Simple, Transparent Financial Planning Subscription
Our $250/month subscription offers ongoing personal consultations, analytical reviews, and transparent reporting. With no hidden fees or surprise costs, you receive consistent support from experienced professionals. All terms are clearly communicated, and you can cancel at any time with no penalty. Results may vary. Past performance doesn't guarantee future results. Australian regulations apply. For a detailed breakdown, please see our terms and conditions page.
Personal Consultations
Direct access to our expert team
Analytical Reviews
Regular reporting included
Transparent Pricing
One monthly fee, no extras
Meet Our Experienced Team
Our consultants bring diverse expertise and years of experience supporting Australian clients.
Jordan Mitchell
Senior Consultant
Core Skills
Jordan leads our team, focusing on clear analysis and client-first support.
ASIC Certified
Registered adviser
20 Years Experience
Industry leader
Melissa Tran
Client Relations
Core Skills
Melissa ensures every client receives prompt, friendly, and reliable service.
Client Care Award
Recognised service
10 Years Experience
Trusted advisor
Alex Wong
Reporting Specialist
Core Skills
Alex delivers precise, easy-to-understand reports for all subscribers.
Reporting Excellence
Awarded 2024
7 Years Service
Dedicated team member
Priya Sharma
Analytical Support
Core Skills
Priya provides research-backed insights and supports ongoing consultations.
Research Distinction
Recognised 2023
8 Years Experience
Analytical expert
How to Get Started with Us
Our subscription process is straightforward, with clear communication and ongoing support every step of the way.
Submit Your Enquiry
Complete our online form or contact us to begin. We respond within one business day to confirm your interest and gather initial details.
Our team will review your submission and reach out to discuss your situation and preferences.
Initial Consultation and Assessment
Participate in a personal consultation. We clarify your needs, explain our process and answer all your questions before proceeding.
This step ensures you understand our subscription plan, pricing, and reporting methods.
Service Agreement and Setup
We formalise your subscription agreement and provide all necessary documentation. Payment is processed securely online.
No setup fees. All terms, recurring costs, and cancellation policies are outlined clearly.
Ongoing Support and Reviews
You receive regular analytical reviews, personal consultations, and transparent reporting. Our team is always available for questions.
Continuous support is provided throughout your subscription.
Subscription Plans
Transparent, all-inclusive pricing
Standard
Full access, one monthly fee
No extra charges
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Analytical reviews included
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Personal consultations
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Transparent reporting
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All standard services
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No setup fees
Lite
Essentials, streamlined support
Core features only
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Analytical reviews
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Email support
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Basic reporting
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No setup fees
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Lite consultations
Business
For multiple team members
Team support included
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Everything in Standard
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Multiple users
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Priority support
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Custom reporting
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Flexible scheduling
How We Compare
See the difference our subscription makes