Transparent financial planning pricing
Our $250 per month subscription gives you ongoing access to a dedicated planner, monthly sessions, and analytical reviews. There are no hidden costs or extra charges—just clear, ongoing support for your financial journey.
Meet our team
Expertise for your peace of mind
Alex Morgan
Lead Planner
Bachelor of Commerce University of Sydney
12 years "Financial planning"
Greenstone Group
Awarded Best Planner NSW
Recognised for client retention
With over 12 years of experience, Alex specialises in analytical reviews and provides practical consultations for subscribers.
Priya Patel
Senior Consultant
Master of Finance Monash University
10 years "Consultation"
BlueSky Advisors
Top client satisfaction award
Featured in industry journal
Priya delivers clear, actionable advice and supports ongoing client relationships with a focus on transparency.
Michael Chen
Client Support Specialist
Bachelor of Business RMIT University
7 years "Client service"
Harbour Consulting
High client satisfaction rating
Process improvement leader
Michael excels at ensuring a seamless experience for subscribers, responding to queries and facilitating smooth communication.
Emily Wright
Planning Associate
Bachelor of Economics University of Queensland
4 years "Financial support"
Metro Financial
Teamwork recognition award
Client care commendation
Emily brings enthusiasm and detail-oriented support to every client, helping with scheduling and follow-ups.
How it works
Your subscription process explained
Sign up online
Complete a simple online form to get started with your subscription.
Initial introduction call
Meet your planner and discuss your current needs and expectations.
Monthly planning session
Enjoy a scheduled session each month for ongoing guidance and support.
Ongoing support access
Contact your planner between sessions for advice and questions.
Choose your plan
Simple, transparent options
Monthly
Ongoing planning, monthly sessions, and direct support.
- Monthly consultations
- Direct planner access
- Analytical reviews
- No hidden fees
Quarterly
Prepay for three months and maintain full access to all features.
- Monthly consultations
- Direct planner access
- Analytical reviews
- No hidden fees
Annual
Get twelve months of service with a single payment and ongoing support.
- Monthly consultations
- Direct planner access
- Analytical reviews
- No hidden fees
Compare our approach
See how our subscription stands out