Professional Financial Planning Services
Transparent pricing for comprehensive financial guidance and ongoing support
Individual results may vary.
Past performance does not guarantee future results.
Starter Consultation
Perfect for individuals seeking initial financial guidance and basic planning insights.
- One-time 90-minute consultation
- Basic financial situation analysis
- Goal-setting discussion
- Written summary of key points
Monthly Planning
Ongoing monthly support for comprehensive financial planning and regular guidance.
- Monthly 60-minute consultations
- Comprehensive financial analysis
- Goal tracking and progress reviews
- Email support between sessions
- Quarterly strategy adjustments
Premium Advisory
Comprehensive advisory service for complex financial situations requiring detailed ongoing support.
- Bi-weekly consultations (2 per month)
- Advanced financial modeling
- Priority email and phone support
- Detailed quarterly reports
- Access to specialist network
- Annual comprehensive review
Important Pricing Information
Payment Terms
- Monthly plans are billed in advance and can be cancelled with 30 days' notice
- One-time consultations are paid at the time of booking
- All prices include GST where applicable
Fee Structure Transparency
- We operate on a fee-for-service basis with no hidden commissions
- We may receive referral fees from some professional services, which will always be disclosed
- Our recommendations are not influenced by potential commissions or fees
Registered financial services provider under Australian Financial Services License
Additional Services Available
Ad-hoc Consultations
$180 per hour
For existing clients needing additional consultation time outside their regular plan
Project-Based Analysis
Starting from $500
Comprehensive analysis for specific financial decisions or major life changes
Document Review Service
$95 per review
Review and analysis of financial documents, contracts, or proposals
Important Notice Regarding Credit Products
For any credit products discussed during consultations, current representative APR information will be provided Representative APR varies by product and circumstancesRates are variable and subject to change based on market conditions and individual circumstances
Have Questions About Our Services?
Our team is ready to help you choose the right planning approach for your situation.
Contact Our Team