Investment Consultation Pricing
Professional investment advice tailored to your financial goals
Individual results may vary and are not guaranteed.
Past performance does not guarantee future results.
Basic Consultation
Essential investment guidance
- Portfolio review and analysis
- Basic investment recommendations
- Market outlook discussion
- Email follow-up summary
- No ongoing monitoring
- No detailed research reports
All prices include GST
Comprehensive Review
Complete investment strategy
- Full portfolio optimization
- Risk assessment and profiling
- Detailed investment strategy
- Written recommendations report
- 30-day email support
- No ongoing portfolio management
All prices include GST
Premium Advisory
Complete wealth management
- Advanced portfolio modeling
- Tax optimization strategies
- Alternative investment analysis
- Comprehensive written plan
- 60-day ongoing support
- Quarterly review sessions
All prices include GST
Payment Information
Commission Structure
Our fee structure is transparent and straightforward:
- No hidden fees or ongoing commissions
- Pay only for consultation time used
- No minimum commitment required
GST Information
All consultation fees include applicable taxes:
- 10% GST included in all quoted prices
- Tax invoices provided for all services
Australian Financial Services Licence (AFSL) 446081
Representative APR for payment plans: 4.9% APR representative
Frequently Asked Questions
What is included in a consultation session?
Each session includes portfolio analysis, investment recommendations, risk assessment, and a written summary of our discussion and recommendations.
How long is a typical consultation?
Most consultations range from 1-2 hours depending on the complexity of your investment situation and goals.
Do you provide ongoing support?
Yes, we offer email support and follow-up consultations. The level of support depends on your chosen service package.
Are there any additional fees?
No, our pricing is transparent with no hidden fees. You pay only for the consultation time and any additional services you choose.