Transparent subscription pricing explained
Our financial planning subscription is offered at a flat rate of $250 per month. This fee covers ongoing access to analytical reviews, personal consultations, and direct communication with our team. There are no hidden charges, commissions, or long-term contracts. You may cancel at any time, and service is billed monthly. All advice is tailored to your individual circumstances, and results may vary. Service is available to individuals and professionals across Australia, with strict adherence to regulatory standards and confidentiality.
Meet our team
Olivia Chen
Lead Advisor
Olivia brings over 12 years of experience in financial consulting with a focus on practical, client-centered solutions.
James Patel
Client Relations
James ensures each client receives prompt, attentive service and clear communication every step of the way.
Mia Kavanagh
Compliance Officer
Mia oversees all regulatory adherence, making sure our services meet Australian standards and safeguard your information.
Our process for subscribers
Olivia Chen
Lead Advisor
"We believe in providing clear, ongoing financial guidance tailored to each client's needs. Our process is designed to offer flexibility, transparency, and reliable support."
Week 1
Initial consultation
Start with a meeting to discuss your goals, questions, and current circumstances. We gather key information to tailor our service.
Week 2
Analytical review
Our team conducts a detailed analysis of your situation and prepares a summary report for your review.
Week 3
Follow-up consultation
We review findings with you and discuss potential next steps. Adjustments are made based on your feedback.
Ongoing
Continuous support
You have access to our team for ongoing consultations, planning reviews, and answers to new questions as they arise.
Choose your subscription plan
Simple, transparent pricing for ongoing financial planning support
Standard Subscription
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Ongoing consultations included
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Analytical financial reviews
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Direct advisor access
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No long-term contract
Professional Plus
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Priority response times
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Advanced summary reports
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Extended support hours
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All standard features
Premium Care
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Dedicated advisor
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Comprehensive documentation
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Annual compliance review
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All plus features
Compare subscription options
| Features | Standard | Professional Plus | Premium Care |
|---|---|---|---|
| Ongoing consultations included | Yes | Yes | Yes |
| Analytical financial reviews | Yes | Yes | Yes |
| Direct advisor access | Yes | Yes | Yes |
| Priority response times | No | Yes | Yes |
| Comprehensive documentation | No | No | Yes |