Transparent subscription pricing
Financial planning with no hidden costs or commissions
Our subscription is $250 per month, billed monthly, and includes all consultations and ongoing support. There are no extra fees or commissions. You may cancel anytime without penalty. APR is not applicable as this is a service fee, not a loan.
Meet our team
Experienced professionals dedicated to supporting your planning goals.
Sarah Evans
Lead Adviser
Core skills
Sarah brings extensive experience in guiding clients through complex planning decisions with clarity and empathy.
Michael Lee
Senior Planner
Expertise
Michael is known for his thorough approach and client-first mindset, ensuring every plan is tailored to individual needs.
Emily Tran
Client Services
Strengths
Emily ensures smooth communication and timely follow-ups, making every client feel supported and informed.
David Chen
Operations Manager
Key skills
David oversees all operational aspects, focusing on quality service delivery and ongoing improvement.
How our subscription service works
We guide you through an easy, three-step process: introduction, discovery, and ongoing support. Every step is designed for clarity, transparency, and your peace of mind.
Schedule an introduction call
Contact us to arrange your first, no-obligation conversation with our team.
During this initial call, we'll discuss your goals, expectations, and how our subscription can best support you. You'll have the opportunity to ask any questions about our process or pricing.
Share your planning priorities
Let us know what matters most so we can tailor our approach to your needs.
This stage involves sharing relevant information and outlining your objectives. Together, we align our service to your situation for a truly personalised experience.
Start ongoing consultations
Regular meetings and updates to keep your planning on track, month by month.
You'll receive ongoing advice and support, with flexibility to revisit your focus as needed. All included within your subscription, with no additional fees.
How our subscription service works
We guide you through an easy, three-step process: introduction, discovery, and ongoing support. Every step is designed for clarity, transparency, and your peace of mind.
Subscription plans
Simple, all-inclusive monthly fee
Standard
Full access to consultations, updates, and support—no extra fees or commissions.
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Personalised consultations
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Ongoing support
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Secure digital access
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Transparent pricing
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Flexible engagement
Couple
Subscription for two, covering joint consultations and support under one plan.
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Joint consultations
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Shared access
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All Standard features
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Flexible appointment times
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No hidden fees
Family
Support for families—includes joint planning for up to four members under one account.
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Family consultations
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Multiple user access
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All Standard features
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Dedicated support
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Transparent monthly fee
How our service compares
| Feature | Our Service | Competitor A | Competitor B |
|---|---|---|---|
| Transparent monthly fee | |||
| No commissions or product sales | |||
| Ongoing expert consultations | |||
| Flexible cancellation | |||
| Secure online access |