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Pricing

Pricing

Pricing Structure

Initial Upfront Cost: $2,495

This once-off fee covers:

  • Initial consultation
  • Detailed bank statement analysis
  • Preparation of a tailored financial plan, including timeframes and goals
  • Unlimited sessions as needed to finalise your personalised strategy

Ongoing Support – Year 1: $980

Paid quarterly at $245 per consultation for 4 quarters. This includes:

  • Quarterly progress reports
  • Full strategy reviews every 6 months

Ongoing Support – Year 2 and Beyond (Optional):

  • $100 per quarter, including quarterly reports and six-monthly reviews
    OR
  • $195 per six-month review, pay-as-you-go option

Total Year 1 Cost: $3,475

Discounted upfront payment:
Pay in full and receive a 10% discount, bringing the total to $3,1271.50
OR
Split the cost: $2,495 upfront + $245 quarter for 12 months

Discussing benefits of paying off mortgage early