Subscription pricing
at a glance
Our financial planning subscription offers clear, predictable pricing at $250 per month. This fee includes regularly scheduled consultations, comprehensive reviews, and ongoing support—there are no additional charges or hidden fees. The service is designed for transparency, making it straightforward to understand exactly what you receive for your monthly payment. Results may vary. Please note: Fees are billed monthly and can be discontinued at any time with appropriate notice, according to our terms.
Meet our professionals
Experienced advisors dedicated to ongoing support
Daniel Murray
Senior Advisor
Expertise
Daniel brings nearly two decades of experience supporting Australians with tailored financial guidance. He values transparency and practical solutions.
Longstanding experience
Proven industry record
Client recognition
Highly rated advisor
Sophie Lin
Client Advisor
Expertise
Sophie is known for her approachable style and dedication to client wellbeing. She ensures each session is productive and confidential.
Confidential service
Privacy prioritised
Positive feedback
Consistently praised
John Peterson
Consultant
Expertise
John’s extensive background in consulting brings reliability and practical advice. He is trusted by clients for his direct, honest approach.
Reliable advice
Consistent support
Trusted advisor
Long-term relationships
Emily Chen
Associate Advisor
Expertise
Emily is a detail-oriented advisor who focuses on understanding each client’s situation, ensuring clear communication and actionable recommendations.
Analytical skills
Insightful solutions
Client care
Empathetic service
How the subscription process works
Daniel Murray
Senior Advisor
"Building ongoing client relationships through reliable, transparent support is at the heart of what we do. Our subscription model makes it easier for Australians to access professional financial planning and adapt as their needs evolve. Results may vary."
Day 1
Initial consultation
We schedule your welcome session to discuss your current needs and outline the ongoing service structure.
Month 1
First review scheduled
After your initial session, we set up your first comprehensive review to establish a baseline and identify priorities.
Monthly
Regular consultations
Recurring sessions are held at intervals that suit you, providing ongoing guidance and updates as your situation changes.
Ongoing
Continuous support
You have year-round access to your advisor for questions and additional sessions when needed.
Subscription plans
Simple, transparent options
Standard
Ongoing monthly support plan
All-inclusive fee
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Scheduled consultations
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Comprehensive reviews
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Personalised advice
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Ongoing access
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Transparent pricing
Consultation
One-time session option
Single session fee
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One-on-one meeting
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Actionable recommendations
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Situation assessment
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No ongoing commitment
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Confidential service
Review
Periodic review-only plan
Review session fee
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Full situation review
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Recommendations
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No ongoing plan
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Privacy focused
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Flexible scheduling
How our subscription compares
See how our approach differs from traditional services