Foundation Planning Add-Ons
- Business ownership or self-employment
- +$1,500
- Investment portfolio over $500,000
- +$1,000
- Multiple investment properties
- +$1,000
- Trust structures
- +$2,000
- International assets or income
- +$1,500
Our Services
Traditional financial planners often hide their fees until after a consultation. We know that uncertainty creates anxiety, so we're upfront about everything.
Our three service tiers reflect different levels of support intensity, not quality. Every client receives the same professional expertise and comprehensive advice. What varies is how much contact, structure, and hands-on support works best for you.
$2,700 annually thereafter
For those with stable routines who thrive with quarterly check-ins and structured independence.
$4,400 annually thereafter
For those who benefit from more frequent contact and additional structure to stay on track.
$7,800 annually thereafter
For those navigating significant executive function challenges, burnout, or life transitions who need comprehensive support.
Life isn't one-size-fits-all, and neither is financial planning. If your situation includes additional complexity, we add transparent modular fees rather than pushing you into a higher tier than you need.
Intensive Care: No add-ons required. This tier includes all complexity as standard.
Not sure which tier suits you? Here's a simple guide:
Works well if you have relatively stable income and routines, feel comfortable with quarterly contact, and mainly need expert advice with some accountability structure.
Is a better fit if your income or capacity varies, you benefit from regular check-ins to stay on track, or you've found yourself falling behind with financial tasks despite good intentions.
Is designed for those experiencing significant executive function challenges, recovering from burnout, navigating major life changes, or needing someone to handle financial tasks alongside you rather than just advising.
If you're adding three or more complexity items to Foundation or Comprehensive, it often makes sense to move up a tier instead. We'll always recommend what genuinely fits your situation.
We believe neurodivergent people deserve quality financial advice regardless of financial circumstances.
Income-based fee reductions of 25-50% are available for a limited number of clients each year.
Monthly payment options with no interest charged.
A small number of full or near-full fee waivers for those in significant financial hardship, with priority for marginalised neurodivergent individuals.
If cost is a barrier, please reach out. We'd rather have a conversation than have you assume we can't help.