Subscription pricing
made simple
Our financial planning subscription is designed for clarity and ongoing value. For a fixed $250/month, you receive regular consultations, analytical reviews, and open communication with your advisor. There are no hidden fees or surprise costs—just transparent pricing and dependable support. The subscription includes all scheduled meetings and ongoing advice, so you can focus on your goals with confidence. All services comply with Australian regulations and best practices. Results may vary depending on individual circumstances.
Meet our team
Olivia Harris
Senior Advisor
Olivia brings a decade of experience in financial planning and values ongoing client relationships.
James Chen
Client Manager
James ensures smooth onboarding and clear communication for all new subscribers.
Priya Patel
Planning Specialist
Priya’s expertise is in analytical review, supporting clients with ongoing strategy updates.
How the process works
Our subscription steps are clear and efficient
Initial Consultation
We discuss your goals, preferences, and current situation in detail.
Plan Review
Analytical review of your situation to tailor ongoing recommendations.
Monthly Meetings
Regular consultations to reassess and adjust as needed.
Continuous Support
Ongoing communication and updates from your advisor.
Choose your plan
Transparent monthly subscription, no hidden fees or extras
Standard
Ongoing support and monthly reviews included.
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All monthly consultations included
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Analytical review each period
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Direct access to advisor
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Transparent fee, no extras
Starter
For those new to financial planning support.
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Monthly consultations
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Advisor communication
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No hidden charges
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Flexible cancellation
Plus
Enhanced communication and priority scheduling.
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Priority advisor access
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All consultations included
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Monthly analytical reviews
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Transparent pricing
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Ongoing updates
How we compare
See how our subscription stacks up to other options
ramifmoconuorano
Ongoing, personalised support
Monthly consultations
Included with every plan
Analytical reviews
Every month, no extra cost
Personal advisor access
Direct, ongoing contact
Transparent pricing
Clear and upfront fees
Traditional Firm
One-off review, extra charges
Monthly consultations
Included with every plan
Analytical reviews
Every month, no extra cost
Personal advisor access
Direct, ongoing contact
Transparent pricing
Clear and upfront fees
Online Only
Automated, less personal
Monthly consultations
Included with every plan
Analytical reviews
Every month, no extra cost
Personal advisor access
Direct, ongoing contact
Transparent pricing
Clear and upfront fees