Simple, Transparent Pricing
Choose the financial planning approach that fits your needs and goals
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with professional financial guidance
per month
- Monthly 45-minute consultation
- Basic financial health assessment
- Email support between sessions
- Resource library access
- Advanced strategy development
- Priority scheduling
Comprehensive Planning
Our most popular option for serious financial planning
per month
- Monthly 60-minute consultation
- Detailed financial analysis
- Personalized action plans
- Priority email support
- Quarterly strategy reviews
- Unlimited consultation time
Premium Advisory
Comprehensive support for complex financial situations
per month
- Unlimited monthly consultations
- Advanced strategy development
- Priority scheduling
- Direct advisor contact
- Comprehensive financial modeling
- Annual comprehensive review
All prices include GST where applicable
Payment processing fee of 2.9% applies to card transactions
Licensed by ASIC Australian Financial Services Licence 234567
Representative APR: N/A for subscription services% Pricing subject to annual review
Pricing Details and Information
Billing Schedule
All subscriptions are billed monthly in advance, with charges processed on the same date each month from your subscription start.
Accepted Payment Methods
- Credit and debit cards (Visa, MasterCard, AMEX)
- Direct bank transfer (EFT)
- PayPal and other digital payment services
Cancellation Terms
You may cancel your subscription at any time with 30 days written notice. Service continues until the end of your current billing period.
Refund Policy
Due to the personalized nature of our services, refunds are not available for completed consultation sessions. Unused portions may be eligible for pro-rata refund.
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription with one month notice. Changes take effect at your next billing cycle.
What happens if I miss a monthly session?
Unused sessions can be carried forward for up to two months, ensuring you get full value from your subscription.
Are there any setup fees?
No setup fees or hidden charges. Your subscription includes everything listed in your chosen plan.
Need Something Different?
For unique situations or specialized requirements, we can create customized service packages tailored to your specific needs.
Discuss Custom Options