Choose Your Financial Planning Path
Flexible consultation options designed to meet your unique planning needs and budget
Individual results may vary
Past performance does not guarantee future results
Basic Consultation
Perfect for getting started with financial planning
$150
per session
- 90-minute consultation session
- Financial health assessment
- Written summary and recommendations
- Email follow-up support (7 days)
- No ongoing subscription
One-time consultation fee, GST included
Monthly Planning
Ongoing support for active financial management
$250
per month
- Monthly 60-minute consultation
- Quarterly financial review sessions
- Email and phone support
- Customized planning documents
- Priority appointment scheduling
Monthly subscription, GST included, cancel anytime
Comprehensive Support
Complete financial guidance and ongoing partnership
$450
per month
- Bi-weekly consultation sessions
- Comprehensive annual financial review
- Unlimited email and phone support
- Custom financial modeling and projections
- Direct advisor access via secure messaging
- Family financial planning coordination
Monthly subscription, GST included, flexible terms
Pricing Information
All fees are transparent with no hidden commissions or product sales markups
All prices include GST (Goods and Services Tax) as required by Australian law
Monthly subscriptions billed in advance, consultation sessions paid at booking
No credit or financing offered - all services are fee-for-service N/A Cash payment or direct transfer required
Compare Our Service Levels
| Features | Basic Consultation | Monthly Planning | Comprehensive Support |
|---|---|---|---|
| Monthly consultation time | |||
| Email support response | |||
| Phone support included | |||
| Written recommendations | |||
| Priority scheduling | One session only | 60 minutes monthly | 120 minutes monthly |
Ready to Transform Your Financial Future
Choose the consultation level that matches your planning goals and start building your financial confidence today
Schedule Consultation