Clear, transparent subscription pricing
Our subscription service is designed for Australian residents seeking continuous financial planning support without complexity. For $250 per month, you receive monthly consultations, ongoing plan updates, and direct adviser access. There are no commissions, hidden fees, or sales incentives. All pricing is transparent, and VAT is included where applicable. Please note, results may vary. Our approach prioritises clarity, privacy, and compliance with Australian regulations.
Meet your advisory team
Experienced professionals dedicated to ongoing client support
Sarah Lee
Principal Adviser
Expertise
Sarah brings nearly two decades of experience supporting Australians with ongoing planning and unbiased advice.
Skills
Client satisfaction
Consistently positive feedback
Industry recognition
Award-winning adviser
James Carter
Senior Adviser
Expertise
James focuses on clear communication and long-term support, building strong client relationships over many years.
Skills
Trusted by clients
Longstanding client loyalty
Professional awards
Recognised for excellence
Priya Khanna
Financial Planner
Expertise
Priya is known for her pragmatic approach and attention to detail, ensuring clients feel supported and informed.
Skills
Positive reviews
Clients value her care
Innovative solutions
Creative plan updates
Ben Mitchell
Client Support
Expertise
Ben ensures every client receives prompt, friendly support and a seamless subscription experience.
Skills
Service awards
Recognised for excellence
Team contributor
Supports the advisory team
How your subscription works
Sign up online
Submit your information securely via our website to begin your subscription process.
Initial review
Our advisory team will review your details and contact you if further information is needed.
Adviser assignment
A dedicated adviser is assigned to you to ensure personalised support and continuity.
Ongoing consultations
Receive monthly consultations and plan updates, with support available whenever you need it.
Subscription service pricing
Simple, transparent monthly pricing for ongoing support
Important notice
Results may vary
Standard Subscription
Ongoing financial planning support for Australian residents
Includes GST
- Monthly adviser consultations
- Plan updates and reviews
- Direct adviser access
- No commissions or hidden fees
Family Subscription
Support for couples or families with joint planning needs
Includes GST
- Joint consultations for families
- Shared plan management
- Flexible scheduling
- Includes all standard features
Business Owner Plan
Tailored for small business owners seeking ongoing advice
Includes GST
- Business and personal planning
- Monthly business reviews
- Priority support
- All standard features included
Payment details
Accepted payment methods
- Bank transfer
- Debit card
Subscription payment terms
- Monthly payment in advance
- No long-term lock-in contracts
APR is not applicable to this subscription model
Australian financial services
How we compare to others
Assessing ongoing financial planning options for Australians