Subscription Pricing for Planning
Our clear $250/month subscription covers ongoing financial planning, access to expert consultants, and regular plan reviews—no hidden fees or long-term contracts required.
Meet Our Expert Team
Experienced, qualified, and focused on supporting Australian clients.
Samantha Reid
Lead Planner
Expertise
Samantha specialises in ongoing planning and regulatory compliance for Australian clients.
David Chen
Planning Specialist
Expertise
David provides tailored consultations and thorough plan reviews for subscription clients.
Priya Sharma
Client Advisor
Expertise
Priya ensures clients receive ongoing support and practical guidance for their planning needs.
Michael Tran
Senior Consultant
Expertise
Michael brings decades of experience in Australian planning, focusing on compliant, ongoing service.
How Our Subscription Works
Get started with a straightforward process designed for ongoing support and transparency.
Initial Consultation
Discuss your goals and circumstances with a dedicated planner to determine how our subscription can support your planning needs.
This meeting helps us tailor our advice and clarify expectations.
Subscription Activation
Activate your $250/month subscription and gain access to regular plan reviews, consultations, and direct communication with our team.
We confirm billing and set up your ongoing support.
Ongoing Support & Reviews
Receive consistent, professional guidance with scheduled check-ins and flexible consultations, adapting your plan as circumstances change.
Stay connected with your planner at any time.
Choose Your Subscription
All plans include transparent pricing, direct consultations, and ongoing support.
Standard
Full access to planning and consultations
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Ongoing consultations included
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Regular plan reviews and updates
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Transparent $250 monthly fee
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No hidden charges
Business
Tailored for small business needs
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Priority business consultations
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Quarterly strategy sessions
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Direct access to senior team
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All standard features included
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Flexible business support
Premium
Enhanced service for complex needs
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Dedicated senior planner
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Monthly strategy reviews
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Personalised reporting
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All business features included
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Priority scheduling
Compare Subscription Options
Assess our value against typical financial planning services
See how our subscription model delivers clarity, consistent pricing, and ongoing support compared to traditional fee structures.
lugetloheeonatiam Subscription
Transparent pricing with monthly support
Traditional Service
Variable fees and on-demand access only
Monthly Cost
Predictable subscription fee
Access to Experts
Direct ongoing communication
Regulatory Compliance
Aligned with regulations
Support Consistency
Steady, reliable service