Choose Your Financial Journey
Transparent pricing for real results. We believe in honest conversations about money – starting with what our guidance actually costs.
Essential
Perfect for getting started with structured budget planning
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Personal budget analysis and setup
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Monthly goal tracking dashboard
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Email support and guidance
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Basic expense categorization tools
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Quarterly progress reviews
Professional
Comprehensive planning with personalized coaching support
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Everything in Essential plan
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Bi-weekly coaching calls
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Advanced investment planning tools
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Custom savings strategy development
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Tax optimization guidance
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Priority phone and email support
Premium
Complete wealth management with dedicated advisor access
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Everything in Professional plan
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Dedicated financial advisor
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Portfolio management and optimization
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Estate planning consultation
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24/7 advisor access
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Annual comprehensive financial review
Why Our Pricing Works
Look, I'll be straight with you about how we structure our fees. Most financial planning services either hide their costs in complex percentage structures or charge massive upfront fees that leave you wondering what you actually got.
Our monthly approach means you can see progress happening in real-time. If something isn't working after three months, you can adjust course without losing thousands in sunk costs. That's just common sense – yet surprisingly rare in this industry.
The Essential plan covers what most people actually need to get their finances organized. The Professional tier adds the coaching element that helps you stick to your goals when life gets complicated. Premium is for when your financial situation requires ongoing professional oversight.
Callum Ashworth
Restaurant Owner, Melbourne
Started with the Professional plan in March 2024 because my restaurant's cash flow was all over the place. The coaching calls helped me understand seasonal patterns I'd been missing for years. Now I actually know how much I can afford to spend on equipment upgrades without panicking about slow months. The investment planning tools helped me set aside money for a second location – something I thought was impossible last year.
What You Actually Get
Clear Budget Structure
We help you organize your money in a way that actually makes sense for your life. No complicated spreadsheets or unrealistic categories.
Real-Time Adjustments
Life changes, and your budget should too. Monthly reviews mean you're never stuck with a plan that doesn't fit your current situation.
Investment Guidance
Professional and Premium plans include practical advice on building wealth beyond basic budgeting. We focus on strategies that fit your risk tolerance.
Ready to Get Your Finances Organized?
Most of our clients see noticeable improvements in their financial stress levels within the first month. The tools work, but more importantly, having someone to talk through your financial decisions makes a real difference.
Michaela Fairfax
Senior Financial Advisor
"Every client's financial situation is unique, but the fundamentals remain the same: spend less than you earn, save consistently, and invest wisely. Our job is helping you apply these principles to your specific circumstances and goals."