Transparent subscription pricing for ongoing planning
Get continuous access to professional financial planning for just $250 per month. Our subscription covers consultations, analytical reviews, and ongoing support—no hidden fees or complex terms.
Alex Chen
Lead Financial Planner
Meet your planning team
Our dedicated professionals support your financial journey every step of the way.
Alex Chen
Lead Planner
Expertise
Alex leads our planning team, ensuring all advice is compliant, practical, and personalised for each client.
Skills
Sophie Li
Senior Advisor
Expertise
Sophie brings years of expertise in client support and regulation-focused planning for Australians.
Skills
Tom Evans
Planning Consultant
Expertise
Tom ensures every client receives timely, clear, and actionable planning advice.
Skills
Emily Carter
Client Support
Expertise
Emily manages client communication and ensures prompt, friendly service at every step.
Skills
How our planning subscription works
A simple, transparent process for ongoing financial planning support—tailored to your needs and compliant with Australian standards.
Start your subscription
Sign up online and choose your monthly $250 plan. All terms, fees, and APR rates are clearly outlined before you commit.
We provide full documentation of your agreement and answer any initial questions.
Meet your planner
Connect with your dedicated financial planner for an introductory consultation. Discuss your needs and receive an analytical review.
This meeting is tailored to your situation and forms the basis for ongoing support.
Ongoing consultations
Receive monthly consultations and reviews to ensure your plan adapts to your goals and changing circumstances.
You can schedule check-ins or request updates anytime as your needs evolve.
Transparent billing & updates
Each month, you receive a clear invoice for $250 and an overview of your planning activities—no surprise charges or extra costs.
Full APR, fee, and repayment details are always available for your reference.
Choose your pricing plan
Transparent subscription options for ongoing financial planning support
Standard Subscription
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Ongoing consultations included
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Analytical reviews each month
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Transparent APR and fees
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No hidden charges
Flexible Subscription
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Change plan anytime
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Monthly reviews and updates
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Same flat fee each month
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Full disclosure of terms
Comprehensive Subscription
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All consultations included
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Regular analytical reviews
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Plan updates available
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APR, fees, and terms outlined
How we compare to others
See why our subscription stands out for transparency and ongoing support