Financial Coaching Pricing
Choose the coaching package that best fits your financial goals and investment experience level
Foundation Course
Perfect for beginners starting their financial journey
- 4 individual coaching sessions
- Basic investment portfolio guidance
- Asset allocation fundamentals
- Email support for 30 days
Advanced Strategy
Comprehensive coaching for serious investors
- 8 personalized coaching sessions
- Advanced financial planning strategies
- Risk management techniques
- Market analysis and timing guidance
- 90-day ongoing support
Elite Wealth Management
Premium coaching for high-net-worth individuals
- 12 intensive coaching sessions
- Comprehensive wealth building strategy
- Tax optimization planning
- Estate planning guidance
- Priority phone support
- 6-month follow-up program
Pricing Information
GST Information
All prices include GST where applicable
GST Rate: 10%
Payment Processing
Payment processing fees may apply
Processing Fee: 2.9%
Pricing Questions
What does your financial coaching program include?
Our comprehensive program covers portfolio optimization, risk management strategies, retirement planning fundamentals, and tax optimization techniques. Each session focuses on practical wealth building methods tailored to your specific financial goals and investment timeline.
How does the individual coaching process work?
We begin with a thorough financial analysis of your current situation, followed by personalized sessions covering market analysis, diversification strategies, and long-term investment planning. Our approach emphasizes practical financial education and actionable investment advice.
What experience level is required for your coaching?
Our coaching accommodates all experience levels, from beginners learning basic financial literacy to advanced investors seeking sophisticated asset management strategies. We customize our approach based on your current knowledge and investment objectives.
Ready to Transform Your Financial Future?
Join over 1,200 successful clients who have improved their financial wellness through our proven coaching methods
Start Your JourneyInvestment advice disclaimer: All coaching services are educational in nature.
Results may vary based on individual circumstances and market conditions.