Professional Financial Planning Services
Choose the plan that matches your investment goals
Individual results may vary based on personal circumstances, market conditions, and implementation of strategies.
Past performance does not guarantee future results.
Essential Plan
Perfect for getting started with professional financial guidance
No ongoing fees
- Basic portfolio review and recommendations
- Investment goal setting and risk assessment
- Written financial plan summary
- 30-day email support included
- Ongoing portfolio management
Comprehensive Plan
Complete financial planning with detailed analysis and strategy
No ongoing fees
- Detailed portfolio analysis and optimization
- Tax-efficient investment strategies
- Retirement and goal-based planning
- 20-page detailed financial plan document
- 90-day email and phone support
Premium Plan
Executive-level financial planning with ongoing support
No hidden fees
- Complete wealth management strategy
- Estate planning and succession advice
- Advanced tax optimization strategies
- Quarterly portfolio reviews and rebalancing
- Priority access to advisor consultations
- 6 months of ongoing support and adjustments
Pricing Details
- All prices include GST where applicable
- Payment required upfront, no ongoing commission fees charged
- One-time payment structure with optional follow-up services
- Licensed by ASIC - Australian Financial Services License 671038
No credit facilities offered - services are fee-for-service only
All advice subject to our terms and conditions and regulatory compliance
Pricing Questions
What's included in each financial plan?
Each plan includes personalized advice, written recommendations, and support as outlined. Higher-tier plans offer more comprehensive analysis and longer support periods.
Are there any ongoing fees or commissions?
No, our pricing is transparent with one-time fees only. We don't charge ongoing management fees or receive product commissions that could create conflicts of interest.
Can I upgrade my plan later?
Yes, you can upgrade to a higher service level by paying the difference. We'll credit your initial payment toward the upgraded service.
Need Something Different?
For complex situations or institutional clients, we offer customized solutions tailored to your specific requirements and circumstances.
Contact Sales