Clear, simple subscription pricing
Our planning service is available for a fixed $250 per month, covering all consultations, reviews, and ongoing support. There are no commissions, hidden costs, or product sales—just transparent advice tailored to your needs.
Meet our planners
Our experienced Australian team is dedicated to transparent, reliable service.
Alex Murphy
Lead Planner
Focus area
Business planning
Key skills
Alex has over a decade of experience in financial planning and is known for his clear, client-focused approach.
Industry recognition
Award for planning excellence
Compliance leader
Ensured regulatory standards
Sarah Lim
Senior Planner
Focus area
Succession plans
Key skills
Sarah brings a strategic mindset and strong attention to detail, specialising in succession and business continuity.
Team leader
Led major projects
Professional accreditations
Certified planner status
Michael Tran
Consultant Planner
Focus area
Regulatory guidance
Key skills
Michael is committed to helping clients understand regulations and adapt their plans as circumstances change.
Client service
High client satisfaction
Process improvement
Enhanced service methods
Priya Nair
Client Services Manager
Focus area
Relationship support
Key skills
Priya ensures every client receives responsive, friendly support throughout their subscription.
Team builder
Built strong client relationships
Data security
Maintained privacy standards
How the subscription works
Our process makes financial planning straightforward by providing ongoing support, regular reviews, and transparent pricing—no product sales or commissions involved.
Initial consultation
We begin with a detailed discussion of your planning needs, current situation, and future objectives to create a clear foundation.
This step helps us understand your priorities and set realistic expectations.
Plan development
Your planner prepares a tailored approach, outlining actionable steps and recommendations based on your unique context.
You receive a summary for review and feedback before moving forward.
Ongoing support
Once implemented, your plan is reviewed regularly, and you have access to continued advice for adjustments as needed.
We schedule periodic check-ins to keep your plan aligned with your goals.
Subscription options
One simple plan with all-inclusive support, reviews, and consultations for a fixed monthly fee.
Standard Subscription
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All consultations included
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Regular plan reviews
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No product commissions
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Australian compliance
Couple/Joint Plan
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Joint consultations
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Personalised support
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No commissions
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Confidential service
Small Business Plan
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Business-focused advice
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Team consultations
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Regulatory guidance
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Transparent pricing
Compare our subscription
| Service feature | Our subscription | Competitor A | Competitor B |
|---|---|---|---|
| Monthly fee transparency | |||
| No commissions or product sales | |||
| Ongoing plan reviews | |||
| Australian regulatory compliance | |||
| Regular access to planners |