Simple Subscription Pricing
Transparent, all-inclusive monthly fee
For $250 per month, receive ongoing access to a dedicated financial planner, scheduled consultations, and analytical reviews. No hidden fees, annual commitments, or complicated pricing tiers—just clarity and professional support.
Meet Our Team
Sophie Carter
Senior Planner
Brings over 10 years of experience supporting Australian clients with practical solutions.
James Li
Client Adviser
Delivers clear, actionable advice tailored to each subscriber’s unique situation.
Priya Singh
Consultant
Focuses on transparent communication and ongoing client relationships.
How Your Subscription Delivers Value
See how our process ensures ongoing support, transparency, and practical advice for every subscriber.
Initial Consultation and Onboarding
We begin with a detailed discussion to understand your needs, priorities, and preferences, setting the groundwork for a tailored service.
No extra fee—this is included in your first month's subscription.
Regular Analytical Consultations
Your dedicated planner schedules ongoing sessions to review your objectives and provide insight as your situation evolves.
Consultations are flexible and can be adjusted to your schedule.
Continual Direct Communication
Reach out to your planner with questions or updates at any time. We prioritise prompt, clear responses for every subscriber.
All communication is included in your monthly fee.
Transparent Review and Terms
We regularly review your subscription benefits, keeping you informed about any updates to terms, fees, or processes.
You receive clear notice of any changes in advance.
Our Subscription Plans
Choose the right fit
Standard
Core planning subscription
All-inclusive fee
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Dedicated professional access
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Monthly consultations included
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Direct communication channel
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Transparent cancellation terms
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No extra account fees
Family
Joint subscription option
For two adults
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Two individual planners
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Joint and separate reviews
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Flexible scheduling
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All features of Standard
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No additional charges
Premium
Enhanced service package
Priority response
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Priority support
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Extended consultation hours
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Annual review included
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All features of Standard
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No surprise fees
Why Our Subscription Stands Out
Compare us to traditional fee models