Choose Your Plan

Professional financial planning services tailored to your needs

Individual results may vary based on market conditions, personal circumstances, and implementation of recommendations.

Past performance does not guarantee future results.

Basic Plan

Essential financial planning for beginners

$250 /One-time consultation
  • Investment basics assessment
  • Budget analysis and recommendations
  • Goal setting framework
  • 30-minute follow-up call

No additional management fees

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Most Popular

Comprehensive Plan

Complete financial strategy development

$500 /One-time consultation
  • Portfolio analysis and optimization
  • Tax-efficient investment strategies
  • Risk assessment and management
  • Retirement planning guidance
  • 60-minute follow-up session

Implementation support included

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Premium Plan

Advanced wealth management and planning

$1,000 /One-time consultation
  • Advanced portfolio construction
  • Estate planning integration
  • Tax optimization strategies
  • Alternative investment analysis
  • Quarterly review sessions
  • Priority client support

Ongoing relationship management

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Important Pricing Information

All prices include GST where applicable

No ongoing management fees or hidden charges

Representative APR: N/A for consultation services

Licensed by Australian Securities and Investments Commission (ASIC) AFS License No. 485736

Compare Plans

Feature Basic Plan Comprehensive Plan Premium Plan
Investment Analysis Basic Comprehensive Advanced
Follow-up Support
Tax Planning
Estate Planning
Ongoing Reviews

Pricing Questions

What payment methods do you accept?

We accept major credit cards, bank transfers, and PayPal. Payment is required before or at the time of consultation to secure your appointment.

Is there a money-back guarantee?

We offer a satisfaction guarantee. If you're not completely satisfied with your consultation, we'll work with you to address concerns or consider a refund within 14 days.

Do you offer payment plans?

For our Premium Plan, we can arrange payment in two installments: 50% before consultation and 50% within 30 days. Contact us to discuss payment options.

Ready to Get Started?

Choose the plan that best fits your needs and take the first step toward achieving your financial goals.

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