Choose Your Financial Planning Solution
Transparent pricing for personalized financial guidance and consultation services
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey who need foundational guidance and basic consultation services.
per month
What's Included
- One 60-minute consultation per month
- Basic financial assessment and review
- Email support for follow-up questions
- Access to financial planning resources
Service Fee: 1.2% of assets under review
Minimum Monthly Fee: $150 AUD
Comprehensive Planning
Our flagship service providing in-depth financial analysis and ongoing support for serious financial planning needs.
per month
Everything in Essential, plus
- Two 90-minute consultations per month
- Comprehensive financial analysis and modeling
- Priority email and phone support
- Quarterly progress reviews and adjustments
- Access to advanced planning tools
Service Fee: 1.0% of assets under management
Additional Consultation Rate: $180 AUD per hour
Premium Advisory
Elite service for high-net-worth clients requiring sophisticated financial strategies and dedicated advisory support.
per month
Everything in Comprehensive, plus
- Unlimited consultation sessions
- Advanced wealth planning strategies
- Dedicated advisor relationship
- Monthly strategy sessions
- Tax optimization planning
- Estate planning coordination
Service Fee: 0.8% of assets under management
Service Structure: Custom pricing for complex situations
Pricing Details and Important Information
Fee Structure
Our service fees are charged monthly via automatic billing. Fees may include both subscription charges and asset-based percentages depending on your chosen plan.
Asset-based fees range from 0.8% to 1.2% annually, calculated monthly
GST Information
All prices include Australian Goods and Services Tax (GST) where applicable.
Current GST rate of 10% is included in all displayed prices
Representative example: $250 monthly subscription with 1.0% annual asset fee on $100,000 equals $333.33 total monthly cost including GST
Add-On Services
Emergency Consultation
Urgent financial consultation outside regular scheduling
$200
per session
Specialized Tax Planning
Advanced tax strategy development and optimization
$150
per hour
Estate Planning Review
Comprehensive estate and succession planning consultation
$300
per session
Questions about our pricing or services?
Contact Our Team