Transparent Pricing for Financial Peace of Mind
Choose the subscription plan that fits your financial planning needs. No hidden fees, no commission-based recommendations — just honest guidance at a fair price.
Essential Planning
Perfect for getting started with professional financial guidance
$199
per month
- Monthly one-on-one consultation
- Basic budgeting and cash flow analysis
- Goal setting and priority planning
- Email support between sessions
No commissions or product sales — just advice
All prices include GST
Comprehensive Planning
Our full-service financial planning subscription for serious planners
$299
per month
- Bi-weekly consultation sessions
- Detailed retirement planning analysis
- Resource allocation optimization
- Tax planning strategies and guidance
- Priority support and extended session times
Independent advice with no product conflicts
All prices include GST
Premium Partnership
For complex financial situations requiring intensive planning
$449
per month
- Weekly consultation availability
- Multi-generational wealth planning
- Business and personal finance integration
- Estate planning coordination
- Access to specialist advisory team
- Dedicated relationship manager
Premium fiduciary service with full transparency
All prices include GST
Individual results may vary.
Past performance does not guarantee future results.
Representative APR for credit products: 7.9% variable
Credit products subject to application and approval
Important Pricing Information
- All subscriptions can be cancelled with 30 days notice
- Prices include all consultation fees with no additional charges
- GST is included in all displayed prices
Need Something Different?
We can create custom arrangements for unique situations or organizational clients. Let's discuss what would work best for your specific needs.
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Pricing subject to change with 30 days notice. Individual results may vary based on personal circumstances and market conditions.
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your subscription with one month's notice. Changes take effect at your next billing cycle.
What's included in consultations?
Each consultation includes personalized advice, action item reviews, progress tracking, and follow-up materials tailored to your specific situation.
Are there any setup fees?
No setup fees, joining fees, or hidden costs. The monthly subscription price is all you pay for ongoing access to professional financial planning.