Consultation Service Pricing
Transparent pricing for personalized financial planning support
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Monthly Consultation
Regular monthly sessions for ongoing financial planning guidance
$250
per month
- One-hour monthly consultation session
- Personalized financial analysis
- Email support between sessions
- Session summary and action points
Service fee includes consultation time and analysis. Representative APR: 0% (no financing offered).
All prices include applicable GST
Quarterly Planning
Comprehensive quarterly sessions with additional support
$650
per quarter
- 90-minute quarterly consultation
- Detailed financial scenario analysis
- Priority email and phone support
- Written planning summaries
- Access to planning resources
Quarterly service includes extended consultation time and comprehensive analysis. Representative APR: 0%.
All prices include applicable GST
Annual Strategy
Complete annual financial planning with ongoing support
$2,200
per year
- Four comprehensive planning sessions
- Complete financial situation analysis
- Unlimited email and phone support
- Detailed written planning reports
- Priority scheduling and extended sessions
- Mid-year progress review session
Annual package includes comprehensive planning support and priority service. Representative APR: 0%.
All prices include applicable GST
Pricing Information
Payment and Fees
All consultation fees are charged in advance of service delivery. Monthly plans are billed monthly, quarterly plans every three months, and annual plans yearly. No hidden fees or commissions apply to our consultation services.
Tax Information
All displayed prices include applicable Goods and Services Tax (GST) as required by Australian tax legislation. Tax invoices are provided for all services.
Licensed by AFSL 428967
Representative APR: 0% (no financing or credit offered with consultation services)
Pricing Questions
Can I change my consultation plan?
Yes, you can upgrade or modify your consultation plan with reasonable notice. Changes take effect at the next billing cycle. Downgrades may be subject to existing commitment periods.
Are there any additional fees?
No, our pricing is transparent with no hidden fees. The displayed price includes all consultation time, analysis, and standard support. Additional services beyond the standard package would be discussed separately.
What if I need to cancel services?
Services can be cancelled with 30 days' notice. You remain responsible for any services already provided or scheduled within the notice period. No penalties apply for cancellation after initial commitment periods.
Ready to Start Your Financial Planning Journey?
Choose the consultation plan that fits your needs and schedule your first session today. Past performance does not guarantee future results.
Schedule Consultation