Discover the value of our subscription plan today
Our $250/month plan includes monthly consultations with a financial planner, regular analytical reviews, and ongoing access for advice. There are no hidden charges—just one clear monthly fee. Clients benefit from transparent pricing, straightforward communication, and professional support. We aim to provide practical insight and consistent guidance for your financial decisions.
Transparent pricing
One monthly fee, no extra costs
Accessible support
Speak directly with your advisor
Meet our team of professionals
Experienced, accredited planners working across Australia
Sophie Gardner
Senior Planner
Areas of focus
Sophie works closely with clients to create adaptable, practical plans that reflect their circumstances.
Certified planner
Industry recognised
Award recipient
For client service
Sophie Gardner
Senior Planner
Areas of focus
Sophie works closely with clients to create adaptable, practical plans that reflect their circumstances.
Certified planner
Industry recognised
Award recipient
For client service
Michael Tan
Lead Consultant
Areas of focus
Michael brings a detail-oriented approach to every client engagement, ensuring thorough analysis and clear advice.
Senior accreditation
Recognised expertise
Project lead
Major initiatives
Michael Tan
Lead Consultant
Areas of focus
Michael brings a detail-oriented approach to every client engagement, ensuring thorough analysis and clear advice.
Senior accreditation
Recognised expertise
Project lead
Major initiatives
Emily Nguyen
Financial Planner
Areas of focus
Emily focuses on building client relationships and delivering practical, actionable recommendations.
Client relations
Highly rated
Innovative thinker
Solution driven
Emily Nguyen
Financial Planner
Areas of focus
Emily focuses on building client relationships and delivering practical, actionable recommendations.
Client relations
Highly rated
Innovative thinker
Solution driven
David Patel
Client Advisor
Areas of focus
David ensures every client receives clear explanations and ongoing support for their financial planning.
Communication award
Client voted
Ethics certified
High standards
David Patel
Client Advisor
Areas of focus
David ensures every client receives clear explanations and ongoing support for their financial planning.
Communication award
Client voted
Ethics certified
High standards
How our subscription process works
From initial enquiry through to ongoing support, we guide you at every step for a smooth experience
Submit your enquiry
Contact us online or by phone to request more information or arrange an initial discussion with an advisor.
Provide relevant background so we can understand your needs and connect you to the right professional.
Consultation and review
Meet your financial planner to discuss your objectives, current situation, and any questions you may have.
A tailored plan is prepared and you receive a summary outlining recommendations and next steps.
Ongoing support subscription
Subscribe for $250 per month to access regular plan reviews, consultations, and consistent communication.
Your subscription covers all sessions, written summaries, and advisor access throughout your engagement.
Subscription plan details
Straightforward monthly pricing with no hidden fees or lock-in period
Standard Plan
Ongoing support and monthly reviews
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Monthly advisor consultations
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Analytical plan review
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Written summary included
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Direct advisor access
Enhanced Plan
Includes priority scheduling options
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All Standard features included
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Priority scheduling
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Faster response to queries
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Annual review meeting
Premium Plan
Expanded support and quarterly reviews
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All Enhanced features included
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Quarterly detailed reviews
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Additional support channels
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Personalised updates
APR: N/A. Monthly fee: $250. No setup or cancellation charges. Cancel anytime.
Compare your options
Subscription planning versus traditional services