Preparation of a tailored financial plan, including timeframes and goals
Unlimited sessions as needed to finalise your personalised strategy
Ongoing Support – Year 1: $2,940
Paid monthly at $245 per month for 12 months. This includes:
Monthly check-ins to ensure you’re staying on track
Quarterly progress reports
Full strategy reviews every 6 months
Ongoing Support – Year 2 and Beyond (Optional):
$100 per month, including quarterly reports and six-monthly reviews OR
$395 per six-month review, pay-as-you-go option
Total Year 1 Cost: $5,435
Discounted upfront payment: Pay in full and receive a 10% discount, bringing the total to $4,891.50 OR Split the cost: $2,495 upfront + $245/month for 12 months
