Simple Subscription Pricing for Planning
One flat monthly fee gives you ongoing access to qualified financial advisors and secure support.
All-Inclusive
No hidden fees or setup costs—pay a single price each month.
Direct Access
Easily contact your advisor when you need guidance or support.
Meet Our Professional Team
Daniel Lee
Lead Advisor
Daniel brings over 15 years of financial planning experience in Australia. He is dedicated to providing clear, practical advice and building long-term client relationships.
Samantha Wright
Senior Consultant
Samantha specialises in personalised planning and values open communication. She ensures every client receives attentive, tailored guidance.
Michael Chen
Client Support
Michael focuses on providing responsive support and smooth onboarding. He helps clients navigate the platform and schedule consultations with ease.
How to Get Started
Follow these steps to begin your subscription
Submit Your Enquiry Online
Fill out our online form to share your needs and preferences with our team.
No payment is required until your subscription begins.
Advisor Introduction Call
You’ll be matched with a financial advisor and invited to an initial phone consultation.
This is your opportunity to ask questions and learn about the process.
Subscription Activation
If you’re ready to proceed, activate your subscription and access the secure portal.
Monthly billing begins only after your activation.
Regular Check-Ins Begin
Start receiving ongoing advice, support, and document review from your advisor.
You can cancel your subscription at any time.
Subscription Pricing Plans
Choose a plan that suits your ongoing planning needs
Standard
Ongoing planning and support
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Qualified Australian advisor
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Secure online portal access
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Unlimited messaging
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Regular consultations
Family
Support for two family members
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Includes two adult users
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Shared document access
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Personalised advice
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Secure messaging
Professional
Business owner and contractor focus
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Tailored business support
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Flexible scheduling
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Compliance guidance
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Direct phone access
All plans feature secure access, transparent pricing, and regular advisor check-ins.
How Our Subscription Compares
| Feature | Our Service | Competitor A | Competitor B |
|---|---|---|---|
| Flat Monthly Fee | |||
| ASIC Registered Advisors | |||
| Secure Online Portal | |||
| No Commissions or Sales | |||
| Unlimited Messaging |