Simple, Transparent Pricing
Choose the level of financial planning support that fits your needs and budget
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with financial planning basics
$150
per month
- Monthly 30-minute consultation
- Basic financial review
- Goal-setting assistance
- Email support
- Resource library access
Commission: No commission fees
Additional Hours: $120/hour
Complete Planning
Comprehensive financial planning for serious planners
$250
per month
- Monthly 60-minute consultation
- Detailed financial analysis
- Custom planning documents
- Priority phone and email support
- Quarterly strategy reviews
Commission: No commission fees
Additional Hours: $100/hour
Premium Service
Full-service planning with dedicated advisor access
$400
per month
- Unlimited consultation time
- Comprehensive planning suite
- Dedicated advisor relationship
- 24/7 priority support
- Monthly detailed reports
Commission: No commission fees
Additional Hours: Included in monthly fee
Important Pricing Information
- All prices include GST where applicable
- No setup fees or hidden charges
- Cancel anytime with 30 days notice
Representative APR 8.5% Variable APR applies to extended payment arrangements
GST and Commission Structure
All prices include applicable GST. No commissions are charged on any planning services.
We operate on a fee-only basis with transparent monthly pricing
Questions About Pricing?
Not sure which plan fits your needs? Let's chat about your situation and find the right approach.
Talk to Us