Transparent pricing for ongoing financial planning
Our subscription is $250 per month, covering all monthly consultations and analytical reviews. There are no hidden fees or additional costs. You receive uninterrupted access to a dedicated adviser, with services designed to align with your unique objectives. Cancel anytime; partial months are not refunded. Please review our terms for full details. Results may vary. We do not offer refunds or specific investment advice. Service is provided in accordance with Australian financial regulations and privacy requirements.
Meet our team
Sarah Mitchell
Lead Adviser
Sarah has over 15 years of experience in financial planning and is committed to providing transparent, client-focused support.
David Lee
Senior Consultant
David specialises in analytical reviews and ongoing client relationships, ensuring each plan meets regulatory standards.
Priya Sharma
Client Manager
Priya manages client subscriptions and ensures you always have access to timely support and clear communication.
How your subscription works
A simple process for ongoing planning
Sign Up Online
Start your subscription with a quick online registration process.
Advisor Assigned
A professional adviser is assigned to your subscription plan.
Initial Consultation
Schedule and attend your first monthly planning session.
Ongoing Support
Receive monthly consultations and analytical reviews.
Choose your subscription plan
One transparent monthly fee, no hidden charges or extra costs
Standard Plan
Ongoing planning and adviser access
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Monthly consultations included
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Tailored analytical reviews
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Australian data security
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Transparent pricing
Couples Plan
Shared access for two clients
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Monthly consultations for both clients
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Joint analytical reviews
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Australian data security
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Dedicated adviser
Family Plan
Support for families up to four
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Monthly sessions for all members
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Family-focused consultations
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Australian privacy compliance
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Transparent pricing
All plans include monthly consultations and analytical reviews. Results may vary. No refunds provided.
How we compare
Transparent fees, ongoing support, and compliance set us apart
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