Services & Pricing

Choose the level of support that matches your needs right now.

Each service is designed to solve a specific problem. Select the one that matches where you are, or go comprehensive with the Complete Financial Makeover if you want everything optimized at once.

Personal Budget Audit

$147

Most people think they know where their money goes. Then they see the actual breakdown and realize they've been operating blind.

We analyze three months of transactions, categorize everything, identify patterns, and build a cash flow system that actually works for how you live.

What You Get:

  • Complete spending pattern analysis
  • Optimization opportunity identification
  • Custom cash flow system design
  • 90-minute consultation
  • Written action plan

Best for: People who feel like money disappears each month and want to understand exactly why.

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Investment Strategy Consultation

$297

Default super funds cost you tens of thousands in missed returns. Generic portfolio allocation ignores your specific timeline, risk tolerance, and goals.

We review your complete investment picture, analyze what's working and what isn't, and build a strategy actually aligned with your situation.

What You Get:

  • Full portfolio review and analysis
  • Risk assessment and tolerance mapping
  • Custom allocation strategy
  • Rebalancing schedule
  • 2-hour deep dive consultation
  • Portfolio optimization model

Best for: Anyone with investments who suspects they could be doing better but doesn't know how.

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Debt Reduction Blueprint

$247

Not all debt is equal. Interest rates vary. Terms differ. The optimal payoff strategy depends on your complete financial picture, not just the balances.

We map your debt landscape, model different payoff strategies, and build a plan that minimizes total cost without requiring extreme lifestyle changes.

What You Get:

  • Complete debt structure analysis
  • Refinancing opportunity assessment
  • Optimal payoff strategy modeling
  • 12-month implementation roadmap
  • 90-minute strategy session
  • Interest savings projection

Best for: Anyone carrying multiple debts who wants to eliminate them efficiently.

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Tax Optimization Audit

$397

Tax law changes constantly. New deductions appear. Rules evolve. Most people file the same way year after year and leave thousands on the table.

We audit your complete tax situation, find every legitimate optimization opportunity, and restructure how you handle taxes going forward.

What You Get:

  • Full tax structure review
  • Missed deduction identification
  • Entity structure optimization (if applicable)
  • Quarterly tax planning strategy
  • Implementation guide with documentation
  • Projected annual savings calculation

Best for: Self-employed individuals, contractors, or anyone who suspects they're overpaying.

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Retirement Planning Session

$447

Generic retirement calculators use average assumptions and give you meaningless numbers. Real retirement planning requires modeling your specific situation with realistic variables.

We build a comprehensive retirement projection based on your actual income, expenses, goals, and timeline, then work backward to create the path.

What You Get:

  • Complete retirement needs analysis
  • Custom projection modeling
  • Superannuation optimization strategy
  • Contribution schedule planning
  • 2.5-hour comprehensive session
  • Detailed retirement roadmap

Best for: Anyone 10+ years from retirement who wants to know exactly what they need to do.

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Most Comprehensive

Complete Financial Makeover

$897

This is everything. Complete financial audit, optimization across all areas, and ongoing support through implementation.

We rebuild your entire financial structure from the ground up. Budget optimization, investment strategy, debt restructuring, tax planning, retirement modeling—everything coordinated and working together.

What You Get:

  • Everything from all other services
  • Comprehensive financial health audit
  • Coordinated optimization across all areas
  • Multiple consultation sessions over 6 weeks
  • All analysis, models, and documentation
  • Implementation support and follow-up
  • Priority email access during engagement

Best for: Anyone who wants comprehensive optimization and is ready to fix everything at once.

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Common Questions

How quickly will I see results?

Some optimizations are immediate (tax restructuring, investment reallocation). Others compound over time. Most clients see measurable financial improvement within 60-90 days.

Do you manage investments directly?

No. We provide strategy and recommendations, but we don't handle money or manage accounts. This keeps our incentives aligned with yours.

What if I need ongoing support?

We offer follow-up sessions at $180/hour for clients who want continued optimization work after their initial engagement.

Ready to Get Started?

Select Your Service