Financial Planning Consultation Pricing
Choose the consultation approach that fits your financial planning needs and goals
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed concepts.
Past performance does not guarantee future results.
Basic Consultation
Single consultation session for focused financial planning discussion
- 60-minute consultation session
- Basic financial situation review
- Goal-setting framework discussion
- Written session summary
- No follow-up support
One-time fee, GST included
Monthly Planning
Ongoing monthly consultations with comprehensive planning support
- Monthly 90-minute consultations
- Comprehensive financial analysis
- Goal tracking and progress reviews
- Email support between sessions
- Detailed action planning
Monthly subscription, GST included, cancel anytime
Comprehensive Program
Intensive financial planning with priority support and detailed analysis
- Bi-weekly consultation sessions
- Advanced analytical reviews
- Priority email and phone support
- Quarterly comprehensive assessments
- Custom planning frameworks
- Direct consultant access
Monthly subscription, GST included, 3-month minimum commitment
Pricing Details and Terms
Service Fees
All consultation fees are for professional planning discussions and analytical services. We do not receive commissions from financial product sales as we focus solely on consultation services.
No product sales commissions - transparent fee-only structure
GST Information
All prices include Australian Goods and Services Tax (GST) where applicable.
Current GST rate: 10% (included in all displayed prices)
Not applicable - our consultation services do not involve credit or lending products N/AOur services do not involve credit arrangements or variable interest rates
Service Comparison
| Features | Basic Consultation | Monthly Planning | Comprehensive Program |
|---|---|---|---|
| Consultation Duration | |||
| Session Frequency | One-time | Monthly | Bi-weekly |
| Email Support | Session only | Between sessions | Priority access |
| Progress Tracking | |||
| Custom Frameworks |
Pricing Questions
Can I change my consultation plan later?
Yes, you can upgrade or downgrade your consultation plan at any time. Changes take effect at the next billing cycle. If you upgrade mid-cycle, we'll prorate the difference for immediate access to enhanced features.
What happens if I miss a scheduled consultation?
We understand schedules change. You can reschedule up to 24 hours in advance without penalty. Sessions missed without proper notice may still be charged, but we'll work with you to find a suitable makeup session.
Do you offer refunds if I'm not satisfied?
While we don't offer refunds for completed consultations, we're committed to your satisfaction. If you're not happy with our service, we'll work to address your concerns or help you find a more suitable approach to financial planning.
Ready to Start Your Financial Planning Journey?
Join 4160+ clients who have gained clearer financial direction through our personalized consultation approach. Take the first step toward better money management today.
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