Simple subscription for ongoing financial planning
For a flat $250 per month, you receive ongoing access to analytical reviews, consultation sessions, and comprehensive planning support. There are no hidden costs or extra fees—just predictable, transparent pricing tailored for Australians. Results may vary based on your individual circumstances. Our process is built on clarity, compliance, and professional integrity.
Monthly fee
Setup fees
Years in service
Meet our expert team
Experienced professionals dedicated to your planning needs
Our team combines years of industry experience with a commitment to transparency and client-focused service. Each member brings unique expertise, ensuring you receive balanced, reliable guidance.
We are passionate about helping you make confident financial decisions.
Liam Peterson
Lead Planner
Liam leads the planning process with a focus on analytical reviews and client consultations.
With over a decade in financial services, Liam values transparency and client trust.
“I believe everyone deserves clear, unbiased advice.”
300+ satisfied clients
Amelia Chen
Senior Consultant
Amelia ensures every client receives personalised, compliant guidance.
Amelia brings seven years of experience and a dedication to privacy and accuracy.
“Client needs always come first for us.”
Awarded best client support
Sanjay Patel
Client Support Specialist
Sanjay supports clients with prompt responses and practical solutions.
Sanjay’s background in finance and communication helps bridge client questions to clear answers.
“Support is at the heart of everything we do.”
Fastest response time
Contact us to learn more about the team.
How our subscription process works
From sign-up to ongoing support, our approach is designed for your clarity and convenience
Sign up online with ease
Begin your subscription by completing our secure online form and payment process. No paperwork or complicated steps required.
Get started from any device in just a few minutes.
Account setup and welcome
We’ll prepare your account and send a welcome email with everything you need to know.
Your onboarding materials will arrive within one business day.
Book your first consultation
Schedule your initial consultation at a time that suits you. Our team will reach out to guide you through the process.
All consultations are private and confidential.
Ongoing planning and reviews
Enjoy regular, analytical reviews and personal consultations as part of your monthly subscription.
Access support whenever you need—no extra fees.
Subscription pricing plans
Choose the subscription tier that fits your needs
Standard
Monthly planning and support included
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Analytical reviews every month
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Personal consultations included
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No setup or exit fees
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Australian privacy compliance
Enhanced
Planning, support, plus priority response
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All Standard features included
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Priority consultation booking
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On-demand analytical review
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Extended support hours
Premium
Full support and dedicated advisor
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All Enhanced features
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Dedicated planning advisor
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Quarterly in-depth review
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Bespoke consultation options
Compare our subscription tiers
| Features | Standard Plan | Enhanced Plan | Premium Plan |
|---|---|---|---|
| Monthly analytical review | Yes | Yes | Yes |
| Personal consultations | Yes | Yes | Yes |
| Priority booking | No | Yes | Yes |
| Dedicated advisor | No | No | Yes |
| Quarterly review | No | No | Yes |