Pricing + Services

 
 

Financial planning services starting at $250/hour.

Check out our workshops and events »

 

Business owner packages

The Business Plan $625

Have some planning needs related to either personal of business finances? 

  • Analysis of personal and business cash flows

  • Mapping of personal and business finances

  • Tackling priority financial issues

  • 2.5 hours (total) of phone/web or in-person consult and coaching

See our packages here

Personal/Family Financial Planning

The Financial Plan $550

Have some planning needs? 

  • Analysis of personal cash flows

  • Mapping of personal finances

  • Tackling priority financial issues

  • 2 hours (total) of phone/web or in-person consult and coaching

See other package options here

Insurance planning

All insurance discussions are free of charge. A commission is paid if a policy is put in place and accepted.

Investments

New investment account inquiries to Apple a Day Financial are usually referred to one of the many professional investment-focused advisors in Victoria. At clients’ request, we can assist with non mutual-fund account openings, and will review portfolios as part of overall financial planning. There may be a choice of compensation, depending on the type of account.