Subscription pricing at a glance
Our flat $250 monthly fee covers all consultations, plan reviews, and ongoing support. There are no extra charges, giving you predictability and control over your financial planning costs.
Meet your planners
Jessica Lee
Senior Planner
Jessica brings more than 10 years of experience, focusing on providing clear and practical advice for Australian clients.
Michael Brown
Client Advisor
Michael is dedicated to helping clients feel confident and supported, using his strong knowledge of local regulations.
Nina Chen
Planning Associate
Nina ensures clients stay informed and their needs are met, with a friendly approach and attention to detail.
How our process works
Our process is designed to be simple, transparent, and supportive, so you always know what to expect from your subscription.
Initial consultation and onboarding
Document review and plan setup
First plan delivery and discussion
Ongoing review and updates
Continued support and access
Simple monthly pricing
One flat rate, no surprises—everything included in your $250 monthly subscription.
Standard Subscription
Ongoing planner access, regular reviews, and all consultations included.
- Regular meetings with your dedicated planner
- Unlimited plan reviews and updates per month
- Direct communication with your planner
- No extra or hidden service fees
- Easy cancellation anytime
Couples Subscription
Shared planning for two, including joint meetings and individual support.
- Joint and individual consultations
- Comprehensive plan reviews for both
- Ongoing support for each member
- All communication included
Family Subscription
Designed for families seeking coordinated planning support and regular reviews.
- Family consultations and plan reviews
- Support for up to four members
- Direct planner access for each member
- Flexible scheduling for your family
More about pricing
Your monthly fee includes all scheduled consultations, plan reviews, and ongoing support communications.
There are no joining fees, exit fees, or charges for additional meetings within your subscription.
You can cancel your subscription at any time without penalty.
Important notices
Results may vary depending on your individual situation.
Past performance does not guarantee future results.
Why choose us?
How our subscription compares to others