Subscription Pricing at a Glance
For $250 per month, gain access to comprehensive ongoing financial planning, consultations, and support—no hidden charges or surprise fees.
Meet Our Experts
Qualified, experienced financial professionals
Sophie Taylor
Senior Financial Planner
Master of Financial Planning University of Sydney
12 years "Retirement preparation"
Future Advice Group
Awarded Financial Planner of Year
Presented at industry events
With over a decade in the field, Sophie specialises in helping clients clarify objectives and provides tailored planning advice.
James O’Connor
Financial Planning Associate
Bachelor of Commerce Monash University
7 years "Superannuation analysis"
Insight Wealth
Top performer recognition
Published research on superannuation
James supports ongoing client needs, offering document review and research to ensure every recommendation is well-informed.
Amelia Chen
Client Services Manager
Diploma of Financial Services TAFE NSW
5 years "Client communication"
Focus Financial Group
Award for client service excellence
Implemented support improvements
Amelia ensures client appointments run smoothly and that support is always accessible for ongoing planning needs.
Ethan Williams
Financial Analyst
Bachelor of Economics University of Melbourne
4 years "Resource allocation analysis"
Allied Financial
Analytical report recognition
Team collaboration award
Ethan provides analytical reviews and assists with resource allocation discussions to help inform your planning.
How Your Subscription Works
Our step-by-step process ensures you receive consistent, proactive support for your financial planning needs, with transparent pricing throughout.
Initial Consultation & Setup
Start with a comprehensive review to clarify your objectives and current situation. We explain the process and answer your questions.
You’ll meet your dedicated planner, discuss your background, and set expectations for future sessions. This step lays the groundwork for ongoing collaboration.
Personal Plan Review
Your planner reviews your documents and formulates a tailored plan. Analytical reviews are included for added insight.
We’ll help you gather relevant paperwork, clarify details, and ensure you understand every recommendation before moving forward.
Monthly Consultations
Ongoing monthly sessions help you stay on track and adapt your plan as your needs evolve. Reminders are sent in advance.
Each session covers your questions, new developments, and a review of your plan’s progress. Adjustments are made as needed.
Analytical Reviews & Resource Discussions
Regular analytical reviews help you understand market dynamics and resource allocation relevant to your situation.
Your planner will discuss current trends, review relevant data, and ensure you have the insight needed to make informed decisions.
Ongoing Support & Adjustments
Access support between sessions for quick questions or plan updates. Adjustments are made as your needs change.
Contact your team anytime for assistance or clarifications. We’ll help you adapt your plan as your life and circumstances evolve.
How Your Subscription Works
Our step-by-step process ensures you receive consistent, proactive support for your financial planning needs, with transparent pricing throughout.
Transparent Subscription Pricing
One monthly fee for all your planning, reviews, and support
Monthly Subscription
All-inclusive financial planning for one fixed monthly fee. Consultations, analytical reviews, and support included.
- All consultations and reviews included
- No hidden charges or commissions
- Flexible scheduling for sessions
- Document review and assistance
- Ongoing support between sessions
Business Subscription
For small businesses seeking ongoing support and consultations, all features included at a flat monthly rate.
- Business-focused consultations
- Employee planning sessions included
- All standard features for teams
- No extra or hidden business fees
Annual Payment Option
Prepay for 12 months and streamline your planning, with all features included and full flexibility retained.
- All standard features included
- Priority scheduling available
- Document support included
- Flexible cancellation policy
Subscription Details
Monthly fee is $250, billed automatically on the same date each month.
No joining fees, cancellation penalties, or hidden commissions apply.
All consultations, analytical reviews, and support are included in your subscription.
Important Notices
Results may vary depending on your circumstances.
Past performance doesn't guarantee future results.
How We Compare to Other Planners
See the benefits of our subscription model