Investment Consulting Pricing

Choose the consultation package that best fits your investment needs

Individual results may vary.

Past performance does not guarantee future results.

Basic Consultation

Perfect for getting started with investment planning

$250 /per hour
  • Portfolio review and analysis
  • Investment strategy consultation
  • Risk assessment and recommendations
  • Follow-up email summary

All prices include GST. Representative APR: 0% (no financing offered)

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Most Popular

Comprehensive Consultation

Detailed analysis and personalized investment strategy

$375 /per hour
  • In-depth portfolio analysis
  • Comprehensive investment strategy
  • Risk assessment and diversification plan
  • Detailed written report
  • 30-day email support

All prices include GST. Representative APR: 0% (no financing offered)

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Premium Consultation

Complete wealth management and ongoing support

$500 /per hour
  • Complete financial portfolio review
  • Advanced investment strategies
  • Tax optimization recommendations
  • Comprehensive written plan
  • 60-day email and phone support
  • Quarterly check-in sessions

All prices include GST. Representative APR: 0% (no financing offered)

Get Started

Pricing Details

All prices include GST and are quoted in Australian dollars

Payment is due before consultation. No commissions or hidden fees

Representative APR: 0% (no financing options available)

Licensed by ASIC AFSL 801849

Prices may vary based on complexity and specific requirements

Have Questions?

Our team is here to help you choose the right consultation package for your investment goals

Contact Us

Frequently Asked Questions

What is included in each consultation?

Each consultation includes a thorough review of your current financial situation, personalized investment recommendations, and a follow-up summary of our discussion.

How long does a consultation typically last?

Consultations are billed hourly, with most sessions lasting 1-2 hours depending on the complexity of your investment needs and goals.

Can I upgrade my consultation package?

Yes, you can upgrade to a more comprehensive package at any time. We'll credit your previous payment toward the upgraded service.