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Planet Finance

Book a Consultation

Book a Consultation

$100.00 AUD
$100.00 AUD
Sale Sold out

Schedule a 1-hour virtual consultation with the Planet Finance team. Whether you’re looking to customise one of our trackers or need expert guidance setting up a template, we’re here to help. This personalised session is tailored to your needs, ensuring you get the most out of your financial tools.
  • Secure Payment
  • Support
  • Virtual Meeting
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Book a 1-hour virtual consultation with the Planet Finance team to get personalised support and expert insights tailored to your needs. Whether you’re looking to customise one of our trackers, optimise your templates, or get a deep dive into how to use our tools effectively, this session is designed just for you.

Here’s how we can help:

  • Custom Tracker Design: Collaborate with us to create a tracker that fits your unique financial goals, workflows, or preferences.

  • Template Setup Assistance: Need help navigating or setting up one of our templates? We’ll guide you through the process step-by-step.

  • Optimisation Tips: Learn how to make the most of your tools to save time, track progress, and enhance your financial planning.

  • Project Brainstorming: Have a vision for your financial journey but aren’t sure where to start? Let’s brainstorm together to bring it to life!

Our consultations are ideal for individuals, business owners, or anyone seeking to improve how they track and manage their finances. Whatever your goals, we’ll provide clear, actionable solutions to help you feel confident and in control of your financial tools.

Don’t hesitate to reach out and book your session today—we’re excited to work with you!


Disclaimer: This consultation is intended as an initial session to address quick fixes, provide guidance, or discuss the scope of larger customisation projects. For more extensive projects or ongoing support, additional follow-up sessions may be required. These will be scheduled separately and billed at the time rate outlined above. All project details and timelines will be agreed upon prior to commencing further work.

Booking Instructions

1. Select a date and time slot
As you click 'Book now', a calendar pop-up will appear with the available dates and time slots for a consultation. Please select one and proceed to enter your name and email address to confirm the booking.


2. Pay for consultation at the Check out
Once you click 'Confirm' in the calendar details, the booking will be added to your cart. Follow the payment instructions and place an order. Once the payment goes through, you will receive several emails, one with the order details, and another with the confirmation for the appointment.


3. Confirmation and Calendar Invite
The Planet Finance team will confirm your consultation and send a Google Calendar invite with a Google Meet link. You will need a Google Account to be able to join the meeting. Thank You!