Simple Subscription Pricing
One clear monthly fee for all planning needs
Our financial planning subscription is $250 per month. This includes all ongoing consultations, plan updates, and advisor access. No lock-in contracts, hidden fees, or surprise charges. APR rates and full terms are provided where applicable to ensure transparency.
Meet Our Team
Your advisors for ongoing planning
Michael O’Connor
Lead Advisor
Bachelor of Commerce University of Sydney
Sydney Financial Group
Key skills
Methods
Achievements
Served 300+ clients
Awarded for client care
Certificates
Michael brings 14 years of experience in financial planning and client service. He focuses on practical solutions and ongoing support for clients across Australia.
Michael’s expertise is in adapting strategies as client needs change. He’s recognised for his communication skills and commitment to transparency in ongoing planning.
Priya Patel
Senior Advisor
Master of Financial Planning Monash University
Melbourne Wealth Partners
Key skills
Methods
Achievements
High client satisfaction
Recognised for ethical advice
Certificates
With 11 years of experience, Priya provides tailored advice and responsive support. She helps clients adjust plans as their life circumstances change.
Priya’s strength is in building lasting client relationships. She is dedicated to ethical advice, regularly checking in and making sure each client feels supported.
Daniel Nguyen
Planning Consultant
Bachelor of Business RMIT University
Brisbane Advisory Group
Key skills
Methods
Achievements
Supported 100+ clients
Recognised for clear reporting
Certificates
Daniel supports clients with research and plan monitoring. His focus is on transparency and helping clients understand each step of the planning process.
Daniel is valued for his attention to detail and his ability to explain complex topics simply. He provides regular updates and focuses on making planning clear for clients.
Emily Brown
Client Services Manager
Bachelor of Management University of Queensland
Perth Client Services
Key skills
Methods
Achievements
100% onboarding satisfaction
Awarded for service quality
Certificates
Emily ensures smooth onboarding and ongoing communication. She is the first point of contact for new clients and manages follow-ups and support.
Emily is known for her thoroughness in client onboarding and her proactive follow-up. She helps clients feel informed and supported from the very beginning.
How Our Subscription Works
A straightforward process to ongoing planning support
Initial Consultation Call
We start with a call to discuss your needs, goals, and explain our subscription service.
No commitment required for the first conversation.
Personalised Plan Creation
Your advisor prepares a tailored plan, outlining options and terms clearly.
Transparent APR rates and fees are discussed up front.
Ongoing Support Begins
Once subscribed, you receive continuous guidance, plan reviews, and regular check-ins.
Access support via phone, email, or online chat.
Plan Adjustments as Needed
We review and update your plan as your circumstances change, ensuring ongoing relevance.
Contact your advisor to discuss any life changes.
Our Subscription Plans
Choose the ongoing planning support that fits your needs best
Standard Plan
Ongoing financial planning and support.
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Monthly advisor access
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Personalised plan updates
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Clear APR and terms
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No lock-in contract
Business Owner Plan
Ongoing planning for small business owners.
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Business-focused consultations
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Regular plan reviews
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Clear monthly fee
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Priority support
Family Plan
Support for couples or families, one monthly fee.
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Advisors for multiple members
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Flexible planning updates
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Transparent fees
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Ongoing support
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All family included
All plans include ongoing advisor access, plan updates, and regulatory compliance. Results may vary.
Compare Our Subscription Plans
| Features | Standard Plan | Family Plan | Business Owner Plan |
|---|---|---|---|
| Monthly advisor access | Yes | Yes | Yes |
| Personalised plan updates | Yes | Yes | Yes |
| Multiple members included | No | Yes | No |
| Business-focused support | No | No | Yes |
| Clear APR and terms | Yes | Yes | Yes |