Transparent Subscription Financial Planning
Simple, flat rate pricing
Our financial planning subscription is $250 per month. This covers all consultations, reviews, and ongoing support. There are no hidden fees, extra charges, or lock-in contracts. Cancel anytime without penalty. Results may vary based on individual circumstances.
Results may vary. No refunds or guarantees are provided.
Meet Our Planners
Experienced, friendly, and professional
Jessica Martin
Senior Planner
Education
Master of Finance, University of Sydney
Jessica brings over a decade of experience, offering clear, practical advice for every client.
Experience
Skills
Methods
Credentials
David Chen
Financial Planner
Education
Bachelor of Commerce, Monash University
David has a strong background in analytics and delivers reliable, transparent service to clients.
Experience
Skills
Methods
Credentials
Samantha Lee
Client Services Manager
Education
Diploma of Financial Services, TAFE NSW
Samantha ensures all clients receive prompt support and clear communication throughout their journey.
Experience
Skills
Methods
Credentials
Mark Evans
Compliance Officer
Education
Graduate Diploma, Financial Planning, Macquarie University
Mark oversees compliance and privacy, ensuring all advice meets Australian regulations and standards.
Experience
Skills
Methods
Credentials
How Our Subscription Service Works
A clear process to ensure you receive practical, ongoing support at every step.
Initial Consultation and Setup
We begin by understanding your needs and setting up your subscription with all necessary details.
No obligation; cancel anytime with no penalty.
Personal Consultation Sessions
Book one-on-one sessions with your planner, tailored to your circumstances and questions.
Flexible scheduling to suit your lifestyle.
Analytical Reviews and Feedback
Receive regular reviews and actionable feedback based on your unique situation, not speculation.
Reviews are included in your monthly fee.
Continuous Support and Adaptation
Your planner remains available for follow-up and ongoing adjustments as your priorities change.
Service evolves with your needs—no extra charges.
Subscription Plans
Choose the right plan for you
Standard
All consultations, reviews, and support included for a flat fee.
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Personal consultations
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Monthly analytical reviews
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Direct planner access
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No hidden fees
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Flexible cancellation
Couples
Joint consultations and reviews for two clients under one plan.
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Joint consultations
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Monthly reviews for two
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Shared planner access
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No extra charges
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Flexible cancellation
Family
Planning and reviews for families, including up to four members.
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Family consultations
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Monthly reviews for four
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Dedicated planner
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No hidden fees
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Flexible cancellation
How We Compare
Transparent service vs traditional models