Simple, Transparent Pricing
Choose the consultation plan that fits your needs — all prices include GST
Individual results may vary.
Past performance does not guarantee future results.
Essential Consultation
Perfect for getting started with professional financial guidance
One-time consultation
- 90-minute initial consultation session
- Basic financial situation analysis
- Written summary of discussion points
- Email follow-up support for 30 days
- Ongoing consultation access
- Priority booking availability
Monthly Planning
Ongoing support for comprehensive financial planning
per month
- Monthly consultation sessions (90 minutes)
- Detailed financial analysis and planning
- Written monthly progress reports
- Email and phone support between sessions
- Priority booking for appointments
- Estate planning specialisation
Comprehensive Planning
Complete financial planning with premium support
per month
- Bi-weekly consultation sessions (60 minutes each)
- Comprehensive financial planning and analysis
- Detailed quarterly planning reports
- Priority support via email and phone
- Flexible scheduling and same-day appointments
- Specialised guidance for complex situations
Pricing Details
All prices include GST (10%). No hidden fees or setup costs.
Payment processing fee of 2.5% applies to all transactions.
Monthly plans are billed in advance and can be cancelled with 30 days notice.
Cancel anytime with appropriate notice period. No cancellation fees apply.
Licensed by AFSL 847329
Additional Services
Extended Consultation Session
Additional 60-minute consultation session for complex topics
$129
Learn MoreDetailed Written Analysis
Comprehensive written financial analysis and recommendations report
$199
Learn MoreFrequently Asked Questions
What's included in the consultation sessions?
Each session includes personalised discussion of your financial situation, analysis of your circumstances, and guidance on potential approaches to consider.
Can I change plans or cancel?
Yes, you can change plans or cancel with 30 days written notice. We'll work with you to ensure a smooth transition.
Are there any additional fees?
All prices are inclusive except for payment processing (2.5%). There are no hidden fees, setup costs, or cancellation charges.