Simple, Transparent Pricing
Professional financial planning consultation made affordable with no hidden fees or long-term commitments
Essential Planning
Perfect for individuals starting their financial planning journey with basic consultation needs
per month
- Monthly 45-minute consultation
- Basic financial analysis
- Email support
- Progress tracking
- Priority support not included
Commission Rate: 2.5%
Additional Consultation: $120/hour
Professional Planning
Our most popular option for comprehensive financial planning with enhanced support
per month
- Monthly 60-minute consultation
- Comprehensive financial analysis
- Priority email support
- Detailed progress reports
- Goal tracking dashboard
Commission Rate: 2.0%
Additional Consultation: $100/hour
Premium Planning
Ultimate financial planning experience with maximum support and personalised attention
per month
- Bi-weekly 60-minute consultations
- Advanced financial modeling
- 24/7 priority support
- Quarterly strategy reviews
- Custom planning tools
- Direct phone access
Commission Rate: 1.5%
Additional Consultation: $80/hour
Important Pricing Information
Individual results may vary based on personal circumstances, market conditions, and adherence to recommendations
Past performance does not guarantee future results
Pricing Details and Fees
- GST Included: All prices include 10% GST as required by Australian law
- Payment Processing: Commission rates apply to any referred financial products or services
- Monthly billing, cancel anytime without penalty
- Additional consultation hours available at specified rates
Representative APR for any credit products 12.9% variable, based on individual circumstances
Need Something Different
Contact us to discuss a customised plan that perfectly fits your unique financial planning requirements and goals.
Contact UsCompare All Features
Features | Essential Planning | Professional Planning | Premium Planning |
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Monthly consultation time | |||
Financial analysis depth | |||
Support level | |||
Additional hour rate | 45 min | 60 min | 60 min (bi-weekly) |
Commission rate |