Investment Consultation Pricing
Choose the consultation level that matches your investment planning needs. All sessions include personalized advice and follow-up resources.
Essential Consultation
Perfect for new investors seeking basic portfolio guidance and investment fundamentals.
Great for beginners
- Basic portfolio review and analysis
- Investment goal setting and planning
- Risk tolerance assessment and profiling
- Simple asset allocation recommendations
- Educational resources and market basics
Professional Consultation
Comprehensive investment planning with advanced portfolio optimization and strategic advice.
Recommended choice
- Detailed portfolio analysis and optimization
- Advanced investment strategy development
- Tax-efficient investment planning
- Market timing and sector analysis
- Ongoing support and quarterly reviews
Executive Consultation
Premium service for high-net-worth individuals requiring sophisticated investment strategies.
For serious investors
- Complex portfolio restructuring and management
- Alternative investment opportunities
- Estate planning and wealth transfer
- International investment strategies
- Direct advisor access and priority support
Additional Pricing Information
GST Information
Understanding tax implications of consultation services
All consultation fees include 10% GST as required by Australian tax regulations.
Payment Processing
Transparent fee structure with no hidden costs
No additional payment processing fees. All prices displayed are final consultation costs.
Investment consultation fees are subject to change. Past performance does not guarantee future results. All investments carry risk.
Pricing Questions
What types of investment strategies do you cover in consultations?
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.
How are your consultation fees structured?
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.
What should I prepare for my first investment consultation?
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.
Need a customized consultation package for your specific investment requirements?
Contact us for personalized pricing on extended consultation packages.