Learn more about our pricing plans
Our subscription-based financial planning offers a straightforward fee of $250 per month. This includes all consultations, ongoing support, and analytical reviews. With no hidden fees or lock-in contracts, you get practical advice and flexibility to adjust your plan as your needs change.
Meet our expert team
Our professionals bring years of advisory experience and dedication to every client.
Rachel Evans
Senior Advisor
Specialisation
Financial planning
Key skills
Rachel combines analytical skills with a practical, supportive approach for every client. She ensures advice aligns with changing circumstances.
Liam Chen
Financial Consultant
Specialisation
Client support
Key skills
Liam is known for his clear explanations and focus on client satisfaction. He brings a calm, analytical presence to every session.
Emily Carter
Planning Specialist
Specialisation
Market analysis
Key skills
Emily’s strength is in market analysis and adapting plans to suit individual needs. Clients appreciate her attention to detail and approachability.
Mark Taylor
Client Advisor
Specialisation
Session planning
Key skills
Mark’s background in client relations and flexible scheduling ensures you always have access to timely support.
How the subscription process works
Simple steps to start your ongoing financial planning support
Initial consultation session
Meet with an advisor to discuss your needs, circumstances, and goals. We tailor our approach from the first meeting.
No obligation and no upfront fees required.
Subscription activation
Once you’re comfortable, activate your $250/month subscription to access consultations and analytical reviews.
Clear agreement, no hidden charges, cancel anytime.
Ongoing support and reviews
Access regular consultations, receive analytical reviews, and adjust your plan as your circumstances change.
Support is available as often as you need.
Flexible adjustments
Your plan evolves with you—schedule sessions, request reviews, or pause your subscription as needed.
Adapt your plan without penalties or restrictions.
Subscription pricing options
Transparent, simple subscription choices
Standard
All consultations, reviews, and support included in one monthly fee.
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Personalised consultations
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Analytical market reviews
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Ongoing support
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Flexible plan adjustments
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No contract commitment
Couple
Joint consultations and support for two clients under a single subscription plan.
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Joint sessions
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Personalised reviews
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All-inclusive support
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Flexible scheduling
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No lock-in contract
Family
Consultations and ongoing support for households, all under one simple subscription.
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Family consultations
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Comprehensive reviews
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Support for all members
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Plan adjustments
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Transparent pricing
How we compare
Subscription vs traditional planning