Simple monthly subscription
No hidden fees, just transparent planning
Our $250/month subscription provides ongoing access to a dedicated planner, regular consultations, and clear communication. Everything is included—no setup or cancellation fees. All payments are processed securely, and you can cancel any time. Results may vary.
Meet your planning team
Our experienced planners are dedicated to providing clear, practical support for all subscribers.
Emma Williams
Lead Planner
Skills
Emma oversees client plans and ensures every member receives tailored guidance.
Industry award
Recognised for client care
Innovative
Developed new process
James Lee
Senior Planner
Skills
James brings analytical expertise and a personal approach to every consultation.
Team leader
Led planning team
Growth
Drove client base
Priya Sharma
Planner
Skills
Priya ensures all clients feel supported and informed throughout their subscription.
Client praise
High satisfaction
Certified
Accredited planner
Liam Brown
Planner
Skills
Liam is known for clear explanations and reliable follow-up with clients.
On time
Quick responses
Trusted
Positive feedback
How it works
Sign up online
Complete a simple online form to start your monthly subscription. No paperwork needed.
Meet your planner
You’ll be paired with a dedicated planner who will arrange your first consultation.
Ongoing consultations
Schedule regular sessions to review your situation and receive tailored advice.
Continuous support
Contact your planner any time for clarifications or new questions as your needs change.
Subscription plan details
Transparent $250 monthly fee. No setup or cancellation fees. All consultations included.
Important information
Results may vary.
Standard subscription
Ongoing access to your dedicated planner with regular consultations.
GST included
- Monthly consultations included
- Email and phone support
- Personalised recommendations
- No setup or exit fees
Couples subscription
Joint planning for two members. Share consultations and support.
GST included
- Joint consultations
- Shared support
- Personalised advice
- Flexible scheduling
Family subscription
Planning for families, up to four members. Includes group consultations.
GST included
- Family consultations
- Group support
- Flexible appointments
- Personalised assistance
Additional services
Annual review session
In-depth yearly review with your planner to assess progress and update recommendations.
A$300.00
GST included
Special project consultation
Book a focused session for major decisions or one-off planning needs.
A$325.00
GST included
Payment details
Accepted payment methods
- Visa
- Mastercard
Payment terms
- Monthly payments are due in advance.
- No refunds are provided for unused services.
APR: 0% fixed, GST included in all fees.
Australian Financial Services Licence
Compare our subscription options
| Features | Standard plan | Couples plan | Family plan |
|---|---|---|---|
| Monthly consultations included | Yes | Yes | Yes |
| Dedicated planner access | Yes | Yes | Yes |
| Support channels: email/phone | Yes | Yes | Yes |
| Flexible appointments | No | Yes | Yes |