarterly strategy sessions
- Priority booking and scheduling
Pricing Details
All prices include GST (Goods and Services Tax) as required by Australian law.
Payments are processed securely with standard payment processing fees applying.
Licensed by ASIC - Australian Financial Services Licence No. 485674
These are subscription services, not credit products. No interest charges or credit terms apply.
Not applicable - subscription services only, no credit offered.
Compare Our Plans
| Features | Essential Planning | Complete Planning | Premium Planning |
|---|---|---|---|
| Monthly Consultation Length | 45 minutes | 60 minutes | 90 minutes |
| Financial Analysis Depth | Basic review | Detailed analysis | Comprehensive planning |
| Support Between Sessions | Email only | Phone and email | Unlimited contact |
| Additional Reviews | None | Quarterly check-ins | Quarterly strategies |
Not Sure Which Plan Fits
Our team can help you choose the right planning level based on your specific situation and goals. No pressure, just honest guidance.
Chat With Our Team