Subscription pricing overview
One monthly fee, no hidden charges
Our subscription fee is $250 per month (AUD). This covers your ongoing plan reviews, consultations, and timely access to our team. APR rates do not apply to this service, and the plan can be updated or canceled in line with our terms. Every detail is explained before you join.
Meet your financial planning team
James Carter
Lead planner
James offers over a decade’s experience in financial consultation and ensures plans are practical and responsive for each client’s context.
Fiona Tran
Planning specialist
Fiona specializes in scenario mapping and adaptive approaches, helping clients understand options and navigate uncertainties together.
Simon Patel
Adviser
Simon focuses on analytical reviews, clarity, and communicating every term before clients proceed with their subscription.
How our subscription process works
A clear procedure designed to deliver ongoing value and transparency from day one
Book your first consultation
Your journey begins with an in-depth discovery session to identify your context, constraints, and core planning needs.
This meeting is often virtual and lasts about 60 minutes, led by a senior team member. All subscription details are provided.
Receive plan draft and adjust
Based on your input, our team prepares a tailored draft. You review and provide feedback before finalization.
We propose scenarios and explain any necessary trade-offs in clear terms. There is no obligation to proceed until you’re satisfied.
Set up your ongoing subscription
Following plan approval, formalize your subscription and direct access to your financial planning team begins.
No lock-in, and all terms outlined fully before joining. Cancel or update your subscription as your needs change.
Regular review and updates
Maintain continuous engagement, discuss life changes, and ensure planning stays on track through monthly sessions.
Sessions are typically scheduled every month but may be modified by mutual agreement. All changes documented transparently.
Transparent subscription fees
Straightforward monthly billing
Basic
Includes monthly reviews, planner access, and all listed features.
- One-on-one consultations
- Monthly plan updates
- Direct query responses
- No hidden charges
Plus
Our standard plan with scenario mapping and flexible review frequency.
- All Basic features
- Scenario analysis
- Annual plan summary
- Priority support
Pro
Designed for those needing intensive plan review or advanced scenario sessions.
- All Plus features
- Extra scenario sessions
- Comprehensive update reports
- Ongoing plan adjustments
Compare our subscription
What you get—clearly outlined