Choose Your Financial Planning Path
Transparent pricing with no hidden fees — cancel anytime
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with financial guidance
- Monthly consultation call (30 minutes)
- Email support for quick questions
- Access to planning resource library
- Basic budget analysis and recommendations
No setup fees, cancel anytime. GST included.
Complete Planning
Comprehensive guidance for serious planners
- Two consultation calls monthly (45 minutes each)
- Priority email and phone support
- Detailed financial analysis and reporting
- Personalized action plans and goal tracking
- Quarterly comprehensive review sessions
No setup fees, pause anytime. GST included.
Premium Partnership
Ongoing partnership for complex financial situations
- Unlimited consultation access (within reason)
- Direct advisor phone line and priority response
- Advanced planning strategies and tax optimization
- Family financial planning and legacy discussions
- Professional network referrals when needed
- Annual comprehensive financial health assessment
No additional fees, full flexibility. GST included.
Payment Information
Service Fees
All subscription fees are clearly stated with no hidden charges. We do not receive commissions from third-party financial products.
GST Information
All prices include GST (Goods and Services Tax) as required by Australian law. GST will be itemized on your monthly statements.
Billing Details
Subscriptions are billed monthly in advance via secure payment processing. You can modify or cancel your subscription at any time.
No credit or loan products offered N/A% Service subscriptions only — no lending or credit facilities
Common Questions
Can I change my subscription level?
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect at your next billing cycle.
What if I need to pause my subscription?
We offer flexible pausing options for up to three months if you need a temporary break from the service.
Are there any long-term contracts?
No contracts required. Our service is month-to-month with the flexibility to modify or cancel anytime.
Need help choosing the right plan for your situation?
Schedule Discovery Call