Consultation Pricing and Service Options

Choose the consultation approach that best fits your financial planning needs and circumstances

Individual results may vary

Past performance does not guarantee future results

Basic Consultation

Monthly consultation sessions for individuals starting their financial planning journey

$150

per month

  • One 60-minute consultation session per month
  • Email support between sessions
  • Basic financial planning resources
  • Consultation session summaries

Service Fee: No additional commissions

Additional Sessions: $95 per additional hour

Start Basic Plan
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Comprehensive Planning

Enhanced consultation with detailed financial planning support and regular check-ins

$250

per month

  • Two 60-minute consultation sessions per month
  • Priority email and phone support
  • Comprehensive financial planning resources
  • Detailed action plans and progress tracking
  • Quarterly financial review sessions

Service Fee: No additional commissions

Additional Sessions: $85 per additional hour

Choose This Plan

Premium Advisory

Intensive consultation support with unlimited access and priority scheduling

$395

per month

  • Unlimited consultation sessions (reasonable use policy applies)
  • Direct consultant phone access during business hours
  • Premium resources and planning tools
  • Monthly comprehensive financial reviews
  • Priority scheduling and same-day availability
  • Exclusive access to specialist consultations

Service Fee: No additional commissions

Additional Sessions: Included in monthly fee

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GST and Tax Information

All consultation pricing includes applicable Australian Goods and Services Tax (GST).

Current GST Rate: 10%

Tax Compliance: Pricing complies with Australian Taxation Office requirements for professional consultation services

Payment Methods and Processing

We accept the following secure payment methods for consultation services

  • Credit cards (Visa, Mastercard, American Express)
  • Direct debit from Australian bank accounts
  • PayPal and other secure online payment platforms

Representative example: Monthly subscription of $250 includes all consultation services with no additional interest charges. 0%APR for consultation subscriptions

Frequently Asked Questions About Pricing

Can I change plans or cancel my subscription?

Yes, you can upgrade, downgrade, or cancel your consultation plan with 30 days notice. Changes take effect at the next billing cycle.

Are there any hidden fees or additional charges?

No hidden fees. All pricing is transparent and includes GST. Additional session fees apply only if you exceed your plan's included sessions.

Do you offer refunds if I'm not satisfied with the consultation?

We offer a 14-day satisfaction review period for new clients. Refunds are considered case-by-case based on service usage and circumstances.

Ready to Start Your Financial Planning Journey?

Choose the consultation plan that fits your needs and take the first step toward better financial understanding. Results may vary, but our commitment to quality guidance remains consistent.

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