Financial Planning Consultation Pricing
Discover transparent pricing for professional financial planning consultations. Choose the service level that matches your needs and start building your financial confidence today.
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 getting started with financial planning basics and understanding your current position.
$125
per month
- One-hour monthly consultation session
- Basic financial position review
- Goal setting and priority discussion
- Email support between sessions
Commission Rate: No commission-based products
Additional Hours: $95/hour
Comprehensive Planning
Our flagship service offering detailed analysis and strategic planning for serious wealth builders.
$250
per month
- Two consultation sessions monthly (90 minutes each)
- Detailed resource allocation analysis
- Tax optimisation strategy discussion
- Retirement planning roadmap development
- Priority phone and email support
Commission Rate: No commission-based products
Additional Hours: $85/hour
Premium Advisory
Elite service level for high-net-worth individuals requiring sophisticated financial strategies.
$450
per month
- Weekly consultation sessions (60 minutes each)
- Advanced wealth protection strategies
- Estate planning coordination
- Tax structure optimisation guidance
- Unlimited communication access
- Quarterly comprehensive review sessions
Commission Rate: No commission-based products
Additional Hours: $75/hour
Pricing Details and Payment Information
Commission-Free Consultation Model
Unlike traditional financial advisers, we operate on a pure consultation fee basis without earning commissions from financial product sales. This ensures our advice remains completely independent and aligned with your interests.
- All consultation fees are transparent and disclosed upfront with no hidden charges or ongoing product commissions
- We do not sell financial products or receive referral fees from third-party providers, ensuring unbiased guidance
GST and Tax Information
All prices displayed include GST (Goods and Services Tax) as required by Australian tax law. Your monthly subscription automatically renews unless cancelled with 30 days notice.
- GST component (10%) is clearly itemised on all invoices for your accounting records
- Business clients may be able to claim consultation fees as tax-deductible business expenses (consult your accountant)
Monthly subscription payments do not involve credit or lending arrangements. Fees are charged monthly in advance for consultation services. N/A - No credit offered Payment terms are monthly subscription basis with no interest charges or credit arrangements.
Service Level Comparison
| Service Features | Essential Consultation | Comprehensive Planning | Premium Advisory |
|---|---|---|---|
| Monthly consultation hours included | |||
| Email and phone support level | |||
| Specialised planning areas covered | |||
| Additional hourly rate for extra sessions |
Questions About Our Pricing
Need help choosing the right consultation level for your situation? Our team can discuss your specific needs and recommend the most suitable service tier.
Discuss Options