Transparent Subscription Pricing

Clarity and simplicity

Our subscription plan is designed to keep your financial planning straightforward. For a fixed monthly fee of $250, you receive ongoing consultations, analytical reviews, and continuous support—no commissions or hidden charges. All services are delivered by experienced consultants, ensuring professional guidance that adapts to your needs.

Meet Your Planning Team

Experienced professionals ready to guide you

Ava Richardson

Ava Richardson

Lead Consultant

10 years
Sydney

Focus Areas

Planning Analysis Consultation Strategy

Ava brings a decade of experience in financial planning, helping clients achieve clarity and confidence through structured guidance.

74
clients
92%
rating
28
awards
Liam Patel

Liam Patel

Senior Advisor

8 years
Melbourne

Focus Areas

Consultation Review Client care Strategy

Liam specialises in analytical reviews and ongoing client support, ensuring each recommendation is tailored and actionable.

65
clients
89%
rating
17
awards
Mia Chen

Mia Chen

Consultant

6 years
Brisbane

Focus Areas

Analysis Planning Review Client care

Mia focuses on providing thoughtful analysis and clear explanations, supporting clients through every planning stage.

43
clients
94%
rating
15
awards
Oliver Wilson

Oliver Wilson

Client Support

5 years
Perth

Focus Areas

Support Consultation Communication Analysis

Oliver ensures clients have ongoing support, from scheduling sessions to answering day-to-day questions promptly.

29
clients
87%
rating
11
awards

Our Subscription Process

A clear, step-by-step approach designed for ongoing engagement and reliable service

First meeting

Initial Consultation

Start with an introduction to your goals and priorities. We assess your needs and set expectations for the subscription process.

100%

confidentiality rate

30 min

average session

Within 2-3 days

Analytical Review

Our consultants conduct a detailed analytical review and prepare tailored recommendations to support your planning.

2 days

average delivery

92%

on-time rate

Each month

Ongoing Consultations

Monthly sessions ensure your planning stays current and adapts to any new circumstances or questions.

12

sessions per year

97%

attendance

Anytime

Responsive Support

Access prompt assistance and answers to your questions throughout your subscription. Our support is just a message away.

1 day

response time

100%

privacy protected

Subscription Plan Details

One transparent fee, all essential planning services included

Popular

Monthly Plan

Ongoing planning and reviews

A$250.00
month
  • Monthly consultations with experienced advisors
  • Regular analytical reviews and recommendations
  • Secure client portal access
  • Responsive client support

Annual Plan

Commit for added value

A$290.00
month
  • All monthly plan features
  • Priority scheduling
  • Annual progress review
  • Direct consultant access

Business Plan

Tailored for organisations

A$350.00
month
  • Planning for teams or groups
  • Quarterly strategic reviews
  • Custom reporting
  • Dedicated support channel

No commissions, hidden charges, or lock-in contracts. Cancel anytime.

Why Choose Us

Transparent, adaptable, and consistent planning support

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