Simple, Transparent Pricing
Our subscription offers a clear monthly fee of $250. This includes direct access to planning specialists, ongoing consultations, and transparent service with no hidden charges or unexpected fees.
Our Experienced Team
Meet your planning specialists
Sophie Wallace
Lead Planner
Masters in Finance University of Sydney
12 years "regulatory compliance"
Future Wealth Group
Awarded top planner 2023
Recognised for ethical standards
Sophie brings over a decade of experience in financial planning. She specialises in regulatory compliance and ethical client service.
James Tran
Senior Consultant
Bachelor of Commerce Monash University
10 years "analytical reviews"
Insight Advisory
Client satisfaction award
Published industry articles
James has extensive experience in client-focused planning and analytical reviews. He is known for clear communication and practical guidance.
Emily Carter
Client Support Specialist
Diploma in Business TAFE NSW
6 years "client communications"
ServiceFirst
Excellence in service award
Initiated support improvements
Emily ensures smooth client communication and support. Her background in customer service brings a personal touch to every interaction.
Rajesh Kumar
Regulatory Specialist
Bachelor of Laws University of Melbourne
8 years "compliance management"
Legal Advisory AU
Compliance project leader
Developed audit protocols
Rajesh ensures our services adhere to the latest financial planning regulations. He has a keen eye for detail and a passion for compliance.
How Our Subscription Works
Our process is designed for clarity, transparency, and ongoing support from the first consultation to regular check-ins.
Initial Consultation Setup
After subscribing, you schedule your first session with a planning specialist. This meeting establishes your objectives and clarifies terms.
We’ll discuss your needs, answer questions, and outline how the ongoing service operates. You’ll receive clear documentation of all terms and fees.
Personalised Planning Sessions
Regular consultations are held to review your situation and offer tailored guidance. Sessions are flexible and focused on your evolving needs.
You’ll have the opportunity to ask questions and receive practical recommendations at each session. Scheduling is flexible to suit your availability.
Monthly Progress Updates
Every month, you receive a summary highlighting key outcomes, next steps, and any adjustments to your service.
Updates are provided in a clear, accessible format, ensuring you’re always informed about your planning process and any relevant changes.
Ongoing Support & Communication
Our support team is available for questions and assistance throughout your subscription. Communication is straightforward and timely.
Reach out at any time for help with your account, updates on your plan, or general enquiries. We prioritise prompt, respectful responses.
Choose Your Plan
Simple monthly options
Standard
Ongoing access to planning specialists, monthly updates, and transparent communication.
- Personalised consultations
- Monthly progress reports
- Direct access to specialists
- Transparent billing
Support
Focuses on enhanced ongoing communication and faster response times for your requests.
- Dedicated support
- Quicker response time
- Monthly summaries
- Ongoing access
Consult
Includes all Standard features with additional on-demand consultations for complex needs.
- All Standard plan features
- Extra consultation hours
- Priority scheduling
- Detailed analytical reviews
Compare Our Subscription Service
See how we differ from other financial planning options