Investment Consultation Pricing

Professional investment advisory services tailored to your financial goals

Essential Consultation

Basic investment consultation for new investors

$100 /per hour
  • Portfolio review and basic risk assessment
  • Investment goal setting and strategy overview
  • Market condition analysis and recommendations
  • Follow-up consultation notes and action items
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Comprehensive Advisory

Full-service investment consultation with detailed analysis

$300 /per hour
  • Complete portfolio analysis and optimization
  • Advanced risk management and asset allocation
  • Tax-efficient investment strategies
  • Retirement and wealth planning integration
  • Quarterly portfolio review and rebalancing
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Executive Wealth Management

Premium advisory services for high-net-worth clients

$500 /per hour
  • Comprehensive wealth management strategy
  • Advanced estate planning and tax optimization
  • Alternative investment opportunities
  • Direct access to senior investment advisors
  • Monthly portfolio monitoring and adjustments
  • Exclusive investment research and market insights
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Pricing Details and Payment Information

GST Information

All consultation fees are subject to 10% GST as required by Australian tax law.

GST will be added to all quoted consultation rates and clearly itemized on invoices.

Payment Terms for Investment Consultations

Payment is due within 7 days of consultation completion. We accept bank transfers, credit cards, and business cheques.

Accepted payment methods include Visa, Mastercard, American Express, and direct bank transfer.

Additional Service Information

  • Minimum consultation duration is 1 hour, with additional time billed in 30-minute increments
  • Travel fees may apply for on-site consultations outside Melbourne CBD
  • Group consultation rates available for corporate clients and investment clubs

Ready to Start Your Investment Journey?

Book your consultation today and take the first step toward achieving your financial goals

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Investment Advisory Disclaimer

Past performance does not guarantee future results. All investments carry risk of loss. Consult with qualified professionals before making investment decisions.