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
Book Session
Most Popular

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
Get Started

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
Choose Premium

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

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Join 4176 clients who have discovered the benefits of professional financial consultation and personalized guidance

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