Simple monthly subscription
Transparent, ongoing financial planning
Enjoy comprehensive financial planning for a flat fee of $250 per month. Your subscription covers all consultations, reviews, and communication. No hidden fees or surprise charges—just reliable support and regular plan updates, tailored to your needs.
Meet your financial planning team
James Carter
Lead Planner
James has over a decade of financial planning experience in Australia, delivering personalised guidance and ongoing support for subscription clients.
Sarah Lee
Client Manager
Sarah ensures each subscriber receives timely answers and seamless communication, keeping your planning experience smooth and efficient.
Ben Nguyen
Planning Specialist
Ben focuses on detailed plan reviews and adapting strategies to changing client needs, helping you stay on track every month.
How your subscription works
Experience a straightforward process focused on clear communication and ongoing, tailored support each month.
Initial consultation
We start with an in-depth discussion to understand your unique financial situation, goals, and preferences. This helps us tailor your subscription experience.
This step lasts about one hour, either online or in person, depending on your preference.
Development of your plan
Your dedicated professional creates a personalised plan, considering your current needs and any relevant changes. We ensure every aspect is reviewed for clarity.
Plan preparation and review take approximately three business days.
Ongoing reviews and support
Each month, we revisit your plan together, making adjustments as needed and answering any new questions you may have.
Monthly sessions are included in your subscription for continuous progress.
Subscription pricing
One simple monthly fee for all ongoing financial planning services
Standard
All-inclusive financial planning support
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Unlimited consultations included
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Monthly plan reviews and updates
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Direct access to your team
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No extra or hidden fees
Starter
Essential support for regular planning
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Up to two consultations monthly
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Monthly plan update
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Email support
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Fixed monthly fee
Premium
Priority access and extended reviews
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All Standard features included
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Priority scheduling
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Extended support hours
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Quarterly detailed reports
Compare our plans
| Feature | Standard | Starter | Premium |
|---|---|---|---|
| Monthly consultations included | |||
| Monthly plan reviews | |||
| Priority scheduling | |||
| Quarterly detailed reports |