Clear pricing for ongoing planning
Our financial planning subscription is $250 per month, covering all regular consultations, analytical reviews, and ongoing support. There are no hidden fees, and all terms are clearly outlined. Results may vary.
Meet our team
Experienced planners, approachable service
Anna Robertson
Lead Planner
Education
Master of Finance, University of Sydney
Brings over 12 years in financial planning, focused on tailored guidance.
Experience
Skills
Methods
Certificates
Michael Tan
Senior Consultant
Education
Bachelor of Commerce, Monash University
Specialises in analytical reviews and direct client engagement.
Experience
Skills
Methods
Certificates
Sarah O'Connell
Client Advisor
Education
Bachelor of Business, University of Queensland
Delivers practical advice and ongoing support to clients.
Experience
Skills
Methods
Certificates
David Nguyen
Planning Associate
Education
Bachelor of Economics, University of New South Wales
Focused on supporting clients through detailed planning sessions.
Experience
Skills
Methods
Certificates
How our subscription process works
We guide you from initial consultation through regular reviews, ensuring your plan evolves as your needs change. Our process is transparent and designed to provide continuous support.
Sign up for subscription
Account setup and onboarding
Initial consultation session
Regular planning sessions
Annual review meeting
Subscription pricing
One monthly fee includes all standard consultations and reviews.
Standard
All regular consultations included
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Up to 24 sessions yearly
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Analytical reviews included
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Transparent fixed fee
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No hidden charges
Enhanced
Additional review options available
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Extra review sessions
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Priority scheduling
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Annual strategy report
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Standard features included
Premium
Tailored plans for complex needs
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Bespoke consultations
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Comprehensive analytics
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Quarterly review meetings
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Flexible scheduling
How we compare to others
Consistent support, transparent pricing, and direct consultations set us apart.