Simple subscription pricing explained
Our plan is $250 per month, covering consultations, planning reviews, and ongoing support. There are no additional fees—just clear, consistent service designed for your needs.
Meet our team
Experienced, client-focused professionals
Claire Evans
Lead Planner
Education
Bachelor of Commerce, University of Sydney
Claire brings over a decade of experience in financial planning and client care.
Experience
Skills
Approaches used
Certifications
James Lim
Senior Consultant
Education
Master of Applied Finance, Monash University
James specializes in analytical reviews, supporting clients with clear, actionable guidance.
Experience
Skills
Approaches used
Certifications
Sophie Nguyen
Client Liaison
Education
Bachelor of Business, UNSW Sydney
Sophie ensures smooth communication and support for all subscribers, focusing on clarity and service.
Experience
Skills
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Certifications
Michael Chen
Planning Specialist
Education
Bachelor of Economics, University of Melbourne
Michael delivers tailored planning and ongoing reviews with a strong focus on client outcomes.
Experience
Skills
Approaches used
Certifications
How our process works
Initial consultation
We start with a one-on-one meeting to understand your needs and outline the planning process together.
Personalised review
Our team conducts an analytical review, considering your goals and the latest market dynamics.
Action plan delivery
You receive a tailored action plan, developed in line with your preferences and current situation.
Ongoing support
We provide continued access to our team for questions and further reviews as your needs evolve.
Choose your plan
Consistent value, no hidden fees
Standard
Full access to consultations, reviews, and ongoing support for one monthly fee.
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Personal consultations
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Analytical reviews
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Ongoing team support
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Transparent pricing
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No additional fees
Quarterly
Quarterly payments for the same great service and all included features.
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All features included
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Quarterly payment option
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Full support
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Planning reviews
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No hidden charges
Annual
Annual payment option with complete access to our subscription services and support.
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Annual billing
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All consultations included
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Planning reviews
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Support year-round
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No extra costs
Compare your options
How our subscription differs from others