Transparent Financial Planning Pricing
Professional financial planning with clear, straightforward pricing and no hidden fees
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Starter Consultation
Perfect for initial financial planning discussions
$125
per session
- Single consultation session
- Basic financial review
- Written summary provided
- 60-minute session duration
- No ongoing support
- Limited follow-up included
Monthly Planning
Comprehensive monthly financial planning service
$250
per month
- Monthly consultation sessions
- Detailed analytical reviews
- Strategic planning guidance
- Email and phone support
- Quarterly progress reviews
- No investment execution
Premium Package
Complete financial planning with priority access
$450
per month
- Bi-weekly consultation sessions
- Advanced analytical reviews
- Priority scheduling access
- Unlimited support contact
- Monthly written reports
- Tax planning coordination
Pricing Information
All prices include 10% GST (Goods and Services Tax) as required by Australian law.
Payment Terms
Monthly subscriptions are billed in advance. No setup fees or cancellation penalties apply with 30 days notice.
Tax Information
GST is calculated at the standard Australian rate of 10% and is included in all displayed prices.
Service fees are fixed monthly amounts with no compound interest or additional charges.
Licensed by ASIC ACN 847329
Frequently Asked Questions
Can I cancel my subscription anytime?
Yes, you can cancel with 30 days written notice. No cancellation fees apply, and you'll have access until your current billing period ends.
What payment methods do you accept?
We accept major credit cards, bank transfers, and direct debit arrangements for convenient monthly payments.
Are there any additional fees?
No, our pricing is transparent with no hidden fees, setup charges, or surprise costs. All prices include GST.
Need Something Different?
We can create customized planning arrangements for unique circumstances or specific requirements.
Contact Our Team