Simple Pricing for Subscribers
Transparent, all-inclusive monthly fee for ongoing financial planning.
Our subscription is $250 per month. This covers all monthly reviews, documentation, and planner access—no additional charges.
Meet Our Planning Team
Experienced, Australian-based professionals here to help.
Jamie Lee
Lead Planner
Expertise
Jamie brings a decade of financial planning experience and a commitment to practical solutions for every subscriber.
Skills
Industry Recognition
Awarded for compliance
Client Satisfaction
High client retention
Samantha Brown
Senior Planner
Expertise
Samantha is dedicated to clear communication and ensuring all documentation is accurate and timely for every client.
Skills
Privacy Leader
Led privacy initiatives
Excellence Award
Outstanding service
Tom Nguyen
Client Advisor
Expertise
Tom focuses on clear client communication and smooth onboarding for new subscribers.
Skills
Onboarding Success
Efficient onboarding
Team Player
Strong collaboration
Priya Singh
Compliance Specialist
Expertise
Priya ensures all planning and documentation meet Australian compliance standards for every subscription.
Skills
Compliance Award
Compliance excellence
Audit Success
Passed audits
How Our Subscription Works
A straightforward process designed for ongoing clarity, convenience, and regulatory compliance.
Sign Up and Onboarding
Begin by subscribing online. Our team will set up your profile and schedule your first review, ensuring all details are handled securely.
Setup takes 1–2 business days.
Monthly Review Meetings
Each month, we conduct a structured review of your plan. You’ll receive updated documentation and recommendations, all included in your subscription.
Ongoing, monthly basis.
Direct Access for Questions
You can reach out to our planners between reviews for clarification or general questions. Our team responds promptly to all subscriber enquiries.
Response within 1 business day.
Subscription Pricing Options
One straightforward plan, no hidden extras or surprise costs.
Standard Subscription
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Monthly plan reviews included
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Direct access to planners
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All documentation provided
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No hidden fees
Business Subscription
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Tailored business plan reviews
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Priority support channel
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Team onboarding assistance
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Compliance documentation
Partner Subscription
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Joint plan reviews
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Extended documentation
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Shared planner access
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Priority updates
How We Compare
See how our subscription stands against other options.
lositonara
Direct, ongoing planning
Monthly reviews
Structured, ongoing meetings
Direct planner access
Contact at any time
All documentation included
Updates every month
Transparent fee
No hidden charges
Traditional Firm
Annual consultation only
Monthly reviews
Structured, ongoing meetings
Direct planner access
Contact at any time
All documentation included
Updates every month
Transparent fee
No hidden charges
Pay-Per-Session
One-off session fee
Monthly reviews
Structured, ongoing meetings
Direct planner access
Contact at any time
All documentation included
Updates every month
Transparent fee
No hidden charges