Financial Planning Consultation Pricing
Discover value-driven consultation services designed to help you develop effective financial planning strategies
Essential Consultation
Perfect for individuals beginning their financial planning journey who need foundational guidance and strategy development
No hidden fees or commissions
- Monthly 60-minute consultation sessions
- Basic financial situation analysis
- Goal-setting and priority planning
- Email support between sessions
- Resource library access
Professional Consultation
Comprehensive consultation services for established individuals seeking advanced financial planning strategies and ongoing support
Transparent pricing with no additional charges
- Bi-weekly 90-minute consultation sessions
- Detailed analytical reviews and recommendations
- Personalised strategy development and implementation support
- Priority email and phone support
- Advanced planning tools and calculators
Executive Consultation
Premium consultation services for high-net-worth individuals requiring sophisticated financial planning approaches and dedicated support
All-inclusive premium service package
- Weekly consultation sessions up to 2 hours each
- Comprehensive wealth planning analysis
- Advanced strategy development and scenario modelling
- Dedicated consultant with direct access
- Quarterly comprehensive review sessions
- Priority booking and flexible scheduling
All prices include GST and are in Australian dollars
No commissions or hidden fees - transparent monthly subscription pricing
Licensed under ASIC AFSL 123456
Representative APR: N/A - subscription service with no lending component
Important Information
Individual results may vary and depend on personal circumstances, market conditions, and commitment to recommended strategies.
Past performance does not guarantee future results.
Plan Comparison
| Features | Essential Consultation | Professional Consultation | Executive Consultation |
|---|---|---|---|
| Personalised Strategy Development | |||
| Comprehensive Financial Analysis | |||
| Ongoing Implementation Support | |||
| Direct Expert Access | |||
| Consultation Frequency | Email support | Email and phone support | Dedicated consultant access |
Pricing Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your consultation plan with 30 days' notice. Changes take effect at the next billing cycle.
What happens if I miss a consultation?
We offer flexible rescheduling with 24 hours' notice. Unused sessions don't roll over but can be rescheduled within the same month.
Are there any setup fees?
No setup fees or joining costs. Your first consultation can be scheduled immediately after subscription activation.
Need Custom Solutions?
Contact our team to discuss tailored consultation packages for unique circumstances or corporate financial planning needs.
Discuss Custom Options