Transparent subscription pricing explained
Understand exactly what you receive each month with clear fees and terms—no ambiguity or hidden costs.
Ethical approach
All advice is compliant with Australian regulations.
Clear agreements
All terms, fees, and cancellation policies shared upfront.
Meet our advisory team
Experienced, qualified advisors focused on your needs.
Emily Carter
Lead Advisor
Core skills
Emily specialises in providing ongoing financial consultations with a focus on transparency and professionalism. She ensures every client receives clear, actionable guidance.
Regulatory compliance
Consistently meets all standards
Client satisfaction
High retention rates
Marcus Lee
Senior Consultant
Core skills
Marcus is known for analytical reviews and adapting financial plans as client needs change. He prioritises open communication and ethical standards.
Client referrals
Strong referral network
Process improvement
Enhanced efficiency
Helen Murphy
Client Advisor
Core skills
Helen offers ongoing personal support and ensures clients receive timely, relevant advice. Her organisational skills keep client plans up to date.
Process reliability
Improved review cycle
Positive feedback
Consistent praise
David Chen
Planning Specialist
Core skills
David excels in adapting plans to clients’ changing circumstances and communicating complex information clearly.
Adaptability
Responsive planning
Ethical practice
Maintains high standards
How our process works
Simple, transparent steps from initial consultation to ongoing monthly support.
Initial consultation setup
Schedule a meeting to discuss your current circumstances and planning needs.
No obligation—just a professional conversation.
Personalised plan creation
Your advisor develops a tailored action plan based on your goals and situation.
You receive a detailed outline with clear next steps.
Monthly review sessions
Each month, review progress and update recommendations as needed.
Stay informed and supported as your needs evolve.
Ongoing support access
Contact your advisor anytime for guidance between scheduled sessions.
Prompt responses to your questions or changes.
Subscription and service pricing
All fees, terms, and service inclusions are transparent and clearly outlined below.
Important information
Results may vary
Monthly subscription
Includes ongoing consultations, monthly reviews, and advisor access.
GST included
- Monthly professional consultations
- Regular plan reviews and updates
- Direct advisor access
- No hidden fees or contracts
Family plan
Designed for families seeking ongoing collaborative guidance.
GST included
- Joint consultations for families
- Flexible review scheduling
- Advisor support for all members
- No extra hidden charges
Premium access
Priority scheduling and extended consultation hours available.
GST included
- Priority appointment booking
- Extended hours for consultations
- Monthly detailed reporting
- Dedicated senior advisor
Additional services
Annual plan review
Comprehensive yearly review and update of your entire plan.
A$300.00
GST included in all prices
Special consultation
Book extra, off-cycle consultations as needed.
A$250.00
GST included in all prices
Payment details
Accepted payment methods
- Credit card
- Bank transfer
Subscription payment terms
- Monthly payment in advance required
- No long-term contract—cancel anytime
APR not applicable to this subscription model
Australian Financial Services License
How our subscription compares
| Feature | Our Service | Competitor A | Competitor B |
|---|---|---|---|
| Fixed monthly fee | |||
| Direct advisor access | |||
| Australian compliance focus | |||
| Regular plan reviews | |||
| No hidden fees | |||
| Family plans available |