Discover Transparent Subscription Pricing
Our financial planning subscription is offered at a straightforward rate of $250 per month. This fee covers all consultations, planning sessions, and ongoing support, with no hidden costs or unexpected charges. All pricing is GST inclusive. Should you wish to access additional services, these are always discussed beforehand and billed separately. Our approach values clarity, so you can focus on your objectives with confidence. Results may vary, and past performance does not guarantee future results. Please note: No refunds are provided for subscription fees. Payment is due monthly, and terms are outlined below.
Meet the Planning Team
David Turner
Senior Consultant
David brings over fifteen years of experience in financial services, focusing on practical, client-oriented advice and ongoing support for subscribers.
Emily Chen
Financial Planner
Emily specialises in building strong client relationships and delivering tailored planning sessions for individuals seeking reliable guidance.
Liam Patel
Consultant
Liam is committed to providing clear, practical advice and ensuring every client feels informed and comfortable with their subscription.
How the Subscription Process Works
A simple, structured approach guides you from sign-up to ongoing consultations.
Sign Up Online
Complete a straightforward online form to begin your subscription. No long-term commitment or hidden clauses are required.
We collect only essential information, keeping your data secure and private throughout.
Initial Consultation
Meet with your assigned consultant for a detailed session focused on your needs and expectations.
This session is included in your subscription. Together, you'll establish a plan for ongoing support.
Ongoing Support
Schedule monthly consultations and reach out anytime with questions or requests for additional services.
Every conversation is conducted in accordance with privacy and compliance standards.
Subscription and Service Pricing
Clear pricing structure with no hidden fees or surprise charges.
Important Notice
Results may vary
Monthly Subscription
All consultations and support covered for one flat monthly fee.
GST included
- Unlimited monthly consultations
- Personalised advice sessions
- Australian law compliance
- Secure data handling
Additional Consultation
Request extra sessions beyond your standard monthly allocation.
GST included
- Book as needed
- Flexible scheduling options
- Private and secure
- Consultant of your choice
Annual Review Session
In-depth review available once a year for ongoing subscribers.
GST included
- Comprehensive annual summary
- Goal progress review
- Next steps discussion
- Optional written report
Payment Details
Accepted Payment Methods
- Bank transfer
- Credit card
Subscription Terms
- Payment due monthly, in advance
- No refunds for paid subscription periods
Annual Percentage Rate (APR) is not applicable
Australian financial compliance
Compare Our Subscription Plans
| Features | Monthly Subscription | Additional Consultation | Annual Review |
|---|---|---|---|
| Monthly consultations included | Yes | No | No |
| Personalised advice | Yes | Yes | Yes |
| Australian compliance | Yes | Yes | Yes |
| Annual review session | No | No | Yes |
| Written summary available | No | No | Yes |