Transparent subscription pricing at $250 per month
Our subscription offers ongoing financial planning support for a fixed monthly fee. No setup charges, no hidden extras—just practical guidance and clarity for your needs. Results may vary based on individual circumstances.
Meet your advisors
Professional, accredited, and client-focused
Sarah Benson
Senior Advisor
Degree
Bachelor of Commerce, University of Sydney
Accredited Australian advisor with a focus on transparency and practical guidance.
Experience
Skills
Approach
Certificates
Mark Chen
Consulting Planner
Degree
Master of Financial Planning, Monash University
Experienced in analytical reviews and client-focused financial planning for Australians.
Experience
Skills
Approach
Certificates
Helen McCarthy
Client Advisor
Degree
Diploma of Financial Services, RMIT University
Dedicated to providing open communication and practical advice for every client.
Experience
Skills
Approach
Certificates
Jayden Singh
Financial Specialist
Degree
Bachelor of Business, UNSW Sydney
Specialises in practical, ongoing support and analytical review sessions for clients.
Experience
Skills
Approach
Certificates
How your subscription works
From signup to ongoing support, our process is simple: subscribe, set up your account, schedule sessions, and receive continual guidance from our accredited advisors. Results may vary based on your circumstances.
Subscribe online
Confirm your details
Schedule consultations
Meet your advisor
Ongoing support
Our subscription plans
Choose the plan that best suits your ongoing financial planning needs—no hidden fees or lock-in contracts.
Standard Subscription
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Ongoing consultations included
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Analytical reviews monthly
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No setup or exit fees
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Australian accredited advisors
Partner Subscription
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Consultations for two clients
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Joint analytical reviews
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No setup or exit fees
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Flexible scheduling
Family Subscription
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Consultation for family unit
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Group review sessions
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No setup or exit fees
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Personalised advice
Compare plans simply
Understand how our subscription stands out from alternatives
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Australian accredited team
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Flexible session scheduling
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PlanDirect
Package-based pricing
Fixed monthly pricing
Simple, predictable costs
Australian accredited team
Registered local advisors
No commissions or upselling
No sales pressure ever
Flexible session scheduling
Book at your convenience