Discover our straightforward pricing plans
Our subscription model is designed for individuals and professionals seeking ongoing financial planning support. For $250 per month, you receive regular sessions, unlimited standard communication, and full documentation—no hidden fees or upselling. This approach ensures transparency and helps you plan confidently, knowing exactly what you pay. All personal data is managed according to Australian privacy regulations, and your information stays protected. Results may vary depending on your circumstances and decisions.
Meet our financial team
Expert professionals dedicated to your planning needs
Samantha Clark
Senior Advisor
Key skills
Samantha provides personalised support and ensures every client receives clear, practical guidance. She specialises in documentation and privacy standards.
Certified advisor
Professional accreditation
Privacy leader
Strict data standards
David Nguyen
Financial Planner
Key skills
David is known for analytical reviews and helping clients understand market dynamics and resource allocation.
Insightful reviews
Analytical focus
Client-focused
Personal approach
Priya Patel
Client Advisor
Key skills
Priya ensures clients have a seamless experience and clear understanding of every step, focusing on their unique needs.
Reliable support
Consistent care
Communicative
Clear interactions
Luke Evans
Planning Specialist
Key skills
Luke maintains high ethical standards and delivers actionable, practical advice tailored to each client.
Ethical practice
Integrity first
Consistent support
Monthly reviews
How our subscription works
Simple process for ongoing, professional financial planning support
Subscribe online securely
Sign up via our website with secure payment and data protection processes in place for your peace of mind.
Start your subscription quickly and easily.
Match with your advisor
We connect you with a qualified professional based on your goals, experience, and preferences.
You receive a personal introduction and communication details.
Schedule monthly sessions
Arrange convenient, recurring sessions to discuss your financial planning and review any updates or changes.
Each session is documented for your reference.
Ongoing communication support
Contact your advisor between sessions for standard questions or clarifications as needed.
Your monthly fee covers all standard communication.
Pricing and inclusions
Transparent monthly subscription with no hidden fees
Standard plan
Monthly planning sessions included
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One session each month included
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Unlimited standard communication
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Comprehensive documentation provided
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Secure data handling
Enhanced plan
Additional reporting and analysis
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Two sessions each month
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Enhanced reporting features
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Priority advisor matching
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All standard plan features
Premium plan
Priority scheduling and support
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Priority session scheduling
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Direct phone advisor access
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Annual written summary included
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All enhanced plan features
How we compare to others
Consistent value, transparent pricing, and dedicated support