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Service Package

Financial Consulting

Individual & Families

$200 + GST per hour (minimum 2hrs + 30 minute incremental billing

Pay as you go ~ Book in whenever you want and pay the same price each time

$200 + GST per month + 15 minute incremental billing

If you think you need more guidance or have more questions to ask, this memberships gives you access every single month plus phone or “pop-in” access at 15 minute increments instead of paying the full hourly rate.

$500 + GST per month + no extra billing

Come in or call up as often as you want, all inclusive to your monthly membership.


$650 per day + GST – booked in half-day blocks minimum (4 hours)

Inclusions and options:

~ Overseeing business operations

~ Practice management review

~ Process / documentation / strategy reviews

~ Practice improvement sessions

~ Client engagement (follow up or call advice books – NO ADVICE)

~ Fast tracked on-shore admin – for urgent advice or administration that needs to be hurried along due to backlog – experienced FP to fast track process for urgent cases

~ Plus other non-advice tasks to improve your efficiencies.

Service Package

Financial Advice

Once Off Advice

Once-off Financial Advice is for those who need the set up without the on-going management. These fees include the advice, plus the implementation of the advice if that is selected and paid for at the extra cost, further communication and interaction is available at our consulting rates. Have the tables the same with single and couple but the following headings and numbers:

Service Package

Wealth Management

Wealth Management On-Boarding Fees (Implementation Included)

We are a fee for service business and do not take commissions. Our fees can be structured via personal funds, products and platforms (insurances, superannuation and investments) where applicable. We will ensure to recommend the most effective way to pay our fees. Potential payment plans are also available for some circumstances. Please note our current average On-boarding fee is $3,300.

On-Going Management Fee

Our memberships are structured in a way that ALL members receive the same service and inclusions. The difference in fees is simply you choosing how much of our time you would like to utilise. Each membership upgrade represents a fee difference that reflects extra amounts of our time with a discount on the Executive category due to the large fee applicable for that level of service. The Membership differences reflective of fee differences are as follows:

• 2 x Meetings

• 30 minute call access all year round

$250 per month

• 4 x Meetings

• 60 minute call access all year round

$500 per month

• 12 x Meetings

• Unlimited call access all year round

$1000 per month

• All On-Going Advice included (that relates to existing advice)

• Invitations to events

• Newsletters

• Software/Portal Access

• Access to Referral Discount Program

• Membership Card (Direct Access Numbers and Contacts for ease of communication)