Transparent subscription-based planning
Simple monthly fee
Our $250 monthly subscription covers ongoing financial planning support tailored to your needs. With clear pricing and no hidden costs, you gain access to a dedicated team focused on your long-term confidence. Results may vary; specific outcomes are not guaranteed.
Meet our planners
Experienced professionals supporting you
Sarah Downing
Senior Planner
Degree
Bachelor of Commerce, University of Melbourne
Sarah brings over a decade of experience in financial planning and is dedicated to client-focused service.
Experience
Skills
Approaches
Certificates
James O’Connor
Planning Consultant
Degree
Master of Finance, University of Sydney
James focuses on clear communication and practical guidance for all clients, ensuring a supportive experience.
Experience
Skills
Approaches
Certificates
Priya Mehra
Client Advisor
Degree
Bachelor of Business, Monash University
Priya emphasises adaptable planning and privacy compliance to deliver ongoing value for each subscriber.
Experience
Skills
Approaches
Certificates
Michael Tan
Financial Planner
Degree
Bachelor of Economics, University of Queensland
Michael delivers detailed planning support and ensures client needs remain central throughout the process.
Experience
Skills
Approaches
Certificates
Our step-by-step subscription process
We make it easy to start, adjust, and access planning support as your needs change—always with clarity and flexibility.
Initial consultation booking
Begin by scheduling your first session with a planner, where your goals and preferences are thoroughly discussed.
We’ll confirm your details, explain the process, and answer any initial questions you may have.
Personalised recommendations
Your planner prepares tailored recommendations based on your current situation, ensuring relevance and clarity.
You’ll receive clear summaries and suggestions, with time to consider your options before moving forward.
Ongoing monthly reviews
Regular check-ins help ensure your plan stays up-to-date and in line with your evolving needs and goals.
Each month, you’ll review progress, update details, and address new questions as they arise.
Flexible adjustments
You have the flexibility to pause, adjust, or modify your subscription as your life and priorities change.
Contact us anytime to discuss changes or schedule additional sessions. We’re here to help.
Subscription plans & pricing
Simple, transparent options for ongoing planning support
Standard plan
Ongoing planning support for individuals and couples.
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Monthly consultations included
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Personalised recommendations
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Flexible scheduling options
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Data protection compliance
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No commissions or product sales
Family plan
Support for up to four family members, includes group sessions.
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Group consultations included
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Individual sessions for each member
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Monthly reviews and updates
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Flexible plan management
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Secure family data handling
Business plan
Tailored support for small business owners and teams.
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Business-focused consultations
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Ongoing team support
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Data privacy & compliance
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Monthly progress tracking
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Dedicated planner access
All plans include monthly consultations, ongoing support, and privacy-compliant service. Results may vary.
How we compare
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