Clear, Honest Pricing
Complete transparency with no hidden fees or surprise charges. What you see is exactly what you pay.
Essential Planning
Perfect for getting started with retirement planning basics and understanding your current financial position.
- 90-minute initial consultation
- Personal retirement assessment
- Basic investment strategy outline
- Retirement timeline planning
- Written summary report
- 30-day email support
Comprehensive Planning
Complete retirement planning with ongoing guidance and regular check-ins to keep you on track.
- Everything in Essential Planning
- Detailed investment portfolio review
- Tax optimization strategies
- Quarterly progress reviews
- Estate planning basics
- 6 months of ongoing support
Premium Advisory
Our most comprehensive service with complete financial planning and year-round advisory support.
- Everything in Comprehensive Planning
- Advanced investment strategies
- Monthly portfolio monitoring
- Insurance needs analysis
- Priority phone and email support
- Full year of unlimited consultations
Complete Cost Breakdown
What's Included
Every package includes all consultation time, written reports, and follow-up support as clearly outlined. We never charge extra for basic services like phone calls, emails, or document preparation. Your investment covers everything you need to move forward with confidence.
No Hidden Fees
We believe in straightforward pricing. There are no setup fees, administrative charges, or surprise costs. The price you see is the complete cost of your service. We'll never ask for additional payment unless you specifically request services beyond your chosen package.
Payment Options
Pay the full amount upfront or split into two payments - 50% to begin and 50% at your first review session. We accept bank transfers, credit cards, and direct debit. All payments are processed securely and you'll receive detailed receipts for your records.
Satisfaction Guarantee
If you're not completely satisfied with your initial consultation, we'll refund your payment within 14 days. We're confident in our service quality and want you to feel secure in your investment in professional retirement planning guidance.
All prices are in Australian dollars and include GST
Your investment is protected by our 14-day satisfaction guarantee
Ongoing Support You Can Trust
Our commitment doesn't end with your initial consultation. Each package includes specific support periods because we understand that retirement planning is an ongoing journey that requires regular attention and adjustments.
"The pricing was exactly as promised - no surprises or hidden costs. The support during my 6-month package was invaluable."
Sarah M.
"Transparent pricing made my decision easy. The value I received far exceeded the cost, and there were never any surprise charges."
David K.
"I appreciated knowing exactly what I was paying for upfront. The ongoing support was comprehensive and always available when needed."
Margaret L.