Financial Planning Consultation Packages
Professional investment advisory services tailored to your wealth building goals and risk tolerance
Essential Financial Review
Basic financial health assessment with fundamental investment guidance
$200
One-time consultation
- Personal financial situation analysis
- Basic asset allocation recommendations
- Risk assessment and tolerance evaluation
- Written summary with action steps
Most Popular
Comprehensive Investment Strategy
Detailed portfolio management plan with diversification strategies
$600
Complete consultation package
- In-depth portfolio analysis and optimization
- Detailed diversification and asset allocation plan
- Retirement planning and superannuation review
- Tax-effective investment structure recommendations
- Quarterly review and adjustment guidance
Premium Wealth Management
Comprehensive wealth building strategy with ongoing support
$1,000
Complete consultation with follow-up
- Complete financial planning and investment strategy
- Advanced portfolio diversification techniques
- Estate planning and wealth transfer strategies
- Tax optimization and capital gains planning
- Market analysis and timing recommendations
- Six-month follow-up consultation included
Pricing Details and Information
Payment Information
- We accept bank transfers, credit cards, and certified cheques for consultation fees
- All financial transactions are processed securely with encryption protection
- Payment is required before consultation delivery to ensure service availability
Tax and Legal Information
- All prices include applicable Australian GST where required
- Services are provided under Australian financial services regulations
- Detailed invoices provided for all consultation services for tax purposes
Commission and Fee Disclosure
Transparency is important to our financial consultation process:
- We do not receive commissions from recommended investment products
- Our compensation comes exclusively from consultation fees paid by clients
- Any potential conflicts of interest are disclosed during consultation
Questions About Our Services?
Our team is available to help you choose the right financial planning consultation package for your investment goals.
Contact Our TeamResults may vary. Past performance does not guarantee future investment returns. All investments involve risk of loss.
Individual results may vary significantly based on personal financial situation, risk tolerance, and market conditions.