Consultation Service Pricing
Learn more about our transparent pricing for financial planning consultation services. Choose the subscription plan that best fits your planning needs and consultation frequency.
Essential Consultation
Perfect for individuals seeking basic financial planning guidance and periodic consultations to understand their financial options.
No commission fees
- Monthly 60-minute consultation session
- Basic financial analysis and review
- Email support between sessions
- Access to online resource library
- Advanced planning strategies not included
Comprehensive Planning
Our most popular option — ideal for individuals and families wanting detailed financial analysis and regular consultation support.
No commission fees
- Bi-weekly 60-minute consultation sessions
- Comprehensive financial analysis and modeling
- Priority email and phone support
- Quarterly detailed financial reports
- Access to advanced planning tools
Premium Advisory
For clients requiring intensive consultation support and sophisticated financial planning analysis with ongoing strategic reviews.
No commission fees
- Weekly consultation sessions (up to 90 minutes)
- Advanced financial modeling and scenario analysis
- Direct consultant phone line access
- Monthly comprehensive strategy reviews
- Custom analytical reports and dashboards
- Priority booking and extended session options
All prices include GST where applicable. No hidden fees or setup charges.
Licensed by ASIC ACL 847329
Important Pricing Information
Individual results may vary and are not guaranteed.
Past performance does not guarantee future results.
Subscription services are billed monthly in advance. No interest charges apply. Early termination available with 30 days' notice. Past performance does not guarantee future results.
Frequently Asked Questions
Can I change plans or cancel my subscription?
Yes, you can upgrade, downgrade, or cancel your subscription at any time with 30 days' written notice. Changes take effect at the next billing cycle.
Are there any additional fees or charges?
No hidden fees. The monthly subscription covers all consultation sessions, support, and access to tools as outlined in your chosen plan. GST is included where applicable.
What happens if I miss a consultation session?
We understand schedules change. Missed sessions can be rescheduled with 24 hours' notice. We'll work with you to ensure you receive the full value of your subscription.
Need Something Different?
Looking for a customized consultation package or have specific planning requirements? We can create a tailored solution that meets your unique financial planning needs.
Discuss Custom Options