Simple, Transparent Pricing

Choose the financial planning support level that fits your needs and budget. All plans include our core planning service with varying levels of support.

Individual results may vary.

Past performance does not guarantee future results.

Starter Plan

Perfect for individuals just beginning their financial planning journey

$149

per month

30-minute monthly consultation
Basic budgeting and savings plan
Email support between sessions
No detailed analysis reports
Standard response time

Choose Starter

Professional Plan

Elite Plan

Maximum support for complex financial situations

$399

per month

Unlimited monthly consultations
Advanced planning strategies
24/7 priority support access
Monthly detailed reports
Direct advisor mobile access

Choose Elite

Pricing Details

All prices include GST (10% goods and services tax)

No hidden fees or commissions — we're paid only by your subscription

Billed monthly with the option to pause or cancel anytime

30-day notice required for cancellation, no early termination fees

Licensed by AFSL 482739

Representative APR: N/A (no credit provided) 0%

Pricing Questions

Can I change plans anytime?

Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle.

What's included in the consultation time?

Consultation time includes review of your financial situation, goal setting, strategy development, and Q&A sessions with your advisor.

Do you charge setup fees?

No setup fees or hidden costs. Your monthly subscription covers everything including your initial comprehensive assessment.

What happens if I miss a monthly session?

Missed sessions can be rescheduled within the same month. We understand life gets busy and work with your schedule.

Ready to Start Planning?

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Get Started Today