Simple, transparent pricing
A single subscription with no commissions
Our $250 monthly subscription covers all consultations, plan updates, and ongoing support. There are no product commissions, hidden fees, or sales incentives. Pricing is structured for clarity—so you always know what you’re paying for. Results may vary depending on individual circumstances. For questions, please contact us or view our FAQ.
Meet our planning team
Experienced advisers with a client-first approach
Sarah Mitchell
Lead Planner
Expertise
Sarah brings extensive experience in Australian financial planning and is known for her client-focused, transparent approach.
Senior role
Led over 200 client plans
Industry recognition
Award-nominated adviser
Tom Evans
Senior Adviser
Expertise
Tom’s practical knowledge and commitment to unbiased guidance make him a trusted resource for clients across Australia.
Client trust
Maintains 95% renewal rate
Speaker
Presented at industry forums
Priya Patel
Financial Planner
Expertise
Priya is known for her attention to detail and dedication to providing clear, practical recommendations.
Client outcomes
Helped 120+ subscribers
Compliance focus
Ensures regulatory adherence
Daniel Wong
Client Service Manager
Expertise
Daniel supports the team and clients through efficient, friendly service and strong organisational skills.
Process improvement
Streamlined onboarding
Client satisfaction
Consistent positive feedback
How your subscription works
Our structured process delivers ongoing support, transparent communication, and regular plan reviews for a single monthly fee.
Initial consultation and needs assessment
We begin by understanding your financial situation, objectives, and any specific concerns through a detailed consultation.
Our goal
Clarify your needs and establish service expectations.
What we do
You’ll meet with a planner to discuss your current circumstances, priorities, and future goals. We listen and document your needs for accurate planning.
How we do it
We conduct a comprehensive interview and review relevant documents, ensuring all information remains confidential and secure.
Tools we use
Secure communication, encrypted document sharing, standard compliance forms.
What you receive
Summary of needs, engagement agreement, and initial plan outline.
Custom plan development
Your planner creates a tailored financial plan aligned with your objectives and current regulations.
Our goal
Deliver a practical plan that reflects your situation.
What we do
We analyse your information and develop recommendations. The plan is designed to be flexible and updated as your needs change.
How we do it
Utilise planning tools and team expertise, maintaining transparency and compliance with Australian standards.
Tools we use
Financial planning software, regulatory guidelines, secure collaboration.
What you receive
Personalised plan, documented recommendations, compliance summary.
Plan review and ongoing adjustments
Regular reviews ensure your plan stays current as your circumstances evolve or regulations change.
Our goal
Keep your plan relevant and actionable.
What we do
We schedule ongoing reviews and are available for updates as your needs or market conditions shift.
How we do it
Proactive outreach, client check-ins, and flexible update scheduling are included in your subscription.
Tools we use
Automated reminders, secure messaging, updated documentation.
What you receive
Updated plan documents and review summary.
Support and secure communication
You have ongoing access to your adviser for questions, changes, or clarification—all included in your fee.
Our goal
Ensure clarity and confidence in your planning.
What we do
Our team provides prompt responses and clear communication, supporting you with every financial decision covered by your subscription.
How we do it
We use secure channels for all communications and maintain detailed records for your convenience.
Tools we use
Encrypted email, secure portal, client dashboard access.
What you receive
Adviser responses, document updates, record of communications.
Subscription options
All plans include ongoing support
Standard
Monthly subscription service
All-inclusive fee
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All consultations included
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Regular plan reviews
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Personalised recommendations
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Secure document handling
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Australian compliance
Couples
For two subscribers together
Joint plan fee
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Shared consultations
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Joint reviews
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Personalised advice
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Secure storage
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Compliance included
Business
Small business support
Business plan fee
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Business consultations
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Team reviews
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Owner support
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Secure documents
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Compliance advice
Compare our subscription to alternatives
| Feature | Our Subscription | Hourly Adviser | Traditional Firm |
|---|---|---|---|
| All consultations included | |||
| Ongoing plan reviews | |||
| No product commissions | |||
| Transparent monthly fee | |||
| Australian compliance |