Transparent monthly subscription pricing for planning
Simple, clear, and consistent
Our financial planning subscription is $250 per month, with no hidden fees, lock-in contracts, or surprise charges. You receive ongoing access to licensed professionals for support and advice tailored to your needs.
Results may vary; all fees include GST as required by Australian law.
Meet our professional team
A dedicated group of licensed advisors, each with years of experience in the financial sector.
Emily Harper
Senior Advisor
Expertise
Emily is known for her clear communication and client-focused advice. She brings over a decade of professional experience to every consultation.
Industry award
Recognised locally
Client satisfaction
Consistently high
James Lee
Financial Planner
Skills
James specialises in analytical reviews and personal consultations, always maintaining strict confidentiality.
Certified
Nationally accredited
Ethical practice
Industry standards
Olivia Chen
Client Advisor
Strengths
Olivia’s approachable style helps clients feel at ease while discussing complex topics.
Trusted advisor
Client trust
Availability
Always responsive
David Singh
Advisor
Core skills
David is valued for his attentive service and ability to provide practical solutions in a friendly manner.
Team player
Collaborates well
Data security
Protects privacy
How the subscription process works
A straightforward approach lets you start planning quickly and adjust as your needs evolve. Our team is with you every step of the way.
Simple sign-up and introduction
After subscribing, you’ll be matched with an advisor who will introduce the process and answer your initial questions. We make the start as easy as possible.
Expect a welcome email and a brief introductory call to get acquainted.
Personalised review and goal setting
Your advisor will perform a personal review of your financial circumstances and discuss your priorities. This session is confidential and tailored to your needs.
A 45–minute one-on-one session, either in person or virtually.
Monthly consultations and support
Ongoing access to your advisor lets you address new questions, review progress, and adjust plans as life changes. All included in your subscription.
Monthly sessions, with additional support available as needed.
Subscription pricing options
One flat monthly fee for all financial planning services—no hidden costs or lock-in contracts.
Important notice
Results may vary.
Standard Plan
Monthly financial planning with ongoing advisor access.
GST included
- All consultations included
- Ongoing support access
- Personalised advice
- No additional fees
Couples Plan
Joint planning consultations for two individuals.
GST included
- Joint sessions included
- Ongoing advisor access
- Personalised for couples
- No extra charges
Family Plan
Financial planning for households up to four members.
GST included
- Sessions for four people
- Dedicated advisor access
- Family-focused advice
- Transparent pricing
Payment details
Accepted payment methods
- Credit card
- Bank transfer
Payment terms and billing
- Monthly billing cycle with automated renewals
- Invoices sent before each new period
APR equivalent is not applicable for this service.
Australian registered
How we compare to others
| Features | Our Service | Competitor A | Competitor B |
|---|---|---|---|
| Flat monthly fee | |||
| Dedicated advisor access | |||
| All consultations included | |||
| No lock-in contracts | |||
| Australian data privacy |