Straightforward Subscription Pricing Plans
Choose a clear $250/month financial planning subscription with no hidden fees. Our plans are designed for ongoing service, transparent terms, and adaptable support, so you always know what to expect.
Meet Your Planning Team
Experienced professionals supporting your planning journey
Amelia Chen
Senior Planner
Expertise
Amelia brings a decade of experience and a client-first mindset to every planning session.
Skills
Client Recognition
Repeatedly praised for clarity
Innovative Solutions
Introduced review process
Lucas Smith
Planning Specialist
Expertise
Lucas focuses on smooth onboarding and ongoing support for every client.
Skills
Team Builder
Strengthened collaboration
Trusted Advisor
Earned client trust
Priya Rao
Client Manager
Expertise
Priya ensures all clients receive timely responses and tailored support.
Skills
Service Award
Recognised for follow-up
Client Favourite
Consistently positive reviews
James Lee
Financial Consultant
Expertise
James brings fresh insights and a practical approach to every consultation.
Skills
Efficiency Award
Improved workflows
Client Success
Positive outcomes
How It Works
Simple steps to start your planning
Sign Up Online
Register for the $250 monthly subscription in minutes
Book Consultation
Schedule your initial consultation with our team
Receive Analytical Review
We provide a personalised review of your situation
Ongoing Support
Continue receiving regular reviews and guidance
Transparent Subscription Pricing
Simple $250/month subscription. All terms and fees provided upfront for your peace of mind.
Important Information
Results may vary.
Monthly Subscription
Ongoing planning support and reviews
GST included
- Regular analytical reviews included
- Personal consultations each month
- Transparent fee structure
- No hidden costs or extra fees
Quarterly Subscription
Planning support billed every three months
GST included
- Quarterly analytical reviews
- Priority scheduling available
- All terms provided upfront
- No hidden costs or extra fees
Annual Subscription
Year-round planning with consistent support
GST included
- Annual analytical review
- Direct access to our planning team
- All terms provided upfront
- No hidden costs or extra fees
Additional Services
Extra Consultation
Book additional time with our planning team as needed
A$250.00
GST included in all fees
In-Depth Analytical Review
Request a comprehensive review tailored to your situation
A$300.00
GST included in all fees
Payment Information
Accepted Methods
- Credit Card
- Bank Transfer
Payment Terms
- Subscription billed at the start of each period
- GST included in total fee
APR and all fees disclosed upfront
Australian Financial Services Licence
How We Compare
See how our subscription planning stands out from others