Simple pricing for ongoing planning
Transparent, consistent, clear
Our $250/month subscription covers all your regular planning consultations, updates, and ongoing support. There are no commissions, hidden fees, or sales pressure—just straightforward service from certified Australian professionals. Enjoy the flexibility to adapt your plan as your needs change.
Meet our professionals
Our team brings years of experience and local expertise.
Sophie Harris
Senior Planner
Expertise
Sophie is known for her clear communication and dedication to long-term relationships.
Certified Planner
FPA accredited
Client Advocate
100% feedback
Sophie Harris
Senior Planner
Expertise
Sophie is known for her clear communication and dedication to long-term relationships.
Certified Planner
FPA accredited
Client Advocate
100% feedback
Liam Chen
Planning Specialist
Expertise
Liam’s analytical skills ensure well-rounded, practical recommendations for every client.
Innovator
Process upgrade
Team Leader
Mentored staff
Liam Chen
Planning Specialist
Expertise
Liam’s analytical skills ensure well-rounded, practical recommendations for every client.
Innovator
Process upgrade
Team Leader
Mentored staff
Priya Patel
Client Adviser
Expertise
Priya is valued for her approachable style and commitment to practical solutions.
Trusted Adviser
Client loyalty
Clear Communicator
Positive reviews
Priya Patel
Client Adviser
Expertise
Priya is valued for her approachable style and commitment to practical solutions.
Trusted Adviser
Client loyalty
Clear Communicator
Positive reviews
Ethan Wilson
Associate Planner
Expertise
Ethan is passionate about helping clients stay organised and informed.
Reliable Partner
On-time delivery
Qualified
Accredited
Ethan Wilson
Associate Planner
Expertise
Ethan is passionate about helping clients stay organised and informed.
Reliable Partner
On-time delivery
Qualified
Accredited
How our process works
We make ongoing planning simple, transparent, and tailored to you. Here’s what to expect from your subscription.
Initial consultation
Discuss your current situation, needs, and goals with a certified Australian planner. This helps us understand how to tailor our service.
Usually completed within one business day.
Plan development
Your planner prepares personalised recommendations and a clear action plan, taking into account your feedback and evolving needs.
Delivered within a week of your consultation.
Monthly review and updates
Regular check-ins ensure your plan remains relevant and effective. We adjust strategies as your situation changes.
Monthly sessions included in subscription.
Subscription plans
Choose the ongoing support that fits your needs. All plans include transparent pricing and access to certified advisors.
Standard Plan
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Regular consultations
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Personalised recommendations
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No commissions
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Transparent billing
Couples Plan
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Joint consultations
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Customised planning
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No commissions
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Flat monthly rate
Family Plan
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Family consultations
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Integrated planning
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No commissions
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Consistent pricing
How we compare
Transparent subscription versus traditional advice