Financial Planning Services Pricing
Transparent pricing for comprehensive financial advice tailored to your investment goals
Important Investment Notice
Individual results may vary based on market conditions, investment timing, and personal circumstances.
Past performance does not guarantee future results.
Essential Plan
Perfect for individuals starting their investment journey
- Basic investment strategy review
- Risk tolerance assessment
- Portfolio allocation recommendations
- Written summary report
Comprehensive Plan
Complete financial planning for growing portfolios
- Detailed financial analysis
- Tax optimization strategies
- Retirement planning roadmap
- Insurance review and recommendations
- 45-day follow-up consultation
Premium Plan
Elite service for high-net-worth individuals
- Multi-generational wealth strategy
- Estate planning coordination
- Advanced tax structures review
- International investment options
- Quarterly review meetings
- Priority advisor access
Pricing Details
All prices include GST (10%) as required under Australian tax law.
Credit card payments incur a 1.5% processing fee. Bank transfers are fee-free.
No APR applicable - all services are one-time consultation fees with no ongoing interest charges.
Licensed by ASIC - Australian Financial Services License No. 139598
Compare Our Plans
| Features | Essential Plan | Comprehensive Plan | Premium Plan |
|---|---|---|---|
| Investment Strategy | Basic | Comprehensive | Advanced |
| Follow-up Support | Email only | 45-day consultation | Quarterly meetings |
| Tax Planning | General advice | Optimization strategies | Advanced structures |
| Report Detail | Summary | Detailed | Comprehensive |
Have Questions?
Our financial advisors are here to help you choose the right planning package for your investment goals.
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