Simple, Transparent Subscription Pricing

Our financial planning subscription is $250 per month, with no hidden charges or commissions. This fee covers all scheduled consultations, ongoing support, and secure communication with your advisor. There are no extra costs for additional meetings, and you may pause or cancel your subscription at any time. We do not sell investment products or accept commissions. All services are provided in accordance with Australian financial regulations. Results may vary based on your individual circumstances. Please review our terms and policies for full details.

Meet Our Advisory Team

Skilled professionals supporting your financial journey

Sarah Evans

Sarah Evans

Lead Planner

10 years
Sydney

Expertise

Consultations Regulation Client care Analysis

Sarah brings a decade of experience in financial planning, focusing on client service and regulatory compliance. She is known for her practical guidance and attention to confidentiality.

Ethics Award

Recognised for ethical practice.

Industry Leader

Led key client projects.

Michael Chan

Michael Chan

Senior Advisor

12 years
Melbourne

Expertise

Personal advice Analysis Strategy Compliance

Michael has over twelve years in the industry. He offers analytical reviews and ensures clients receive tailored support within regulatory standards.

Innovation

Developed new client tools.

Certified

Holds advanced certifications.

Emily Wright

Emily Wright

Client Manager

4 years
Brisbane

Expertise

Client support Scheduling Documentation Service

Emily ensures every client receives timely support and manages all scheduling and documentation for our team.

Service Award

Outstanding client service.

Team Player

Supports team growth.

David King

David King

Research Specialist

3 years
Adelaide

Expertise

Research Compliance Analysis Reporting

David focuses on research and reporting, helping ensure our planning advice is backed by up-to-date information and regulatory knowledge.

Research Star

Produced key reports.

Data Security

Championed data safety.

How the Subscription Process Works

Your steps to ongoing financial planning support

1

Initial Consultation Booking

Choose a convenient time and provide your details to set up your first session.

Our team will confirm your booking and answer any questions.

2

Personalised Planning Session

Meet with your advisor for a confidential discussion about your goals and situation.

We focus on your needs, regulatory guidelines, and practical steps.

3

Ongoing Monthly Support

Receive regular check-ins and tailored advice as your needs evolve.

Every session is included in your subscription, with no extra fees.

4

Pause or Cancel Anytime

Manage your subscription flexibly, with no penalties or long-term contracts.

You stay in control, adjusting your service as your life changes.

Subscription Plans

Choose the plan that fits your ongoing consultation needs

Standard Monthly Plan

$ 250
per month
  • All scheduled consultations included
  • Transparent $250 fee, no extras
  • Pause or cancel anytime
  • Regulatory compliant service
Start your subscription

Flexible Pause Plan

$ 250
per month
  • Pause for up to 2 months
  • Same $250 monthly fee
  • No penalty for pausing
  • Monthly consultations included
Contact for details

Comprehensive Ongoing Plan

$ 250
per month
  • Long-term advisory support
  • No extra costs or commissions
  • Regular confidential reviews
  • Australian compliance
Discuss options

How We Compare to Others

Subscription-based planning with no hidden fees or product sales

Key Features
What’s included
aramtelotivaeheus
Fee-only, ongoing planning
Others
Often commission-based model
Flat monthly subscription fee
No hidden charges or commissions
No product sales or commissions
Advisors focus on your needs
Australian regulatory compliance
Operates to legal standards
Confidential, secure consultations
Strict data protection always
Flexible pause or cancel options
No penalties or lock-in contracts
Total Features
5
2