Consultation Pricing Plans
Choose the financial planning consultation approach that best fits your needs and budget. All plans include personalized analysis and professional guidance.
Individual results may vary.
Past performance does not guarantee future results.
Essential Consultation
Perfect for individuals starting their financial planning journey who need foundational guidance and analysis.
- Monthly consultation session (60 minutes)
- Basic financial situation analysis
- Written summary of key findings
- Email support between sessions
- Advanced market analysis
- Comprehensive planning documents
Professional Consultation
Our comprehensive consultation service for individuals serious about optimizing their financial planning approach.
- Monthly consultation session (90 minutes)
- Comprehensive financial analysis
- Detailed written recommendations
- Priority email and phone support
- Quarterly progress review sessions
- Premium research resources
Premium Consultation
Our most comprehensive consultation service with enhanced analysis and unlimited support for complex financial situations.
- Bi-weekly consultation sessions (90 minutes each)
- Advanced financial situation analysis
- Comprehensive planning documentation
- Unlimited email and phone support
- Monthly progress reviews and adjustments
- Access to premium research and market insights
Pricing Information
All prices include GST (Goods and Services Tax) at the current Australian rate of 10%.
No additional fees or commissions are charged for consultation services.
Billing occurs monthly in advance, with automatic renewal unless cancelled with 30 days notice.
Licensed by AFSL 487362
Representative APR: Not applicable for consultation services. No credit or financing offered.
Frequently Asked Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your consultation plan at any time. Changes take effect at the next billing cycle, and we'll prorate any price differences.
What happens if I miss a consultation session?
We offer flexible rescheduling for missed sessions with at least 24 hours notice. Sessions missed without notice may not be rescheduled, but we work with clients to find suitable alternatives.
Are there any long-term contracts required?
No long-term contracts are required. All consultation plans operate on a month-to-month basis, and you can cancel anytime with 30 days written notice.
Do you offer refunds for consultation services?
Consultation fees are generally non-refundable due to the personalized nature of our services. However, we work with clients to address any concerns and ensure satisfaction with our consultation quality.
Ready to Start Your Financial Planning Journey?
Choose your consultation plan and take the first step toward better financial decision-making today.
Schedule Consultation