Transparent Subscription Pricing for Financial Planning
Simple, predictable fees
Our service is offered as a monthly subscription at AUD 250 per month. This includes ongoing access to our team for confidential, professional advice. There are no commissions, product sales, or extra charges.
Results may vary; all advice is tailored.
Meet Our Planning Team
Experienced, accredited professionals focused on your needs
Our team brings together decades of combined experience in Australian financial planning. Each member is licensed, client-focused, and committed to ongoing professional development to ensure the highest standards.
We operate independently, with no product sales or commissions.
Sarah Mitchell
Senior Financial Planner
Licensed and accredited, Sarah brings over a decade of planning experience.
Sarah is known for her thoughtful, practical advice and dedication to client outcomes. She specialises in supporting professionals and families through life's transitions.
“Every client deserves clarity and respect.”
FPAA Accreditation
Client Satisfaction Award
David Lee
Financial Planner
David's approach is client-centred and grounded in regulatory best practices.
David works with clients across Australia, providing clear, honest advice and proactive support. He is committed to ongoing learning and industry excellence.
“Integrity is the foundation of my practice.”
AFSL Holder
Emily Chen
Associate Planner
Emily is passionate about client success through practical support.
Emily focuses on helping new clients navigate the subscription process. She ensures all questions are answered and every detail is handled with care.
“Support should be accessible to everyone.”
Your trust and privacy are our priorities.
How Our Subscription Works
Your journey includes initial consultation, ongoing advice, regular reviews, and easy access to your planner. Each step is designed for clarity and convenience.
Initial Consultation Session
Meet with your planner to discuss your financial situation, objectives, and any immediate questions.
This session lays the groundwork for your tailored planning experience. We review your circumstances and clarify your expectations for the subscription.
Plan Development
Your planner prepares a personalised approach based on your goals and regulatory best practices.
We outline suggested actions and options for you to consider. No product sales or commissions are involved in this process.
Ongoing Guidance
Receive continuous support, regular check-ins, and updates to your plan as your needs evolve.
Your planner is available for questions, adjustments, and reviews to keep your financial strategy current and relevant.
Secure Communication
Contact your planner through secure, private channels whenever you need assistance.
We use industry-standard security measures and comply with Australian privacy laws to keep your information protected.
Subscription Plans
Clear pricing for ongoing support
Monthly
All-in-one financial planning for a flat monthly fee.
- Personal consultations
- No product commissions
- Ongoing support
- Australian licensed planners
Quarterly
Pay quarterly for uninterrupted planning and support.
- All monthly features
- Flexible scheduling
- Full plan review
- Priority support
Annual
Annual plan for consistent guidance and best value.
- All quarterly features
- Annual review
- Dedicated planner
- Exclusive updates
How We Compare to Others
A subscription model focused on transparency and ongoing client support