No lengthy sales process.
Simple options.
Transparent pricing: $110 an hour.
No BS fluff.
Next availability: week 47 (from Mon 16 Nov).
Just no strings attached strategic guidance on the various levers you can pull, the pros and cons and risks of each, the things you might have missed and what's actually moving the needle.
Upfront options
What
Complex strategic guidance + modelling
Who
Someone who has established their financial foundations
and facing a large decision to make the most of their situation.
Cost
$3,300 per plan
1 hour general guidance consultation, or hire me by the hour for any modelling you need
Someone with a DIY mindset who wants to test their own thinking against the numbers, OR someone keen to upskill and learn how things work.
$110 per hour
40 hours of strategic modelling on your plan and its variations
Someone building wealth who wants my exclusive focus for a week to model every option properly.
$4,400 per week (40 hours)
Ongoing guidance options
I make every effort to ensure my upfront work puts your finances on autopilot but below are options if you'd like an ongoing sounding board.
What
Cost
Future consultations
1 hour general guidance consultations
$110 per hour
Something more tailored
To be discussed, depending on your situation and needs.
?
My hourly rate is $110 and every price above is built from it, as a fixed price agreed before we start. No ranges, no quote after the first meeting, no surprise invoices. I hope one of the above sounds right for you :)
What you're paying for is strategic modelling and structuring guidance, done in a customised spreadsheet I built out of necessity. Most financial planning software is geared towards retirees, and none of the apps could model what people building wealth actually need.
It all comes down to the various levers you can pull, the pros and cons and risks of each, the things you might have missed and what's actually moving the needle.
All prices, of course, include GST.
The above is designed to suit most cases however in the event your situation has additional complexities we can discuss alternative ways to work together or point you in the direction of another appropriate professional.