Subscription-based planning
Simple pricing
Our financial planning subscription provides ongoing professional advice and regular plan reviews for a flat fee of $250 per month. There are no commissions, and all terms are outlined upfront—giving you confidence in what you pay. The service includes monthly consultations with a licensed advisor, tailored recommendations, and clear documentation. You may cancel at any time with no penalty. Please note: Results may vary, and this service does not offer or promote investment products or training. All advice is provided in accordance with Australian regulations. For full details, see our terms and conditions.
Meet our planning team
A group of dedicated, licensed professionals supporting your subscription
Emma Taylor
Senior Planner
Expertise
Emma provides detailed, compliant planning, focusing on transparency and long-term client relationships.
Skills
Industry recognition
Award-winning planner
Regulatory leadership
Set compliance standards
David Lee
Financial Planner
Expertise
David specialises in adapting plans to changing regulations and client needs, always ensuring clarity.
Skills
High client feedback
Consistently rated highly
Service milestones
Long-term client support
Priya Shah
Planning Specialist
Expertise
Priya focuses on building strong client relationships and ensuring all advice meets regulatory standards.
Skills
Client trust
Trusted by clients
Compliance expert
Expert in regulations
Mark Evans
Client Advisor
Expertise
Mark excels at ensuring clear documentation and secure, efficient processes for every client.
Skills
Process innovation
Improved efficiency
Data security
Secured client data
How our subscription works
A step-by-step guide to your planning experience
Sign up and introduction
Start your subscription and meet your dedicated planner in an initial session.
We discuss your goals and current situation.
Initial assessment and review
Your advisor reviews your information and develops a tailored plan.
You receive clear documentation outlining your plan.
Monthly consultations
Each month, meet with your advisor to review progress and update your plan as needed.
Your plan stays current and reflects new insights.
Ongoing support and adjustments
Access your advisor for questions, updates, and plan changes between sessions.
We ensure your needs are met throughout your subscription.
Transparent subscription pricing
Standard plan
Monthly consultations and ongoing support
A$250.00
month
- One consultation per month
- Plan reviews and updates
- Personalised recommendations
- No commissions or extra fees
Flexible plan
Pause or resume as your needs change
A$250.00
month
- Pause subscription anytime
- Resume with no extra charge
- Plan updates included
- No commissions or hidden fees
Premium plan
Additional support and priority access
A$350.00
month
- Priority response times
- Additional consultations
- All standard features included
- No commissions or hidden fees
All advice is provided by licensed professionals in line with Australian regulations. Results may vary.
Compare our approach
Subscription-based planning versus traditional models
naenvesogiium
Transparent, fixed monthly fee
Monthly consultations
Regular advisor meetings
Transparent pricing
No hidden costs or fees
Personalised recommendations
Tailored to your needs
Regulatory compliance
Meets Australian standards
Traditional firm
Hourly or commission-based fees
Monthly consultations
Regular advisor meetings
Transparent pricing
No hidden costs or fees
Personalised recommendations
Tailored to your needs
Regulatory compliance
Meets Australian standards
Online platform
Automated advice, limited support
Monthly consultations
Regular advisor meetings
Transparent pricing
No hidden costs or fees
Personalised recommendations
Tailored to your needs
Regulatory compliance
Meets Australian standards