Transparent pricing that fits you
Our $250 per month subscription gives you ongoing access to professional financial planning consultations, with all terms and fees clearly explained upfront.
Ongoing access
Monthly consultations are included in your fee.
No hidden fees
All subscription terms are fully transparent.
Meet our experienced advisors
Our team is dedicated to providing clear, practical financial planning support every month.
Jordan Evans
Master of Finance Melbourne University
15 years total "Financial planning"
Harris Consultants
Certifications:
Methods:
Key skills:
Achievements:
Awarded top planner 2023
Published in industry journals
Client retention over 90%
Developed new review processes
Jordan brings over 15 years of expertise in strategic planning and client support.
Chloe Martin
Bachelor of Commerce University of Sydney
10 years total "Strategic planning"
Green & Co.
Certifications:
Methods:
Key skills:
Achievements:
Recognised for client satisfaction
Keynote speaker, FPA event
Mentored junior advisors
Built strong client relationships
Chloe offers thoughtful, tailored advice and supports clients as they navigate complex decisions.
Samuel Lee
MBA, Business Administration Monash University
12 years total "Client services"
BlueSky Partners
Certifications:
Methods:
Key skills:
Achievements:
Streamlined client onboarding
Improved satisfaction scores
Expanded client support hours
Implemented new feedback tools
Samuel is committed to ensuring every client receives prompt, personalised service.
Emily Wright
Bachelor of Business Queensland University
5 years total "Financial research"
Parker Advisory
Certifications:
Methods:
Key skills:
Achievements:
Improved documentation systems
Recognised for accuracy
Assisted in client onboarding
Received staff commendation
Emily supports clients with research and ensures each plan is tailored to specific needs.
How our subscription works
Jordan Evans
Senior Financial Planner
"Our streamlined subscription model means you always know what to expect, with professional advice available when you need it most. We focus on transparency, practicality, and making sure every client feels supported throughout their planning journey."
Initial enquiry
Submit your request
Contact us by filling in the enquiry form or calling our office. We will review your information and reach out promptly.
Within 1 business day
Introductory call
A team member will contact you to discuss your financial planning needs and answer any initial questions you may have.
Week 1
First consultation
Meet your dedicated advisor for a personalised planning session. We review your current situation and discuss your goals.
Ongoing
Monthly check-ins
Your advisor will schedule regular meetings to review your progress, update your plan, and provide ongoing support.
Choose your subscription plan
All plans include monthly consultations and ongoing support. No hidden fees or long-term commitments.
Monthly subscription
Ongoing access to financial planning support and consultations.
- Monthly consultation with your advisor
- Personalised support and guidance
- Transparent monthly fee, no hidden charges
- Adjust or cancel your subscription anytime
Annual subscription
Full year of monthly consultations and support at a discounted rate.
- Monthly consultations for 12 months
- Personalised planning and reviews
- Save compared to monthly plan
- Annual billing, easy renewal
Consultation only
One-time financial planning session with no ongoing commitment.
- Single session with a financial advisor
- Personalised recommendations included
- No ongoing support or follow-up
- No subscription required
More about our pricing
All plans include professional financial planning consultations.
No investment advice, portfolio management or tax services provided.
Results may vary depending on personal circumstances.
Important notices
Results may vary for each client.
No refunds or result guarantees are offered.
Compare our service
How we stack up against others