Investment Consultation Pricing
Professional portfolio management and financial planning guidance tailored to your investment goals and experience level
Essential Consultation
Basic investment guidance and portfolio review for new investors
1-hour session
- Portfolio assessment and basic asset allocation review
- Investment strategy fundamentals and risk tolerance evaluation
- General market analysis and diversification principles
- Written summary of consultation recommendations
Professional Consultation
Comprehensive portfolio management and financial planning guidance
1-hour session
- Detailed portfolio analysis with advanced asset allocation strategies
- Comprehensive retirement planning and wealth management guidance
- Advanced market analysis and risk assessment techniques
- Personalized investment strategy development and optimization
- Follow-up consultation summary with actionable recommendations
Executive Consultation
Premium wealth management and sophisticated investment strategy consultation
1-hour session
- Sophisticated portfolio management and institutional-level strategies
- Advanced tax-efficient investment planning and estate considerations
- Complex market analysis with alternative investment evaluation
- Comprehensive wealth management strategy development
- Priority booking and extended consultation support
- Detailed written investment strategy report and implementation guide
Consultation Details and Payment Information
Payment Terms and Methods
We offer flexible payment options for our investment consultation services to accommodate various client preferences.
- • Credit card payments processed securely through our online platform
- • Bank transfer for consultation fees with invoice provided upon completion
- • Corporate accounts available for business clients requiring regular financial planning consultations
Tax and Billing Information
All consultation fees include applicable GST where required for financial services in Australia.
Detailed invoices are provided for all investment consultation services, including breakdown of portfolio management guidance and financial planning components. Tax receipts are available for business expense claims where applicable.
Investment Consultation Disclaimer
All consultation fees are for educational and advisory services only. Results may vary based on individual implementation of investment strategies and market conditions. Past performance discussed during consultations does not guarantee future investment results.
Questions About Pricing
Need clarification about our investment consultation fees or want to discuss which service level best fits your portfolio management and financial planning needs?
Contact Our Team