Transparent Financial Planning Subscription Pricing
Our straightforward subscription model offers comprehensive financial planning for $250 per month. This fee covers ongoing consultations, tailored recommendations, and regular check-ins. There are no hidden costs or lock-in contracts—just professional support when you need it. All services are provided in compliance with Australian regulations, and your data is kept confidential at every step.
Meet Our Team
Experienced, client-focused professionals in Australia
Sophie Nguyen
Lead Planner
Master of Finance University of Sydney
14 years "Retirement planning"
Westpac Group
AFR Top 50 Adviser 2023
FPA Certified Professional
With 14 years in financial planning, Sophie is dedicated to building lasting client relationships through clear advice and transparency.
James Taylor
Senior Consultant
Bachelor of Commerce Monash University
12 years "Superannuation review"
ANZ Banking Group
Client Service Excellence Award
FPA Accredited
James brings over 12 years of expertise, focusing on providing practical solutions for clients from various backgrounds.
Priya Sharma
Client Manager
Graduate Diploma Finance RMIT University
10 years "Client communications"
Commonwealth Bank
Staff Excellence Award
Customer Satisfaction Leader
Priya specialises in client support, ensuring every subscription member receives prompt, personalised assistance and reliable communication.
Liam Chen
Support Specialist
Diploma in Financial Services UTS
6 years "Subscription services"
Macquarie Group
Onboarding Specialist Award
Process Improvement Champion
Liam handles subscription management, ensuring smooth onboarding and ongoing support for all clients across Australia.
How the Subscription Process Works
Our process is designed for simplicity and transparency, allowing you to access professional support at every step. Here’s what you can expect after you subscribe.
Sign Up Online
Complete the secure subscription form on our website. Your details are handled with strict confidentiality and care.
We collect only the information necessary to set up your subscription, in full compliance with Australian privacy standards.
Initial Consultation
You’ll be matched with a planner for a one-on-one session to discuss your needs and goals in detail.
This session is tailored to your circumstances, ensuring recommendations are practical and relevant.
Personalised Recommendations
Receive a summary of tailored recommendations based on your consultation and current situation.
All advice is provided transparently, with your consent and privacy protected at every stage.
Ongoing Monthly Support
Access regular check-ins, updates, and support as your needs evolve. Adjust your subscription at any time.
Our team is available for ongoing questions and advice, with no additional fees beyond your monthly subscription.
How the Subscription Process Works
Our process is designed for simplicity and transparency, allowing you to access professional support at every step. Here’s what you can expect after you subscribe.
Subscription Pricing Plans
Choose the plan that fits your needs—no hidden charges or lock-in contracts.
Standard Plan
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Ongoing planner consultations
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Personalised recommendations monthly
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Flexible subscription management
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Secure communication channels
Couple Plan
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Joint consultations and reviews
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Tailored advice for two clients
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Comprehensive support for both
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Confidential data handling
Family Plan
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Consultations for family members
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Recommendations for shared needs
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Flexible support options
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Privacy for all participants
How We Compare
See the difference: our subscription model vs. traditional services