Explore our pricing and subscription details
Our $250 per month subscription provides ongoing access to tailored advice, monthly reviews, and unlimited support. With no setup fees and no hidden charges, you know exactly what to expect. Results may vary.
Meet our advisors
Emily Chen
Senior Advisor
Emily brings over a decade of experience in financial planning, specialising in practical solutions for clients across Australia.
James O’Reilly
Client Manager
James ensures each client receives clear communication and ongoing support, focusing on reliable and responsive service.
Priya Patel
Planning Specialist
Priya creates customised plans, adapting recommendations as clients’ needs change, always with a focus on transparency.
How your subscription works
A simple three-step process keeps your planning organised and clear from day one
Sign up and meet your advisor
Once you subscribe, we’ll match you with an advisor who will get to know your goals and preferences through a welcome session.
Your advisor will explain the process, answer questions, and outline your first review.
Receive your tailored plan
After your initial session, your advisor builds a plan based on your unique situation, focusing on clarity and practical recommendations.
You’ll receive your plan and have time to review and discuss any details.
Ongoing reviews and support
Each month, your advisor checks in to update your plan and answer questions, ensuring your needs are always prioritised.
Support is available whenever you need clarification or want to discuss changes.
Subscription pricing
Clear and simple monthly fee
Standard
Monthly access, support, reviews
Billed monthly
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Monthly plan reviews
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Unlimited advisor support
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No setup or hidden fees
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Personalised consultations
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Data privacy compliance
Essentials
Support and basic plan reviews
Billed monthly
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Monthly plan reviews
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Advisor support
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No setup fees
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Personalised consultations
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Secure data handling
Premium
Extra reviews and priority access
Billed monthly
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Twice-monthly reviews
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Priority advisor access
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No hidden fees
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Personalised consultations
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Enhanced account security
Compare your options easily
See how our subscription stands out from traditional services