Transparent Pricing for Professional Financial Planning

Clear, straightforward pricing with no hidden fees or surprise charges

Results may vary based on individual circumstances and market conditions

Past performance does not guarantee future results

Essential Plan

Perfect for getting started

$180

per month

What's Included

  • Monthly consultation session (60 minutes)
  • Basic financial situation review
  • Email support between sessions
  • Personalized action plan

No commission fees on recommendations

GST included in all pricing

Get Started
Most Popular

Professional Plan

Comprehensive planning support

$250

per month

Everything in Essential, plus

  • Extended consultation sessions (90 minutes)
  • Detailed financial analysis and reports
  • Priority email and phone support
  • Quarterly financial review sessions
  • Goal tracking and progress monitoring

No commissions or hidden fees

GST included in all pricing

Choose Professional

Premium Plan

Complete financial planning solution

$380

per month

Everything in Professional, plus

  • Unlimited consultation access
  • Advanced planning strategies
  • Dedicated planning specialist
  • Monthly progress reviews
  • Custom financial modeling
  • Priority booking for all services

Complete fee transparency

GST included in all pricing

Go Premium

Pricing Details

Fee Structure

All fees are clearly disclosed with no hidden charges or commission-based recommendations

Tax Information

All prices include applicable GST at 10% as required by Australian tax law

Payment Options

We accept major credit cards, bank transfers, and direct debit arrangements

Billing Information

Monthly subscription fees are billed in advance on the same date each month

Representative APR: N/A - No credit products offered. Monthly subscription billed in advance

Licensed by Australian Securities and Investments Commission (ASIC) AFS License 123456

Frequently Asked Questions

Can I change my plan anytime?

Yes, you can upgrade or downgrade your plan with 30 days notice

Are there any setup fees?

No, there are no setup fees or initial charges beyond your monthly subscription

What if I need to cancel?

You can cancel anytime with 30 days written notice

Do you offer refunds?

Refunds are considered on a case-by-case basis within the first 30 days

Questions about pricing or need a custom solution?

Contact Our Team