Simple, Transparent Pricing

Choose the consultation approach that fits your needs

Individual results may vary.

Past performance does not guarantee future results.

Basic Consultation

Perfect for getting started

$150 /per session
  • 60-minute personalised consultation
  • Basic financial situation review
  • Practical guidance and next steps
  • Written summary of discussion

No ongoing commitments required

Get Started
Most Popular

Monthly Planning

Comprehensive ongoing support

$250 /per month
  • Unlimited consultation sessions
  • Detailed analytical reviews
  • Monthly progress check-ins
  • Email support between sessions
  • Personalised action plans

Cancel anytime with 30 days notice

Get Started

Premium Support

Complete financial partnership

$450 /per month
  • Everything in Monthly Planning
  • Priority scheduling and support
  • Quarterly comprehensive reviews
  • Direct phone access to consultants
  • Advanced analytical frameworks
  • Family member consultation inclusion

Flexible terms with dedicated support

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Pricing Details

Fees and Commissions

We charge consultation fees only. We do not receive commissions from financial product sales or third-party recommendations.

GST Information

All prices include GST (10%) where applicable under Australian tax law.

Billing and Payment

Monthly subscriptions are billed in advance. Payment is due within 7 days of invoice date.

Representative APR for payment plans: 0% APR (no interest charged) Fixed monthly fees, no variable rates applied

Pricing Questions

Can I change plans anytime?

Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle.

What's included in consultations?

All consultations include personalised discussions about your financial situation, practical guidance, and written summaries of our conversations.

Do you charge for phone calls?

Brief check-in calls are included in Monthly and Premium plans. Basic Consultation clients can book additional sessions as needed.

Need Something Different?

Looking for a customised approach? We can create a consultation package that fits your specific requirements and timeline.

Discuss Options