Clear Advice. Structured Plans. Real Progress

Financial advice shouldn’t feel overwhelming.

Whether you’re getting organised, building momentum, or looking to accelerate your wealth, I’ll help you create a clear, structured plan that fits your life.

Most Popular

Starter Package

$3,300
Get clarity and control over your finances

Full financial health check
Cash flow, debt & savings strategy
Super & tax fundamentals
Clear 1–3 year financial roadmap
Support to help you implement your plan

Growth Plan

$5,500
Build wealth with a clear, structured plan

Everything in Starter, plus:
Investment & wealth-building strategy
Tax optimisation & structuring
Debt strategy & smart leverage
Financial independence planning
Ongoing strategy reviews

Wealth Acceleration

$11,000
Advanced strategies for long-term wealth

Everything in Growth, plus:
Advanced investment strategies
Tax structuring & asset protection
Leverage & portfolio optimisation gearing strategies)
Passive income planning
Long-term wealth & legacy planning

Not sure which package is right for you?
Most people begin with a simple conversation to get clear on their next steps.

20 minutes | No Obligation | General Guidance Only

Authorised Representative of Akumin Financial Planning Pty Limited
ABN 89 051 208 327 |AFSL 232 706