Transparent pricing for planning
Our simple subscription model is $250 per month, which includes all meetings, plan reviews, and adviser access. No hidden charges or surprise fees—just clear, ongoing support.
Meet our team
Experienced and dedicated advisers
Sarah Mitchell
Senior Adviser
Education
Bachelor of Commerce, University of Sydney
Sarah brings 18 years of financial planning experience and a client-first approach.
Experience
Skills
Methods used
Certifications
Liam Johnson
Financial Adviser
Education
Diploma of Financial Planning, Monash University
Liam has 10 years of experience focusing on practical, ongoing planning for individuals.
Experience
Skills
Methods used
Certifications
Rachel Lee
Adviser
Education
Graduate Diploma, Finance, UNSW
Rachel’s expertise spans 7 years, with a focus on supporting clients through changing needs.
Experience
Skills
Methods used
Certifications
David Turner
Client Manager
Education
Business Management Degree, RMIT University
With 13 years in client management, David ensures every subscription runs smoothly and efficiently.
Experience
Skills
Methods used
Certifications
How our process works
Our subscription model keeps things simple, letting you focus on your priorities while we handle the planning and reviews. Each stage is designed for clarity, flexibility, and ongoing support.
Initial needs assessment session
We start with a detailed discussion to understand your situation and priorities. This sets the foundation for a tailored plan.
Our goal
Clarify your goals and gather relevant information.
What we do
Listen to your concerns, ask targeted questions, and identify your most important priorities.
How we do it
Facilitate an open conversation in a confidential setting, ensuring you feel comfortable sharing details.
Tools used
Video or phone call, secure document upload.
Expected results
Summary of needs and initial recommendations document.
Plan development and review
Your adviser designs a plan reflecting your current needs, then reviews it with you for feedback before finalising.
Our goal
Create a personalised plan that addresses your priorities.
What we do
Draft your plan, review options together, and explain recommendations clearly.
How we do it
Use straightforward language and visual summaries to ensure complete understanding.
Tools used
Planning software, visual charts, digital reports.
Expected results
Draft and final plan documents.
Monthly review and adjustment
Every month, your plan is reviewed and updated, keeping it relevant to your changing situation.
Our goal
Keep your plan current, actionable, and aligned with your goals.
What we do
Conduct monthly check-ins to discuss changes, answer questions, and update recommendations.
How we do it
Hold scheduled calls or video meetings. Provide written summaries after each review.
Tools used
Secure messaging, video meeting software.
Expected results
Monthly review summary and updated plan.
Ongoing support and communication
We’re available for questions or guidance as your situation changes, ensuring transparency and consistent care.
Our goal
Maintain open, ongoing communication and proactive support.
What we do
Respond promptly to your enquiries, provide updates, and ensure you feel supported at all times.
How we do it
Offer multiple communication channels and flexible scheduling for convenience.
Tools used
Email, phone, secure messaging.
Expected results
Ongoing support documentation and updates.
Subscription plans
Simple, flexible, all-inclusive
Standard
All essentials: monthly adviser access and plan reviews.
- Monthly adviser sessions
- Personalised recommendations
- Plan updates
- No hidden fees
Review Only
Monthly plan reviews and written recommendations only.
- Monthly plan review
- Written summary
- Secure messaging
- No extra charges
Full Support
Adviser access, plan reviews, and ongoing support included.
- Adviser contact
- Monthly review
- Flexible plan changes
- Comprehensive support
Compare our subscription plans
| Features | Standard Plan | Review Only Plan | Full Support Plan |
|---|---|---|---|
| Monthly adviser sessions | Yes | No | Yes |
| Written recommendations | Yes | Yes | Yes |
| Plan updates included | Yes | No | Yes |
| Direct adviser access | Yes | No | Yes |
| Flexible plan changes | Yes | No | Yes |