Simple Subscription Pricing
One monthly fee for ongoing planning support
Our financial planning service is available for a transparent $250 per month. This covers all consultations, regular plan reviews, and ongoing support, with no additional fees or hidden costs. Results may vary. Past performance does not guarantee future results.
Meet Our Team
James Carter
Lead Planner
James has over 15 years of experience in financial planning and is dedicated to building lasting client relationships. He specialises in providing practical, ongoing advice that adapts to each client's journey.
Olivia Nguyen
Client Services Manager
Olivia ensures every client receives timely support and clear communication. She’s known for her attention to detail and commitment to helping clients feel at ease throughout the process.
David Lee
Senior Consultant
David brings decades of experience to the team, offering insightful reviews and consultations. He is passionate about guiding clients through financial planning with clarity and care.
How Our Subscription Works
A clear, supportive process from first contact to ongoing consultations
Initial Consultation
Discuss your current situation and aspirations with our team to determine if our service fits your needs.
No commitment required for the first meeting.
Subscription Setup
Sign up for our $250 monthly plan and complete a simple onboarding process to get started.
We guide you through every step of the setup.
Plan Development
We create and review your plan monthly, ensuring it reflects your evolving circumstances.
Your planner will keep you informed with regular updates.
Ongoing Support
Access monthly consultations and reach out with questions as your needs change.
Consistent support included in your subscription.
Choose Your Subscription Plan
Monthly
Regular consultations and plan reviews
A$250.00
month
- Monthly consultations included
- Ongoing plan adjustments
- Transparent pricing
Quarterly
Three months of ongoing support
A$750.00
quarter
- Quarterly consultations included
- Plan reviews every three months
- No hidden fees
Annual
Year-round planning and support
A$3,000.00
year
- Twelve months of consultations
- Annual plan review
- Direct planner support
- All plans include monthly consultations
Results may vary. Past performance does not guarantee future results. No refunds.
Why Subscription?
A clear difference from traditional services