Simple subscription planning fee
Pay $250 per month for unlimited access to professional financial planning consultations and ongoing guidance. No hidden charges—just transparent pricing and clear service terms.
Fixed monthly fee
Your fee stays the same—$250 per month, always.
Unlimited consultations
Get advice as often as you need, without extra costs.
Meet our team
Samantha Lee
Lead Advisor
Samantha has over a decade of experience in financial planning, specialising in client-focused advice and ongoing support.
David Harris
Planning Specialist
David provides practical, actionable guidance to clients and ensures our planning stays adaptable and relevant.
Emily Tran
Client Support
Emily supports clients with their enquiries and helps coordinate regular reviews and follow-up sessions.
How our planning process works
Our subscription model is designed for simplicity, clarity, and continual improvement. Here’s what to expect at each stage of your journey.
Week 1: Getting started
Initial consultation
We begin with a conversation to understand your goals, current situation, and preferences. This helps us tailor our approach right from the start. Expect a welcoming, judgement-free environment.
Personal review
Your needs are discussed in detail.
Trust established
We build a strong working relationship.
Weeks 2-3: Analysis
Review and assessment
Our team reviews your information and prepares tailored recommendations. We remain available for questions and explain everything clearly before moving forward.
Transparent pricing
No surprises in costs or service.
Clear explanations
Every step is explained simply.
Ongoing: Monthly reviews
Continual support
We regularly check in, review your circumstances, and update our advice. You have ongoing access to our team for questions or changes.
Flexible planning
Your plan evolves with you.
Support always
Advice is just a call or email away.
Anytime: Adjustments
Life changes support
As your needs or the market shift, we adapt your plan accordingly. Our flexible subscription ensures you’re never left behind.
Immediate response
Fast answers to new questions.
Professional advice
Guidance whenever circumstances change.
Subscription pricing options
Choose the plan that fits your needs—simple, transparent, and cost-effective
Standard
Ongoing support and regular consultations included
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Unlimited consultations monthly
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Personalised recommendations
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Monthly plan reviews
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Transparent $250 fee
Couple
Designed for two, with shared planning reviews
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Consultations for both partners
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Joint plan reviews monthly
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Personalised guidance
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Fixed price for couples
Business owner
Support tailored for small business planning
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Business and personal guidance
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Flexible meeting times
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Ongoing support
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Clear, fixed monthly fee
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Regular business reviews
How we compare with traditional services
See why our subscription model offers ongoing value and simplicity