Consultation Pricing Plans
Choose the consultation package that matches your financial planning needs
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed strategies.
Past performance does not guarantee future results.
Essential Consultation
Perfect for straightforward financial planning discussions and basic analytical reviews of your current situation.
- Single 90-minute consultation session
- Basic financial situation analysis
- Resource allocation discussion
- Follow-up summary document
Comprehensive Analysis
Our signature monthly subscription for ongoing financial planning consultation and detailed analytical reviews.
- Monthly consultation sessions
- Detailed analytical reviews
- Personalized planning strategies
- Email and phone support
- Quarterly progress assessments
Premium Advisory
Comprehensive consultation services with unlimited access and advanced analytical reviews for complex financial situations.
- Unlimited consultation sessions
- Advanced analytical modeling
- Priority scheduling and support
- Specialized strategy discussions
- Monthly detailed reports
- Direct consultant access
Pricing Information
- All prices include 10% GST as required by Australian law.
- Payment processing fees may apply depending on your chosen payment method.
- Monthly subscriptions are billed in advance on your enrollment date each month.
Representative APR for payment plans: 8.9% APR variableAPR may vary based on payment terms and creditworthiness assessment.
Licensed by ASIC AFS 847329
Frequently Asked Questions
What's included in consultation sessions?
Each session includes personalized discussion of your financial situation, analytical review of your circumstances, and guidance on modern approaches to resource allocation.
Can I change my plan anytime?
Yes, you can upgrade or downgrade your consultation plan with one month's notice. Changes take effect at your next billing cycle.
Are there any setup fees?
No setup fees apply to any of our consultation plans. The listed prices are complete for the services described.
Need Something Different?
Contact us to discuss customized consultation arrangements for unique circumstances or specialized analytical requirements.
Contact Support