Simple, transparent pricing for ongoing planning
Subscription-based support
Our $250 per month subscription offers clear, ongoing support with no hidden fees. All standard consultations and regular plan reviews are included for one flat, predictable rate. Experience transparency and flexibility designed for Australians.
Meet your planning team
Experienced, client-focused advisors ready to support you.
Alex Morgan
Lead Planner
Focus areas
Alex has worked with clients across Australia, providing practical solutions and ongoing support.
Industry recognition
Awarded for excellence
Client satisfaction
High service ratings
Alex Morgan
Lead Planner
Focus areas
Alex has worked with clients across Australia, providing practical solutions and ongoing support.
Industry recognition
Awarded for excellence
Client satisfaction
High service ratings
Rebecca Lee
Financial Advisor
Focus areas
Rebecca offers client-focused advice and adapts plans as needs change.
Diverse clientele
Broad client base
Certified advisor
Industry certification
Rebecca Lee
Financial Advisor
Focus areas
Rebecca offers client-focused advice and adapts plans as needs change.
Diverse clientele
Broad client base
Certified advisor
Industry certification
David Tran
Senior Consultant
Focus areas
David brings deep expertise and a practical approach to every consultation.
Experience
Over a decade
Long-term clients
Strong retention
David Tran
Senior Consultant
Focus areas
David brings deep expertise and a practical approach to every consultation.
Experience
Over a decade
Long-term clients
Strong retention
Emily Taylor
Financial Planner
Focus areas
Emily ensures clients receive ongoing attention and transparent advice.
Trustworthy
Maintains confidentiality
Timely reviews
Regular updates
Emily Taylor
Financial Planner
Focus areas
Emily ensures clients receive ongoing attention and transparent advice.
Trustworthy
Maintains confidentiality
Timely reviews
Regular updates
How our subscription process works
Our three-step process keeps financial planning simple and accessible, with transparency at every stage.
Book your initial consultation
Schedule a meeting to discuss your current situation and outline your needs with an advisor.
Choose a convenient time online or by phone for your first session.
Receive your tailored plan
After your first meeting, your advisor prepares a plan reflecting your personal goals and circumstances.
Plan reviews and updates are included as part of your subscription.
Ongoing monthly support
Each month, consult with your advisor, make adjustments, and stay on track with your plan.
Your subscription includes regular meetings and easy access to support.
Subscription pricing options
Choose the plan that suits your needs, with all standard consultations included.
Essential Plan
Core support with monthly advisor check-ins and plan reviews.
- All standard consultations included each month
- Regular plan reviews and updates as needed
- Secure online portal access for scheduling
- Personalised advisor support for your needs
Essential Plus
Includes everything in Essential plus priority scheduling.
- All standard consultations included each month
- Priority access to available appointments
- Regular plan reviews and updates as needed
- Dedicated advisor for ongoing support
- Secure online portal access for scheduling
Comprehensive
Expanded support for more complex planning needs.
- All standard consultations included each month
- Extended planning session duration
- Proactive plan reviews and scenario analysis
- Support for more complex queries
- Secure online portal access for scheduling
Important pricing notes
All plans are billed monthly. There are no setup fees or hidden charges.
You can cancel your subscription at any time. Service continues until the end of your billing cycle.
Additional services outside standard consultations may incur extra charges, discussed in advance.
Notices and disclaimers
Results may vary depending on your individual situation.
No investment advice or guarantees are provided.
How our service compares
| Features | Our Service | Competitor A | Competitor B |
|---|---|---|---|
| Personalised monthly consultations | |||
| Transparent, fixed monthly fee | |||
| Regular plan reviews included | |||
| No hidden charges | |||
| Australian privacy compliance |