Flexible Financial Planning Options
Choose the consultation approach that fits your financial goals and current situation. All plans include personalized guidance and ongoing support.
Individual results may vary
Past performance does not guarantee future results
Starter Consultation
Perfect for individuals beginning their financial planning journey who need foundational guidance and basic resource allocation strategies.
per month
- Monthly one-on-one consultation session
- Basic budgeting and expense analysis
- Goal-setting framework development
- Email support between sessions
Commission Structure:: No commission fees
Additional Hours:: $95 per hour
Comprehensive Planning
Our most popular option for individuals and families seeking detailed financial analysis and strategic resource management guidance.
per month
- Bi-weekly consultation sessions
- Detailed financial situation analysis
- Personalized resource allocation strategies
- Priority email and phone support
- Quarterly progress review meetings
Commission Structure:: No commission fees
Additional Hours:: $85 per hour
Premium Advisory
Comprehensive financial guidance for high-net-worth individuals requiring sophisticated planning strategies and frequent consultations.
per month
- Weekly consultation availability
- Advanced financial strategy development
- Multi-generational planning guidance
- Unlimited email and phone support
- Monthly detailed progress reports
- Annual comprehensive strategy review
Commission Structure:: No commission fees
Additional Hours:: $75 per hour
Payment Information and Terms
GST Information
All prices include 10% GST as required by Australian tax legislation
GST calculations comply with Australian Taxation Office requirements for professional services
Commission and Fee Structure
Our transparent fee structure ensures you understand all costs associated with your financial planning consultations.
We operate on a fee-for-service basis with no hidden commission arrangements or third-party payment incentives
Monthly subscription payments do not involve credit arrangements; therefore, APR calculations are not applicable to our consultation services
Service Feature Comparison
| Features | Starter Consultation | Comprehensive Planning | Premium Advisory |
|---|---|---|---|
| One-on-one consultations | |||
| Email support access | |||
| Progress tracking reviews | |||
| Advanced strategy development |
Common Pricing Questions
Can I change my plan later?
Yes, you can upgrade or downgrade your consultation plan at any time with 7 days notice. Changes take effect at your next billing cycle.
What happens if I need extra consultation time?
Additional consultation hours are available at your plan's hourly rate. We'll always confirm extra time charges before proceeding with extended sessions.
Are there any setup fees or long-term contracts?
No setup fees or long-term commitments required. You can pause or cancel your consultation plan with 30 days written notice.
Ready to Start Your Financial Journey?
Take the first step toward better financial clarity and confidence with a consultation plan designed for your needs.
Schedule Consultation