Investment Planning Pricing
Choose the financial planning package that fits your investment goals
Important Notice
Individual results may vary based on market conditions and personal circumstances
Past performance does not guarantee future results.
Essential Plan
Basic financial planning for new investors
$250
/One-time payment
- Basic portfolio assessment and asset allocation
- Investment goal setting and risk analysis
- Simple diversification strategy recommendations
- Email support for 30 days
Most Popular
Comprehensive Plan
Complete investment strategy for serious wealth builders
$650
/One-time payment
- Detailed portfolio construction and optimization
- Tax-efficient investment strategies
- Retirement planning and pension optimization
- Quarterly portfolio review calls
- Access to investment research and market insights
Premium Plan
Elite wealth management for high-net-worth individuals
$1,000
/One-time payment
- Advanced portfolio management with alternative investments
- Estate planning and wealth transfer strategies
- International investment and currency hedging
- Monthly one-on-one advisor consultations
- Priority access to exclusive investment opportunities
- Comprehensive tax planning and optimization
Pricing Details
All prices include GST where applicable
No ongoing management fees or hidden charges
One-time payment with optional follow-up services available
Licensed by ASIC AFSL 001408
Payment plans available with representative APR of 4.5% over 12 months
Compare Features
| Features | Essential Plan | Comprehensive Plan | Premium Plan |
|---|---|---|---|
| Portfolio Analysis | |||
| Investment Recommendations | |||
| Ongoing Support | |||
| Market Research Access | Basic | Comprehensive | Premium |
| Tax Optimization | Limited | Full Service | Advanced |
Ready to Build Your Wealth?
Start your investment journey with a personalized financial plan designed specifically for your goals and risk tolerance.
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