Financial Planning Packages
Choose the comprehensive financial planning service that fits your needs and goals
Individual results may vary significantly based on personal financial situations.
Past performance does not guarantee future results.
Basic Financial Review
$295
One-time fee
Perfect for getting started with professional financial guidance and basic planning strategies
- Portfolio analysis and recommendations
- Basic retirement planning review
- Investment goal assessment
- 30-day email support included
Comprehensive Plan
$595
One-time fee
Our most popular option includes detailed analysis and actionable strategies for long-term wealth building
- Complete financial health assessment
- Tax optimization strategies included
- Retirement and estate planning guidance
- Insurance needs analysis
- 90-day implementation support
Executive Strategy
$895
One-time fee
Comprehensive planning for high-net-worth individuals with complex financial situations and advanced strategies
- Advanced portfolio optimization
- Complex tax planning strategies
- Estate and succession planning
- Business ownership considerations
- Alternative investment analysis
- Ongoing quarterly reviews included
Pricing Information
- All prices include GST. No hidden fees or ongoing charges unless specified.
- Payment plans available. No commission-based recommendations - fee-only advice.
- Payment due within 14 days of service completion. Satisfaction guaranteed or money back.
Payment plan representative APR: 8.9% for qualified applicants over 12-24 months.
AFSL 417222 - Licensed by ASIC
Compare Our Plans
| Features Included | Basic Financial Review | Comprehensive Plan | Executive Strategy |
|---|---|---|---|
| Investment Analysis | |||
| Retirement Planning | |||
| Tax Strategies | |||
| Insurance Review | |||
| Ongoing Support | Basic / 30 days | Comprehensive / 90 days | Advanced / Quarterly |
Need Something Different?
We can create custom financial planning solutions for unique situations or business needs. Contact us to discuss your specific requirements.
Request Custom QuotePrices are subject to individual circumstances and may vary based on complexity. All fees are disclosed upfront with no surprises.
Pricing last updated: July 5, 2025