Monthly subscription with expert financial planning
Sign up for a flat $250 per month and receive regular personal consultations, document reviews, regulatory checks, and ongoing support with no extra fees. Australian residents benefit from experienced planners and transparent pricing. Results may vary based on individual circumstances. Past performance does not guarantee future outcomes.
Monthly Fee
Active Clients
ASIC Compliance
Our professional planning team
James Healy
Principal Planner
James leads our team with over 10 years of experience navigating complex planning scenarios under Australian regulations. His approach centers on client clarity and transparency.
Sophie Chen
Senior Consultant
Sophie specialises in helping clients adapt to changing circumstances. She ensures every plan review meets the highest compliance standards.
Margaret Lee
Compliance Manager
Margaret oversees regulatory adherence and educates the team on evolving laws. Her extensive experience means your plan is always up to date.
How our subscription process works
We guide you every step—from your initial inquiry to ongoing reviews and support, ensuring your subscription runs smoothly.
Sign Up Online
Complete our secure sign-up form to start your subscription. You’ll receive a welcome email outlining what to expect next.
All you need is some basic information and contact details to get started.
Schedule Your Consultation
Book your first meeting at a convenient time using our digital calendar. We confirm all appointments quickly.
Consultations are held remotely via video or phone, led by a licensed planner.
Initial Planning Review
Our planner reviews your current situation, listens to your priorities, and analyses relevant documentation.
You get a summary of findings and recommended next steps after your first session.
Ongoing Year-Round Support
Receive regular check-ins, plan updates, and answers to your compliance or document questions at any time.
We adapt as things change—ensuring your plan always reflects your needs. Results may vary.
Subscription pricing overview
Choose a plan that meets your needs and budget.
Standard
Full access to all planning services
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Personal consultations included
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Annual plan reviews
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ASIC compliance checks
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Ongoing digital support
Premium
Includes priority scheduling and extra reviews
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Priority booking
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Twice-yearly plan updates
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Direct messaging with planner
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Personal consultations included
Family
Designed for two adults, shared reviews
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Joint consultations
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Shared document management
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Annual reviews included
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Support for both adults
Compare our service with alternatives
See how our subscription model stands out from typical offerings