Get personalized investment advice from certified financial advisors. Our hourly consultation services help you build wealth through strategic portfolio management and smart asset allocation decisions.
Our investment consultations cover comprehensive portfolio management, asset allocation strategies, risk assessment, retirement planning, and market analysis. We tailor each session to your specific financial goals and risk tolerance, providing actionable investment advice for building long-term wealth.
Our hourly consultation fees range from $100 to $500 AUD per hour, depending on the complexity of your investment needs and the level of expertise required. We provide transparent pricing with no hidden fees, and all costs are discussed before scheduling your session.
Please bring your current financial statements, investment portfolio details, tax returns from the past two years, and a clear understanding of your financial goals. This information helps us provide more targeted investment advice during your consultation session.
Absolutely. Our certified advisors work with clients at all experience levels, from investment beginners learning about asset diversification to experienced investors seeking advanced portfolio optimization and alternative investment opportunities. Each consultation is customized to your knowledge level and objectives.
We stand behind the quality of our investment consultation services with a satisfaction guarantee.
If you're not completely satisfied with your consultation, we'll work with you to address your concerns or provide a full refund. Your financial success and peace of mind are our top priorities.
Satisfied Clients
Successful Projects
Years Experience
Client Satisfaction
Comprehensive financial assessment and goal setting session to understand your investment objectives and risk tolerance.
Customized investment strategy creation with detailed asset allocation recommendations and timeline for implementation.
Guidance through portfolio setup, account opening, and initial investment execution with ongoing support.
Regular performance monitoring and strategy adjustments to ensure your investments stay aligned with your goals.
Advanced market analysis tools and economic indicators to inform your investment decisions with real-time data.
Sophisticated portfolio performance tracking and risk assessment tools for comprehensive investment monitoring.
Tax-efficient investment strategies and planning tools to maximize your after-tax returns within Australian regulations.
Our team holds advanced certifications in financial planning and investment management, ensuring you receive professional guidance backed by extensive market knowledge and trading experience.
Every consultation is tailored to your unique financial situation, goals, and risk tolerance. We don't believe in one-size-fits-all solutions for wealth building and portfolio management.
Our hourly consultation model means you pay only for the time and expertise you need, with no ongoing management fees or hidden costs affecting your investment returns.
Beyond your initial consultation, we provide continued support through market updates, strategy reviews, and access to our investment research resources for long-term success.