Simple, Transparent Pricing

Choose the financial planning support that fits your needs

Individual results may vary.

Past performance does not guarantee future results.

Essential Planning

$150

per month

Perfect for getting started with professional financial guidance

  • Monthly 30-minute consultation
  • Basic financial plan review
  • Email support between sessions
  • Resource library access
Get Started
Most Popular

Comprehensive Planning

$250

per month

Our complete financial planning service with ongoing support

  • Monthly 60-minute consultation
  • Detailed financial planning and analysis
  • Unlimited email and phone support
  • Quarterly progress reviews
  • Priority booking for appointments
Get Started

Premium Advisory

$400

per month

Comprehensive planning plus advanced advisory services

  • Monthly 90-minute consultation
  • Advanced planning and tax strategies
  • 24/7 priority support access
  • Monthly written progress reports
  • Dedicated advisor relationship
  • Quarterly face-to-face meetings
Get Started

All prices include GST

No additional fees or commissions

Licensed by ASIC ACN 123456789

Representative APR N/A - No lending products offeredVariable rate based on services selected

Additional Services

One-time Comprehensive Review

Complete financial situation analysis and detailed written recommendations

$500

Inquire Now

Specialist Tax Planning Session

In-depth tax strategy consultation with certified tax professional

$300

Inquire Now

Frequently Asked Questions

Can I change plans anytime?

Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle.

What happens if I need to cancel?

You can cancel anytime with 30 days written notice. No cancellation fees apply, and you'll receive service until your current billing period ends.

Are there any setup fees?

No setup fees, hidden charges, or long-term contracts. You pay only the monthly subscription fee for your chosen plan.

Ready to Start Your Financial Planning Journey?

Join over 2506 Australians who trust merixvaleeario for their financial planning needs. Get expert guidance tailored to your goals.

Contact Us Today