Packages

Transparent fees. No commissions. No surprises.

Every engagement is fee-only. You know exactly what you’re paying and exactly what you get, before you commit to anything.

Needs Luis’s input before launch: the price for the One-Hour Financial Clarity call below is not confirmed anywhere on the current live site or in the migration brief. Placeholder left visible on purpose so it can’t accidentally ship silently wrong. See OPEN-ITEMS.md.

One-Hour Financial Clarity

Price: [CONFIRM PRICE] — TBD, see note above

A focused 60-minute call to get clarity on a specific question or decision. If you upgrade to a full Holistic Financial Review afterward, this fee is credited toward it.

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Holistic Financial Review
Individual / Employed Professional

NZD $1,997 + GST · flat fee

A complete, independent picture of your finances built around your specific circumstances and goals, before you commit to any product.

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Holistic Financial Review
Business Owner / Senior Professional

NZD $2,997 + GST · flat fee

The same independent, holistic process, scoped for the added complexity of business ownership, senior leadership income, or multiple entities.

Book a discovery session

Tier names updated from “Employed Health Professional” and “Practice Owner & Senior Clinician” to match MoneyPlan’s broadened positioning. Scope and pricing are unchanged from the current site.