Pricing for ongoing financial support
Our subscription model is simple: pay $250 per month for ongoing access to professional financial planning. There are no hidden fees or additional charges. Each month, you receive regular consultations, tailored recommendations, and access to our team of local experts. We prioritise transparency and flexibility, making it easy to adjust your plan as your needs evolve. Results may vary. Past performance doesn't guarantee future results.
Meet your planning team
Alex Grant
Lead Financial Planner
Alex has over a decade of experience supporting Australians with financial planning. He values transparency, clear communication, and building long-term client relationships. Alex ensures every client receives thoughtful, tailored advice each month.
Lily Chen
Financial Consultant
Lily helps clients feel comfortable and confident in their financial decisions. Her approachable style and commitment to ongoing support make her a favourite among clients seeking regular, practical guidance.
Raj Patel
Client Support Specialist
Raj provides essential support and ensures all subscription clients have their questions answered quickly. He is known for his patience, thoroughness, and dedication to customer service.
How our subscription works
Alex Grant
Lead Financial Planner
"We believe that ongoing support and transparency help clients make better financial decisions. Our subscription keeps advice accessible and straightforward every month."
Month 1
Initial Consultation
Meet your advisor, discuss your circumstances, and set clear goals for your subscription.
Month 2
Personalised Review
Receive tailored analysis and recommendations based on your current financial situation.
Ongoing
Monthly Check-ins
Regularly review your plan, adjust recommendations, and address new questions or changes.
Anytime
Support Access
Contact your advisor whenever you need guidance or clarification about your plan.
Choose your plan
Simple, transparent pricing—one flat monthly fee, no hidden charges
Standard
Monthly consultations and support
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Monthly advisor check-in
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Personalised recommendations
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Australian-based support
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No extra fees
Premium
Extra consultations and updates
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Twice-monthly check-ins
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Priority booking
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Personalised reports
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Direct advisor messaging
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No setup fees
Support Plus
Flexible access for busy schedules
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Flexible scheduling
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Weekend consultations
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Ongoing support access
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No lock-in contracts
How we compare
See how our subscription stands out from others in Australia
caelonurivexi
Ongoing planning service
Monthly consultations
Regular advisor sessions
Personalised analysis
Tailored to your goals
Local advisors
Based in Australia
No hidden fees
Flat, predictable billing
Traditional Firm
Standard hourly billing
Monthly consultations
Regular advisor sessions
Personalised analysis
Tailored to your goals
Local advisors
Based in Australia
No hidden fees
Flat, predictable billing
Online Platform
Automated, limited advice
Monthly consultations
Regular advisor sessions
Personalised analysis
Tailored to your goals
Local advisors
Based in Australia
No hidden fees
Flat, predictable billing