Transparent monthly subscription pricing
Our straightforward $250/month plan includes all scheduled consultations, ongoing support, and clear documentation. No hidden fees—everything you need for ongoing financial planning is included.
Meet your advisors
Experienced professionals dedicated to your financial clarity.
Sophie Turner
Lead Advisor
Skills
Sophie delivers clear, practical advice and builds long-term client relationships.
Accredited member
Professional body certified
Top-rated advisor
Client satisfaction
Daniel Smith
Senior Consultant
Skills
Daniel specialises in ongoing client support and practical solutions for evolving needs.
Industry recognition
Awarded for excellence
Ethics focused
Trusted guidance
Priya Mehta
Client Advisor
Skills
Priya ensures every client receives timely, tailored advice and clear documentation.
Client favourite
Positive feedback
Service award
Recognised excellence
Michael Chen
Planning Specialist
Skills
Michael combines analytical skills with a client-first approach for effective planning.
Innovative planner
Creative solutions
Team player
Collaborative approach
How our process works
A clear, step-by-step approach ensures you understand and benefit from your subscription every month.
Initial review
We begin with a detailed conversation to understand your current situation, goals, and priorities. This sets the foundation for effective planning.
Usually completed in the first week.
Monthly consultations
Each month, you’ll have a scheduled session to discuss updates, challenges, and new opportunities. Your plan is adjusted as needed.
Occurs once per month.
Plan documentation
After each consultation, you receive a summary and next steps, making progress easy to track and follow.
Delivered within two business days.
Subscription and service fees
One flat monthly price with no hidden charges or complex structures.
Results may vary
Individual outcomes differ
Standard subscription
Includes all consultations, documentation, and ongoing support.
GST included
- Monthly advisor consultations
- Ongoing client support
- Plan documentation provided
- Transparent flat-rate fee
Document update service
Request updated summaries or plan documentation outside consultations.
GST included
- Plan summary update
- Quick turnaround
- Advisor review included
- Secure delivery
Additional review session
For clients needing an extra session in a billing month.
GST included
- Extra monthly review
- Priority scheduling
- Updated documentation
- Direct advisor access
Payment information
Accepted payment methods
- Credit card
- Bank transfer
Payment terms and timing
- Monthly payments billed in advance
- Additional services are billed per request
APR not applicable for non-credit services
Australian Financial Services licensed
How we compare to others
| Feature | Our service | Competitor A | Competitor B |
|---|---|---|---|
| Flat monthly fee | |||
| Monthly consultations | |||
| Clear plan documentation | |||
| Dedicated advisor | |||
| No hidden fees | |||
| Ongoing support included |