Simple, transparent subscription pricing
Our $250 per month subscription provides continuous access to professional financial planning, regular consultations, and analytical reviews. There are no hidden or additional fees. Enjoy transparent terms and ongoing value tailored to your circumstances.
Meet our team
Alexandra Park
Lead Advisor
Alexandra brings over a decade of experience supporting Australians with practical, transparent planning.
James Chen
Client Relations
James ensures every client receives timely communication and an excellent experience from the start.
Priya Desai
Senior Planner
Priya specialises in analytical reviews and adapting strategies for evolving needs.
How it works
Our subscription process explained
Sign up online
Complete a simple registration to begin your subscription with us.
Advisor assigned
You’re matched with a dedicated professional who will manage your account.
Schedule consultation
Arrange your first session to discuss your current circumstances.
Continuous support
Receive ongoing consultations and analytical reviews each month.
Subscription plan details
One monthly fee covers all consultations, reviews, and ongoing support.
Important information
Results may vary.
Standard Subscription
Continuous access, monthly consultations, and analytical reviews.
Incl. GST
- Monthly expert consultations
- Personalised guidance
- No hidden or extra fees
- Analytical situation reviews
Extended Review
Additional in-depth analytical review session included monthly.
Incl. GST
- All standard features
- Extra analytical session
- Priority scheduling
- Direct advisor line
Premium Access
Priority support and two monthly consultations included.
Incl. GST
- All extended review features
- Second consultation monthly
- Comprehensive analytical reviews
- Dedicated premium advisor
Additional services
Custom Analysis
One-time tailored review of specific financial scenarios or challenges.
A$275.00
All prices include GST
Urgent Consultation
Rapid response meeting with an advisor within 24 hours.
A$325.00
All prices include GST
Payment details
Accepted payment methods
- Visa
- Mastercard
- Bank transfer
Payment terms
- Monthly payments due in advance
- No lock-in contracts or exit fees
Representative APR: 0%. No interest or hidden costs apply.
Australian Financial Services Licence
How we compare to other services
| Feature | Our Service | Competitor A | Competitor B |
|---|---|---|---|
| Transparent subscription pricing | |||
| Monthly consultations included | |||
| Analytical reviews each month | |||
| No hidden fees or charges |