Investment Planning Packages
Choose the financial planning service that matches your investment goals and complexity needs
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 starting your investment journey
- Basic portfolio analysis and asset allocation review
- Investment goal setting and risk assessment
- 90-minute consultation with certified financial planner
- Written financial plan summary and recommendations
Comprehensive Plan
Complete financial strategy for serious investors
- Detailed investment portfolio construction and analysis
- Tax-efficient investment strategy development
- Retirement planning and superannuation optimization
- Multiple consultation sessions over 6 weeks
- Comprehensive written financial plan (20+ pages)
Premium Plan
Elite service for high-net-worth individuals
- Advanced portfolio modeling and stress testing
- Estate planning and wealth transfer strategies
- International investment and tax considerations
- Ongoing support for 12 months post-delivery
- Access to exclusive investment opportunities research
- Quarterly portfolio review meetings included
Pricing Details
- All prices include GST (Goods and Services Tax)
- Payment processing fee applies: 2.5% processing fee for credit card payments
- Licensed by ASIC (Australian Securities and Investments Commission) - AFSL 439248
Representative APR: N/A (one-time fees, no financing offered)
Frequently Asked Questions
How long does it take to receive my financial plan?
Most plans are delivered within 2-4 weeks of your initial consultation, depending on complexity and the information gathering process.
Do you provide ongoing investment management services?
We focus on comprehensive financial planning. While we don't manage portfolios directly, we can recommend trusted investment managers and platforms.
Are your financial planners properly licensed?
Yes, all our advisors hold ASIC licensing and relevant professional certifications. We maintain full compliance with Australian financial services regulations.
Need Something Different?
We can create custom financial planning solutions for unique situations or business needs.
Contact Our Team