Transparent subscription pricing plans

Our $250/month subscription includes all consultations, regular reviews, and ongoing support from our advisors. There are no commissions, hidden fees, or lock-in contracts. You have the flexibility to pause or cancel your subscription at any time, ensuring you remain in control. All payments are processed securely, with clear terms outlined before you subscribe. This approach provides predictability and transparency, making professional planning accessible and straightforward for Australians seeking ongoing guidance.

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Meet your advisory team

Senior male advisor portrait

Michael Evans

Lead Advisor

Michael brings over 15 years of experience delivering practical, client-focused planning advice. He’s dedicated to providing clear, straightforward guidance with every consultation.

Female advisor smiling portrait

Priya Patel

Client Advisor

Priya focuses on building strong client relationships and ensuring every client receives tailored support. Her approachable style makes consultations comfortable and productive.

Experienced female advisor portrait

Linda Chen

Senior Consultant

Linda offers a wealth of knowledge and is known for her attention to detail. She excels at breaking down complex issues and supporting clients through changing circumstances.

How our process works

Step-by-step, transparent guidance

Sign up online

Choose your plan, fill in your details, and start your subscription.

5 min
1

Initial consultation

Meet your advisor to discuss your current situation and goals.

60 min
2

Regular reviews

Ongoing sessions to revisit your plan and discuss new developments.

30 min
3

Continuous support

Reach out anytime for advice or clarification.

Ongoing
4

Your subscription options

Compare what’s included in each plan and choose what fits best

Most popular

Standard

All-inclusive ongoing support

A$250.00
/ per month
  • Unlimited consultations included
  • Regular progress reviews
  • No lock-in contracts
  • Transparent $250 monthly fee

Flexible

Pause or adjust anytime needed

A$250.00
/ per month
  • Easy pause or cancellation
  • Access to all consultations
  • No commissions, ever
  • Support tailored to you

Premium

Priority scheduling and reviews

A$350.00
/ per month
  • Priority consultations included
  • Faster response times
  • Expanded review sessions
  • All ongoing support features

Compare subscription plans

Features Standard Plan Flexible Plan Premium Plan
Unlimited consultations included fas fa-check fas fa-check fas fa-check
Pause or cancel anytime fas fa-check fas fa-check fas fa-check
Priority scheduling fas fa-times fas fa-times fas fa-check
Transparent monthly fee fas fa-check fas fa-check fas fa-check
No commissions or hidden fees fas fa-check fas fa-check fas fa-check