Predictable, transparent pricing for financial planning
Our subscription is $250 AUD per month, covering all scheduled consultations, regular check-ins, and direct access to your advisor. You’ll never encounter hidden fees or commissions. There are no setup costs, and you can cancel your subscription any time with 30 days’ notice. APR is not applicable as this is not a loan or credit service. We believe in simple, straightforward terms so you can plan ahead with confidence.
Predictable cost
One fixed fee covers all services.
Licensed planners
Work with experienced, accredited professionals.
Meet your planning team
Experienced advisors committed to ongoing support
Our team brings years of experience in financial planning, offering analytical reviews and ongoing consultations tailored to your needs.
Every advisor is licensed to provide financial planning services in Australia.
Samantha Lee
Senior Financial Planner
Over a decade of experience advising clients across Australia.
Samantha focuses on building lasting client relationships, providing analytical reviews and ongoing support. Her clients appreciate her attentive, consistent approach.
“Personalised advice grows with you.”
FPA Certified
Industry speaker
David Tran
Financial Planning Specialist
Known for his practical insights and honest communication with clients.
David brings a straightforward, analytical style to every client meeting, ensuring recommendations are always tailored and relevant.
“Reliable support, every step.”
RIAA Member
Priya Desai
Client Relationship Lead
Specialist in ongoing support and transparent communication.
Priya excels at keeping clients informed and comfortable, guiding them through every stage of their subscription without surprises.
“Communication is at the heart of planning.”
AFG Award
Connect with a planner who understands your goals.
How our process works
Our planning process is designed for ongoing support, clarity, and ease. We prioritise transparency and adapt to your changing circumstances, so you always feel informed and supported.
Initial consultation and analysis
We start by understanding your priorities and current situation. This session sets the stage for a tailored planning experience.
Goal setting
Clarify your needs and planning objectives
What we do
Discuss your financial context in detail and outline initial steps. Collect necessary information for analysis.
How we do it
One-on-one meeting, either in person or remotely, with clear explanations at every stage.
Tools used
Consultation notes, data collection forms
What you receive
A summary of needs and initial recommendations
Detailed review and roadmap development
We analyse your situation and develop a personalised planning roadmap, ensuring all factors are considered.
Goal setting
Map out a personalised planning strategy
What we do
Conduct detailed reviews, identify opportunities, and prepare a step-by-step roadmap.
How we do it
Use analytical tools and direct consultations to ensure your plan fits your unique goals.
Tools used
Analysis software, planner review
What you receive
Personalised planning roadmap and review report
Ongoing support and regular check-ins
Continuous access to your planner for updates, reviews, and new questions as your circumstances change.
Goal setting
Maintain up-to-date, relevant planning
What we do
Schedule regular sessions and remain available for ad hoc consultations throughout your subscription.
How we do it
Flexible scheduling, open communication, and consistent follow-up.
Tools used
Calendar reminders, secure messaging
What you receive
Regular review notes, updated recommendations
Transparent communication and documentation
We ensure all communication is clear and every step is documented for your reference and peace of mind.
Goal setting
Keep you fully informed at every stage
What we do
Provide thorough documentation and quick responses to your queries.
How we do it
Digital record-keeping, accessible documentation, and proactive updates.
Tools used
Client portal, secure email
What you receive
Documentation, Q&A summaries, process updates
Our subscription plans
Simple monthly pricing with no hidden fees
Standard
Ongoing personal planning support
-
All consultations included
-
Analytical reviews
-
Transparent documentation
-
No commissions or add-ons
Enhanced
Extra check-ins and priority access
-
Priority scheduling
-
Additional review sessions
-
Direct messaging
-
Everything in Standard
Premium
For complex or multi-entity needs
-
Dedicated account team
-
Advanced reporting
-
Custom documentation
-
All Enhanced features
Compare our plans
| Features | Standard Plan | Enhanced Plan | Premium Plan |
|---|---|---|---|
| All consultations included | Yes | Yes | Yes |
| Analytical reviews and support | Yes | Yes | Yes |
| Priority scheduling | No | Yes | Yes |
| Advanced reporting | No | No | Yes |