Transparent subscription pricing for planning
Our financial planning subscription is designed for simplicity and transparency. For a flat $250 per month, you receive regular consultations, ongoing support, and clear advice from experienced professionals. There are no hidden fees or additional charges. The monthly subscription covers all standard planning services. You can cancel your subscription at any time with one month’s notice and no cancellation fees. Results may vary depending on your circumstances, and our service is delivered in compliance with Australian regulations. Past performance does not guarantee future outcomes.
Meet our team
Our advisors are experienced, accredited, and dedicated to your needs.
Olivia Chen
Senior Advisor
Expertise
Olivia brings extensive expertise in transparent financial planning for Australian clients.
Skills
Industry recognition
Awarded for excellence
Accreditations
Multiple industry certifications
David Singh
Financial Planner
Expertise
David specialises in client-focused support with a strong emphasis on confidentiality.
Skills
Client portfolio
Served 200+ clients
Professional development
Ongoing training
Emma Brooks
Client Advisor
Expertise
Emma is known for her approachable style and personalised advice for clients.
Skills
Client loyalty
High client retention
Positive feedback
Excellent reviews
Liam Martin
Support Specialist
Expertise
Liam ensures a smooth experience for every subscriber, focusing on service quality.
Skills
Service awards
Recognised for service
Process improvement
Enhanced procedures
How your subscription works
A clear, four-step process for ongoing financial support and personalised guidance
Sign up and set preferences
Start your subscription by registering and sharing your main financial priorities. This helps us tailor our service to your unique situation from day one.
You’ll receive a welcome pack and instructions on how to schedule your first session.
Book your first consultation
Select a convenient time for your monthly planning session and connect with your dedicated advisor online or by phone.
Our online booking system lets you choose times that fit your schedule.
Receive tailored planning advice
During your consultation, your advisor will address your questions and provide personalised recommendations based on your goals.
Each session is unique to your circumstances and evolves as your needs change.
Ongoing support and adjustments
After each session, you’ll have access to ongoing support and can book follow-ups as your needs evolve.
Your subscription includes ongoing access to advisors and regular planning reviews.
Monthly subscription plan details
Standard
Monthly subscription for ongoing planning
A$250.00
Month
- Regular monthly consultations
- Direct access to professionals
- No hidden charges
Premium
Standard plan plus priority scheduling
A$320.00
Month
- Priority appointment slots
- All standard features included
- Flexible session rescheduling
- Flexible cancellation policy
Family
Planning for two adults under one subscription
A$345.00
Month
- Consultations for both adults
- Shared session summaries
- Ongoing support for both
- Flexible cancellation policy
Results may vary; past performance does not guarantee future outcomes.
How we compare to others
See what sets our subscription service apart from traditional options