Transparent Subscription Pricing
One monthly fee, no surprises
Our financial planning service is available for a fixed $250 per month. This fee covers all consultations, analytical reviews, and ongoing advisor support—no additional or hidden charges apply.
Meet Your Advisory Team
Our qualified team brings years of professional experience to every consultation.
Olivia Chen
Senior Advisor
Specialties
Olivia ensures every client receives tailored, compliant advice and clear communication.
Olivia Chen
Senior Advisor
Specialties
Olivia ensures every client receives tailored, compliant advice and clear communication.
Marcus Patel
Lead Planner
Specialties
Marcus brings broad industry insight to each planning session and maintains high ethical standards.
Marcus Patel
Lead Planner
Specialties
Marcus brings broad industry insight to each planning session and maintains high ethical standards.
Emily Harris
Advisor
Specialties
Emily focuses on detailed analytical reviews and ongoing client relationships.
Emily Harris
Advisor
Specialties
Emily focuses on detailed analytical reviews and ongoing client relationships.
David Wilson
Advisor
Specialties
David supports clients with clear, compliant advice and strong attention to detail.
David Wilson
Advisor
Specialties
David supports clients with clear, compliant advice and strong attention to detail.
How the Subscription Process Works
Clear steps ensure a straightforward experience, from sign-up to your ongoing monthly consultations.
Initial Consultation Scheduled
After subscribing, you’ll be contacted by your advisor to arrange your first consultation. This call helps clarify your immediate priorities and set a schedule for future sessions.
We’ll gather background information and answer any questions about the service.
Personalised Planning Review
Your advisor conducts a comprehensive review of your financial situation, identifying opportunities and potential risks within a regulatory-compliant framework.
You’ll receive clear explanations and recommendations for your next steps.
Monthly Advisor Consultations
Each month, you’ll meet with your advisor to review progress, discuss changes in your circumstances, and refine your plan as needed.
All consultations are included in your monthly fee. Adjustments are made as your needs change.
Ongoing Analytical Reviews
Regular analytical reviews provide clarity and ensure your plan remains aligned with your evolving goals and market conditions.
Your advisor will provide updates and suggestions based on your latest information.
Your Subscription Options Compared
Standard
Core monthly financial planning
Enhanced
Additional compliance checks monthly
Premium
Priority scheduling and reporting
A$350.00
Monthly
- All Enhanced features
- Priority session booking
- Quarterly reporting
- All plans include monthly advisor access
Results may vary. Past performance does not guarantee future results.
Compare Subscription Plans
| Feature | Standard | Enhanced | Premium |
|---|---|---|---|
| Monthly consultations | |||
| Analytical reviews | |||
| Ongoing support | |||
| Compliance checks | |||
| Priority scheduling | |||
| Quarterly reporting |