Clear monthly subscription options
Pricing made simple
Choose from transparent financial planning subscriptions, with all consultations, plan reviews, and communication included. Monthly fees range from $250 to $350, reflecting your service tier and needs. No hidden charges or long-term lock-in periods.
Meet our subscription team
Experienced professionals guiding your ongoing planning journey.
Samantha Grey
Lead Adviser
Areas
Samantha connects with clients to provide practical, ongoing advice and ensure scheduling is convenient for all.
Top Skills
Jordan Lee
Client Manager
Areas
Jordan ensures each client’s transition is smooth and that follow-ups are personal and reliable.
Top Skills
Priya Nair
Adviser
Areas
Priya’s expertise lies in clear communication, summarising reviews, and adapting to client preferences.
Top Skills
Mitchell Ward
Support Specialist
Areas
Mitchell specialises in prompt client responses and genuinely helpful answers to questions.
Top Skills
How our subscription works
Understand each step from your first enquiry to ongoing support
Initial enquiry and introduction
Reach out any time to discuss your needs and explore the service. We respond quickly to help you decide if our model is the right fit.
You’ll receive information on our pricing, payment terms and team.
Personalised consultation scheduled
Book a convenient time online or with our staff. Your dedicated adviser will prepare based on the details you share.
Consultations can be online, over the phone or in person.
Analytical review and feedback
We conduct a thorough review of your financial scenario and present clear, practical suggestions.
You'll receive a summary with agreed actions and scheduling options.
Ongoing support each month
Stay connected via regular check-ins and flexible scheduling for any follow-up questions.
Your fixed monthly fee covers each step—no extra consultation charges.
Subscription plans
Choose a plan with confidence
Standard
Access ongoing consultations and analytical reviews with straightforward support and communication.
- Personal adviser assigned
- Monthly reviews included
- Online session booking
- Comprehensive communication
Premium
Includes all Standard features plus expanded scheduling options and priority support.
- Priority scheduling
- Extended communication hours
- Consistent check-ins
- All benefits in Standard
Plus
Enhanced for those seeking more detailed analytical planning and written plan summaries.
- Written summary after each review
- Custom report delivery
- Direct adviser access
- Everything in Premium
Compare our subscription model
| Features | Our service | Competitor 1 | Competitor 2 |
|---|---|---|---|
| Transparent monthly fee | |||
| Personal adviser access | |||
| Analytical reviews included | |||
| Flexible consultation times |