Clear and simple pricing for your planning needs
Monthly subscription model
Enjoy all-inclusive access to professional consultations and analytical reviews for $250 per month. No hidden fees, no long-term contracts—just ongoing support tailored to your needs.
Results may vary depending on your personal circumstances.
Meet our planning team
Emma Johnson
Senior Consultant
Emma brings over a decade of experience in Australian financial planning. She is known for her approachable style, attention to detail, and commitment to clear, practical advice for every client.
Liam Chen
Client Support Specialist
Liam supports clients throughout the subscription process, providing prompt answers and ensuring you feel confident in each consultation. His focus is on making planning accessible and stress-free.
Priya Patel
Consultation Manager
Priya coordinates the consultation schedule and ensures each client receives personalised attention. She values transparency and strives to create a welcoming experience for all clients.
Our subscription process explained
We make getting started straightforward, so you can enjoy professional support with minimal hassle.
Sign up online
Complete a simple online form to start your monthly subscription. Our team will review your details and send a confirmation email.
Takes just a few minutes
Initial consultation
Meet with your consultant for a personalised review. We’ll discuss your current situation and answer your questions.
One-on-one, online or by phone
Ongoing support
Enjoy month-to-month access to reviews and guidance, with flexible scheduling that fits your needs.
Monthly service, cancel anytime
Subscription pricing
One monthly fee, all-inclusive
Standard
Access to all consultations and reviews, flexible scheduling, and ongoing support included.
- Personalised consultations
- Analytical reviews
- Flexible scheduling
- No hidden fees
Business
Includes priority scheduling and tailored business planning support for small business owners.
- Priority scheduling
- Business-focused reviews
- Dedicated support
- Personalised consultations
Premium
Comprehensive support, detailed reporting, and additional plan updates for complex situations.
- Detailed reporting
- Extra plan updates
- All Standard features
- Dedicated manager
How we compare to others
See the advantages of our transparent, subscription-based model