Subscription pricing for planning services
Our $250 monthly subscription covers all consultations, analytical reviews, and support. There are no hidden fees or extra charges—just one clear monthly payment for ongoing, professional service.
Meet our team
Professional advisers supporting your journey
Eleanor Foster
Senior Adviser
Education
Master of Finance, University of Sydney
Brings over 18 years' experience in financial planning, with a focus on analytical reviews and client support.
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Marcus Lee
Consultation Specialist
Education
Bachelor of Commerce, Monash University
Offers 12 years of expertise in subscription-based financial guidance with a strong focus on transparent service.
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Skills
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Priya Nair
Analytical Review Lead
Education
Graduate Diploma in Finance, University of Melbourne
Known for thorough analytical reviews and confidentiality, Priya brings 10 years of relevant advisory experience.
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Ben O'Connor
Client Support Manager
Education
Diploma of Financial Services, Griffith University
Delivers responsive support and flexible scheduling, with 8 years helping clients navigate subscription services.
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How the subscription process works
A step-by-step guide to your ongoing financial planning support
Initial consultation scheduling
Sign up online and book your first session at your convenience. Our team will confirm your booking and answer any questions you may have.
All sessions are booked with flexible timing for your needs.
Personalised needs assessment
During your first session, we review your financial situation and discuss your goals, ensuring the service meets your requirements.
Every assessment is confidential and tailored to your circumstances.
Analytical review and recommendations
Our advisers conduct detailed analytical reviews, providing clear, actionable recommendations based on current market trends.
All advice is informed by regulatory updates and your preferences.
Ongoing support and follow-up
You receive regular, scheduled consultations to address evolving needs, with ongoing support throughout your subscription.
You can adjust session frequency as needed.
Subscription pricing options
One clear monthly fee with no hidden charges or additional costs
Standard Plan
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Ongoing consultations included
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Analytical reviews provided
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24/7 booking access
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Transparent, fixed fee
Business Plan
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Business-focused consultations
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Priority scheduling
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Detailed analytical reviews
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Dedicated business support
Premium Plan
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Extended session times
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Priority client response
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Customised analytical reports
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Personal account manager
Compare your subscription options
| Feature | Standard | Business | Premium |
|---|---|---|---|
| Ongoing consultations | |||
| Analytical reviews | |||
| 24/7 booking access | |||
| Transparent, fixed fee | |||
| Business-focused consultations | |||
| Detailed analytical reviews | |||
| Customised analytical reports | |||
| Personal account manager |