Straightforward monthly subscription for ongoing planning
No hidden fees
For $250 per month, receive regular access to professional planning consultations. Subscription includes analytical reviews, ongoing support, and clear communication of all inclusions and boundaries.
Results may vary, and all services are subject to Australian regulations.
Meet our professionals
A dedicated team, focused on clarity and compliance for your planning needs.
Ava Mitchell
Lead Advisor
Focus
Consultative planning
Skills
Ava brings a decade of experience in financial planning, focusing on practical solutions and regulatory alignment for clients across Australia.
Lucas Reed
Senior Consultant
Focus
Analytical reviews
Skills
With over 12 years’ experience, Lucas specialises in analytical reviews and client-focused consultation for ongoing planning needs.
Sophie Turner
Client Manager
Focus
Resource allocation
Skills
Sophie coordinates client communications and ensures seamless service, emphasising ethical conduct and timely support.
Ben Carter
Support Specialist
Focus
Client support
Skills
Ben handles support queries and ensures all clients receive prompt, clear answers. He is dedicated to maintaining high satisfaction levels.
How our subscription works
Consistent process designed for clarity and convenience
Sign up online
Complete a brief form and confirm your subscription to get started.
We’ll send all details to your email right away.
Initial consultation
Schedule your first planning session with a qualified advisor.
Bring questions or topics you want to address.
Ongoing reviews
Participate in monthly sessions to review, adjust, and plan ahead.
Stay informed and adapt as your situation changes.
Continuous support
Access ongoing assistance through phone or email for any queries.
Our team is available during regular office hours.
Subscription plans
Choose the plan that fits your ongoing planning needs—no hidden charges or surprise fees
Standard
Monthly planning consultations for ongoing support
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Monthly advisor consultations
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Analytical reviews included
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Personalised recommendations
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No extra service fees
Flexible
Pause or adjust your subscription as needed
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Same as Standard plan
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Pause anytime
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Flexible scheduling
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No penalties
Premium
Priority support and extended consultation hours
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Priority scheduling
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Extended hours access
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Monthly review sessions
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All benefits of Standard
APR: 0%. Fee: $250/month. Cancel anytime. No initiation or cancellation fees. All consultations are included.
How we compare
See how our subscription stands out against traditional providers
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