Choose Your Planning Service
Learn more about our flexible consultation options designed to match your financial planning needs and budget
Individual results may vary
Past performance does not guarantee future results.
Starter Consultation
$150
per session
Perfect for getting started with professional financial guidance and understanding your options
- Single consultation session
- Basic financial analysis
- Email follow-up summary
- Resource recommendations
Monthly Planning
$250
per month
Comprehensive monthly consultations with ongoing support and personalized guidance
- Monthly consultation sessions
- Detailed financial analysis
- Email support between sessions
- Market insights and updates
- Personalized action plans
Premium Planning
$450
per month
Comprehensive planning with priority access and enhanced support for serious planners
- Bi-weekly consultation sessions
- Advanced financial modeling
- Priority email and phone support
- Quarterly planning reviews
- Market analysis reports
- Direct consultant access
Pricing Details and Fees
Service Fees
All prices include our consultation fees and administrative costs
No hidden fees or commission charges apply to our consultation services
GST Information
All prices include 10% GST where applicable
GST is automatically calculated based on your location and service type
No financing offered - services are billed monthly in advance
Compare Our Services
Service Features | Starter Consultation | Monthly Planning | Premium Planning |
---|---|---|---|
Monthly consultations | |||
Email support | |||
Market insights | |||
Priority access | 1 session | Basic support | Quarterly updates |
Ready to Start Planning?
Join 4176 clients who have discovered the benefits of professional financial consultation and personalized guidance
Schedule Consultation