Simple Pricing for Continuous Planning
Compare straightforward monthly subscription options designed for every level of personal financial planning needs. No onboarding or exit fees apply.
Years experience
Accredited planners
Active clients
Meet Our Australian Team
Our licensed planners work only with Australian residents, blending local insight with professional integrity.
Amelia Harris
Lead Planner
Specialties
Amelia ensures that advice always fits individual needs and industry requirements.
Core skills
Harvey Brandt
Senior Advisor
Specialties
Harvey brings hands-on experience and a commitment to clarity in every client conversation.
Core skills
Priya Kapoor
Client Consultant
Specialties
Priya is known for clear explanations and empowering clients to ask the right questions.
Core skills
Dylan Jones
Planning Associate
Specialties
Dylan supports both team and clients with research and reliable follow-through.
Core skills
Our Subscription Process
From enquiry to ongoing support
Initial Discovery Call
Speak with an accredited planner to outline your needs.
Strategy Session
Discuss tailored approaches and clarify expectations together.
Plan Review & Approval
Review recommendations and provide your feedback.
Ongoing Subscription
Continue with monthly service and direct access to your advisor.
Choose Your Plan
Transparent monthly rates with no onboarding fees or lock-in contracts
Essentials Subscription
-
Ongoing support
-
Registered advisor
-
Email access
-
Monthly check-ins
Plus Subscription
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Quarterly strategy reviews
-
Phone and email support
-
Registered advisor
-
Bespoke recommendations
Premium Subscription
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Unlimited consultations
-
Priority response
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Registered advisor
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Personalised insights
Side-by-Side Plan Comparison
| Features | Essentials Plan | Plus Plan | Premium Plan |
|---|---|---|---|
| Ongoing advisor access | Yes | Yes | Yes |
| Monthly check-ins | Yes | Yes | Yes |
| Quarterly strategy reviews | No | Yes | Yes |
| Priority response | No | No | Yes |
| Unlimited consultations | No | No | Yes |
| Personalised insights | No | No | Yes |