Transparent monthly subscription for financial planning
Our $250/month subscription covers all regular consultations, plan reviews, updates, and support. There are no additional fees or hidden charges. Results may vary. We do not guarantee outcomes, but our process ensures regular, professional engagement.
A. Taylor
Lead Planning Specialist
Meet our planning team
Experience and professionalism combined
Alex Taylor
Lead Specialist
Education
Bachelor of Commerce, Sydney University
Alex brings over 15 years of planning experience, focusing on analytical reviews and ongoing support for clients.
Experience
Skills
Methods
Certificates
Samantha Lee
Senior Consultant
Education
Master of Finance, Melbourne University
Samantha has 12 years’ experience supporting clients with transparent, ongoing planning and regular service reviews.
Experience
Skills
Methods
Certificates
Jordan Smith
Planning Advisor
Education
Graduate Diploma Finance, UNSW Sydney
Jordan specialises in continuous plan adjustments and clear communication, with 10 years of industry experience.
Experience
Skills
Methods
Certificates
Ava Williams
Client Services Manager
Education
Bachelor of Business, RMIT University
Ava coordinates client services, ensuring smooth onboarding and ongoing support for all subscribers.
Experience
Skills
Methods
Certificates
How our subscription works
A simple, transparent process for ongoing financial planning
Submit your enquiry online
Complete our contact form and share your goals with our team.
We respond within 24 hours to all enquiries.
Initial consultation and assessment
Discuss your situation and objectives with a planning specialist.
No extra fees—consultation is included in your subscription.
Develop your planning roadmap
We create a tailored strategy and schedule monthly reviews.
Your plan is regularly updated with each review.
Ongoing support and updates
Receive continuous advice, updates, and plan refinements.
Support is available throughout your subscription.
Simple pricing plans
Choose the best subscription for you
Standard
Full monthly service access
All fees included
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Monthly plan reviews
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Unlimited consultations
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No extra charges
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Secure data handling
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Regular plan updates
Starter
For those starting out
All fees included
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Monthly plan reviews
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Personalised consultations
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Confidential service
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Cancel anytime
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Support included
Premium
Enhanced support features
All fees included
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Priority support
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Monthly reviews
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Plan adjustments
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Direct advisor access
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Secure data
How we compare to others
Transparent pricing and ongoing support set us apart from competitors