Transparent Subscription Pricing for Australians
Our subscription is designed to offer clear, upfront costs for professional financial planning. For $250 per month, you gain access to personalised consultations, ongoing support, and evolving planning tools—without hidden charges or complicated fee structures. Our approach is built on trust, transparency, and a commitment to your evolving needs. All fees are inclusive of GST. Results may vary. Past performance doesn't guarantee future results.
Meet the Professionals Guiding You
Matthew C.
Senior Planner
Matthew brings over 15 years of experience helping clients navigate complex financial situations with clarity and integrity.
Amelia D.
Client Advisor
Amelia is dedicated to providing responsive, thoughtful guidance for clients seeking ongoing support in their planning journey.
David L.
Financial Consultant
David’s expertise lies in creating adaptable plans for individuals facing changing circumstances and new opportunities.
Our Step-by-Step Process Explained
We ensure every subscription begins with clarity and continues with ongoing support, so you always know what to expect throughout your journey.
Initial Consultation
Your journey starts with a comprehensive session to understand your current situation and goals.
We take time to listen, ensuring all your questions are addressed before moving forward.
Personalised Planning
We create tailored recommendations and strategies that consider your evolving needs.
Your planner will regularly review and adapt the plan as your life and goals change.
Ongoing Support
Access regular check-ins, updates, and responsive communication throughout your subscription.
Continuous engagement ensures your plan remains relevant and practical at every stage.
Subscription Plan Options
Simple, clear pricing with everything included in your monthly fee
Important Information
Results may vary.
Standard Plan
Ideal for individuals seeking ongoing financial planning support.
GST included
- Monthly consultations included
- Access to planning tools
- Ongoing support and guidance
- Transparent, flat monthly fee
Couples Plan
Designed for joint planning with dedicated sessions for couples.
GST included
- Joint consultations monthly
- Customised couple planning
- Access to all tools
- Transparent, flat monthly fee
Family Plan
Comprehensive support for families with evolving needs.
GST included
- Family consultations included
- Support for changing needs
- Access to all planning tools
- Transparent, flat monthly fee
Payment Details
Accepted Payment Methods
- Credit Card
- Bank Transfer
Payment Terms
- Monthly payment, billed in advance
- No setup or cancellation fees
Annual Percentage Rate (APR) not applicable
Australian Financial Services Licence
How We Compare
Subscription model versus traditional fees