Transparent Consultation Pricing
Choose the consultation plan that aligns with your financial planning needs and goals. All plans include our comprehensive analytical approach and personalized guidance.
Professional financial consultation services with flexible monthly plans
Essential Consultation
Perfect for individuals beginning their financial planning journey who need foundational guidance and analytical reviews.
- Monthly one-on-one consultation session (60 minutes)
- Basic financial situation analysis and review
- Email support for urgent questions
- Access to consultation resources and tools
- Advanced analytical frameworks not included
Comprehensive Planning
Our most popular option providing detailed analytical reviews and comprehensive financial planning guidance for serious planners.
- Two monthly consultation sessions (90 minutes total)
- Comprehensive financial analysis and planning review
- Priority email and phone support
- Advanced analytical tools and frameworks
- Quarterly progress reviews and planning adjustments
Executive Advisory
Premium consultation services for high-net-worth individuals requiring sophisticated financial planning and analytical support.
- Unlimited consultation access (subject to scheduling)
- Advanced analytical reviews and strategic planning
- 24/7 priority support and emergency consultation
- Sophisticated planning tools and custom analysis
- Monthly detailed reports and progress tracking
- Access to specialist consultation areas
All prices include GST where applicable
Payment processing fee of 2.9% applies to all subscriptions
Licensed by AFSL 847329
No interest charges apply to monthly subscription billing
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Frequently Asked Questions
Can I change my consultation plan at any time?
Yes, you can upgrade or downgrade your consultation plan with one month's notice. Changes take effect at your next billing cycle, ensuring continuous access to financial planning guidance.
What happens if I need to cancel my subscription?
You can cancel your consultation subscription at any time with 30 days written notice. You'll retain access to services through your current billing period, and we'll provide a final consultation summary.
Are there any setup fees or long-term contracts?
No setup fees or long-term contracts are required. Our consultation services operate on a month-to-month basis, giving you flexibility to adjust your financial planning support as needed.
Do you offer consultation services for business planning?
Our consultation services focus on personal financial planning. For business financial planning needs, we can provide referrals to qualified commercial financial advisors in our professional network.
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