Transparent subscription pricing plans
Simple, flat rate of $250 per month for ongoing planning support
Our pricing structure is straightforward—no hidden fees or extra charges. You receive regular consultations, continuous access to your advisor, and the flexibility to adapt your service as your needs change.
Meet your planning team
Experienced, client-focused advisors ready to support you
Our team combines professional credentials and practical experience, ensuring your planning needs are always met with care and expertise. Every advisor is committed to clear communication, ongoing support, and upholding industry standards.
We believe strong relationships and integrity are key to successful planning.
James McAllister
Senior Financial Advisor
Brings a decade of experience in client-focused planning for Australian professionals.
James specialises in ongoing client relationships and clear, actionable planning advice. He is dedicated to transparency and regulatory compliance.
“Clients value open, honest communication.”
Recognised for service excellence
Industry compliance awards
Priya Singh
Client Relationship Manager
Ensures every client receives timely responses and clear, helpful information.
Priya’s background in client service enables her to deliver efficient, friendly support for all subscription members.
“Every client deserves clear guidance.”
Award for outstanding client care
Liam O’Connor
Financial Planning Consultant
Focuses on analytical reviews and adapting plans to clients’ unique needs.
Liam uses a practical, data-driven approach to help clients navigate changes and opportunities confidently.
“Practical advice, every month.”
Developed flexible planning model
Connect with our team for more information.
How your subscription works
Our process ensures you receive ongoing support and regular reviews, with every step explained from start to finish.
Initial consultation
Getting started together
After you subscribe, we begin with a personal consultation to discuss your current situation and planning needs. This session is designed to set clear expectations and answer your initial questions.
Advisor assigned
You’ll have a dedicated point of contact.
Needs identified
We clarify your goals and requirements.
First month
Plan review and setup
Your advisor reviews your planning needs in detail, providing a structured outline for ongoing monthly reviews and support. All processes and fees are explained clearly.
Monthly review
First monthly planning session scheduled.
Transparent pricing
All terms and costs are confirmed.
Ongoing support
Regular planning touchpoints
Each month, you’ll have direct access to your advisor for planning sessions, updates, and questions. Your advisor proactively checks in and adapts support as your needs evolve.
Continuous access
Always available for questions or advice.
Adaptive service
Support tailored to changing needs.
Annual review
Yearly service evaluation
Annually, we review your subscription and planning outcomes together. We discuss any changes in your situation and update your service as needed for the year ahead.
Progress review
Annual planning review with your advisor.
Service update
Adjustments made based on client feedback.
Subscription plan options
Choose the best fit for you
Standard
Ongoing planning support and direct advisor access included for one monthly payment.
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Monthly planning sessions
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Direct advisor contact
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No hidden fees
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Flexible adjustments
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Annual subscription review
Essential
Core planning support, transparent fee structure, and priority data security for your needs.
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Core planning sessions
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Secure communication
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Simple pricing
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Personalised updates
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Client support focus
Plus
Expanded review options, enhanced access, and adaptable support with every subscription.
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Expanded review sessions
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Enhanced advisor access
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Flexible service
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Priority scheduling
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Comprehensive updates
Subscription vs. traditional planning
Understand the advantages of ongoing, flat-fee support