Financial Planning Consultation Services
Professional financial guidance with transparent pricing and no hidden fees. Choose the consultation approach that fits your needs.
Individual results may vary significantly based on personal circumstances.
Past performance does not guarantee future results.
Essential Consultation
Perfect for individuals seeking focused financial guidance on specific planning areas
- 60-minute consultation session
- Financial situation analysis
- Goal-setting discussion
- Written summary of key points
No commissions or product sales
Comprehensive Planning
Our signature monthly planning service for ongoing financial guidance and support
- Monthly consultation sessions
- Comprehensive financial analysis
- Goal tracking and progress reviews
- Priority email support
- Quarterly planning updates
No product commissions or sales pressure
Executive Planning
Intensive planning support for complex financial situations and high-net-worth individuals
- Bi-weekly consultation sessions
- Advanced financial modeling
- Tax strategy discussions
- Estate planning considerations
- Direct phone access
- Same-day response guarantee
Independent advice with no conflicts of interest
Additional Services
One-Time Consultation
Focused advice sessions for specific financial questions or planning needs
$125 per hour
Schedule NowSpecialized Projects
Custom analysis for unique financial situations, business planning, or complex scenarios
Quote on request
Request QuoteImportant Pricing Information
- All prices include GST where applicable
- We do not earn commissions from product recommendations
- Monthly services billed in advance, cancel anytime
- No financing offered - services paid directly
Licensed by ASIC AFSL 234567
Frequently Asked Questions
What's included in the consultation fee?
Each consultation includes analysis time, meeting discussion, written summary, and follow-up email support. No additional charges for basic planning resources or templates.
Can I cancel monthly services anytime?
Yes, monthly services can be cancelled with 30 days notice. No long-term contracts or cancellation penalties apply.
Do you sell financial products?
No, we provide independent consultation services only. We do not sell products or earn commissions from recommendations, ensuring unbiased advice.
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