Subscription pricing explained
Clear monthly fees, no hourly billing, transparent value.
Our $250/month subscription provides full access to financial planning, with no additional charges. All guidance is included, making budgeting for advice simple and predictable.
Meet your planners
Experienced professionals, client-focused service
James Carter
Lead Planner
Education
Master of Applied Finance, University of Sydney
James has over a decade of experience advising clients. He specialises in practical, actionable planning designed for ongoing support.
Experience
Key skills
Methods used
Certifications
Rachel Stevens
Senior Planner
Education
Bachelor of Commerce, Monash University
Rachel is known for her clear communication and ability to simplify complex topics. She enjoys building long-term client relationships.
Experience
Key skills
Methods used
Certifications
Michael Tan
Financial Planner
Education
Bachelor of Economics, University of Melbourne
Michael brings a detail-oriented approach. He helps clients understand all available options and stays committed to ethical practice.
Experience
Key skills
Methods used
Certifications
Sophie Nguyen
Client Advisor
Education
Graduate Diploma Finance, UNSW Sydney
Sophie is dedicated to delivering a seamless planning experience. She ensures clients are informed and comfortable throughout the process.
Experience
Key skills
Methods used
Certifications
How your subscription planning works
A simple, four-step process designed for clarity and ongoing support.
Start your subscription online
Begin by registering online and selecting the $250/month plan. You’ll receive a welcome email with details about your dedicated planner.
No setup fees or hidden charges apply.
Initial consultation and assessment
Your planner will connect with you for a thorough discussion. This ensures we understand your goals and current circumstances.
All communication is confidential and secured.
Receive tailored recommendations
Based on your input, your planner provides practical, actionable guidance suited to your needs.
Recommendations are reviewed regularly.
Ongoing support and check-ins
Stay in touch for regular updates, answers to your questions, and adjustments as your situation changes.
Pause or cancel at any time.
Simple pricing
One monthly fee, full access
Standard
Full access to a dedicated planner with ongoing support and practical recommendations.
- Ongoing consultations included
- No hourly billing
- Transparent $250 fee
- Confidential communication
- Pause or cancel anytime
Couple
Joint planning for two with shared access and support from a dedicated planner.
- Support for two people
- Ongoing expert advice
- Direct planner access
- Pause or cancel anytime
Family
Comprehensive planning for families, including inclusive support and regular check-ins.
- Support for families
- Inclusive communications
- Regular review meetings
- No hidden fees
How we compare
Transparent fees versus traditional models