Simple Subscription Pricing for Planning
Our $250 per month subscription provides continuous financial planning and support, with no hidden fees or surprise charges. Everything is included—consultations, planning sessions, and communication. You can pause or cancel anytime, and your subscription is billed monthly. All terms comply with Australian financial guidelines. Results may vary depending on your personal situation and market conditions. We do not offer refunds or guarantee specific outcomes.
Meet Our Planning Experts
Experienced professionals focused on your financial clarity
Alex Morgan
Lead Planner
Expertise
Alex brings over a decade of experience in financial planning. He is known for providing clear, practical advice and upholding regulatory standards.
Award Nominee
Industry recognition received
Client Satisfaction
Consistent positive feedback
Priya Patel
Senior Consultant
Expertise
Priya’s background ensures clients receive thoughtful, ethical guidance. She adapts her approach to suit each individual’s needs.
Leadership Role
Led major projects
Compliance Record
Maintained excellent standards
James Wong
Planning Associate
Expertise
James excels in research and technology integration, supporting clients with up-to-date information and practical solutions.
Innovation Award
Recognised for process improvements
Client Reviews
Strong positive testimonials
Olivia Clark
Client Advisor
Expertise
Olivia is dedicated to client satisfaction, ensuring every question is answered thoroughly and every session is productive.
Top Advisor
High client retention
Training Leader
Mentored new staff
How the Subscription Process Works
A clear, step-by-step approach to your ongoing planning needs
Sign Up and Set Preferences
Start your subscription online and choose your preferences for session frequency and communication style.
You set the pace that works for you.
Initial Planning Session
Meet with your planner to discuss your current situation, goals, and any immediate questions. All information is kept confidential.
Receive a summary after each session.
Ongoing Monthly Consultations
Each month, access planning sessions and follow-ups as your needs develop. Ask questions anytime and receive timely responses.
No limits on the number of questions.
Flexible Pause or Cancel Option
Manage your subscription easily. Pause or cancel at any time with no penalties or hidden fees. Changes take effect from the next billing cycle.
All changes confirmed by email.
Our Subscription Plans
Choose the right option for you
Monthly
Billed monthly, includes all sessions and support.
- Unlimited consultations
- Monthly planning sessions
- Transparent pricing
- Australian compliance
Quarterly
Pay for three months upfront, all features included.
- Full monthly access
- Flexible scheduling
- No hidden fees
- Regulatory standards
Annual
Best value for ongoing planning and support.
- All sessions included
- Priority scheduling
- Dedicated advisor
- No additional cost
Compare Subscription Options
Transparent pricing and features compared clearly
areomelorelovnila
All-inclusive subscription service
Unlimited consultations
No cap on sessions or questions
Transparent pricing
No hidden costs or fees
Australian compliance
Aligned with regulations
Personalised planning
Tailored advice and sessions
Traditional Planner
Hourly or per-session pricing
Unlimited consultations
No cap on sessions or questions
Transparent pricing
No hidden costs or fees
Australian compliance
Aligned with regulations
Personalised planning
Tailored advice and sessions
Online Platform
Limited monthly contact
Unlimited consultations
No cap on sessions or questions
Transparent pricing
No hidden costs or fees
Australian compliance
Aligned with regulations
Personalised planning
Tailored advice and sessions