Simple subscription for financial planning
Our $250 per month subscription gives you ongoing access to professional financial planning. You’ll have personalized consultations, transparent pricing, and flexible online appointments—all designed to make managing your finances easier.
Meet your planning team
A dedicated team of financial planners supports every subscriber.
Alex Morgan
Lead Planner
Expertise
Alex focuses on building long-term client relationships and delivering practical support every month.
Skills
Danielle Tran
Senior Planner
Expertise
Danielle’s approach centers on understanding each client’s goals and adapting advice to changing circumstances.
Skills
Michael Chen
Financial Planner
Expertise
Michael brings energy and attention to detail, helping clients stay on track with their financial plans.
Skills
Priya Patel
Associate Planner
Expertise
Priya ensures clients have easy access to planning sessions and prompt responses to their questions.
Skills
How our subscription process works
Getting started is simple: subscribe, schedule your first session, and receive ongoing support. Our planners work with you to understand your needs and adjust recommendations as your situation develops.
Sign up for your subscription
Book your initial consultation
Meet your planner online
Receive tailored recommendations
Ongoing monthly sessions
Subscription pricing plans
Choose the plan that fits your needs. All options include ongoing support and online sessions.
Important information
Results may vary
Standard plan
Ongoing financial planning and regular consultations included.
Includes GST
- Unlimited consultations included
- Monthly progress reviews
- Online meeting scheduling
- Transparent pricing structure
Priority access
All standard features plus priority scheduling and response.
Includes GST
- Priority booking for sessions
- Faster response times
- Dedicated planner support
- Online resources access
Family plan
Includes planning for up to two family members with shared consultations.
Includes GST
- Consultations for two people
- Shared session notes available
- Flexible scheduling for families
- Monthly review meetings
Payment details
Accepted payment methods
- Visa
- Mastercard
- Bank transfer
Payment terms and conditions
- Monthly subscription, billed in advance
- No long-term contract required
APR: 0%. No interest or late fees apply
Registered in Australia
How we compare
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