Discover Our Subscription Financial Planning
Our service provides ongoing access to analytical reviews and professional consultations for a fixed monthly fee of $250. No hidden charges—just clear, predictable pricing for dependable financial planning support. We prioritise transparency, compliance, and client satisfaction with each subscription.
Monthly Fee
Satisfaction Rate
Years Experience
Meet Our Expert Team
Our Australian-based professionals deliver consistent, analytical guidance for your planning needs.
Sophie Taylor
Lead Planner
Expertise
Sophie leads subscription planning with a focus on compliance, clarity, and actionable advice.
Skills
Liam O’Connor
Senior Consultant
Expertise
Liam provides analytical reviews and supports clients with practical, informed recommendations.
Skills
Priya Sharma
Client Support
Expertise
Priya ensures prompt responses and compliance with privacy requirements for all subscribers.
Skills
Benjamin Wright
Market Analyst
Expertise
Benjamin provides research and data-driven analysis to enhance the quality of our planning service.
Skills
How Our Subscription Process Works
Your path to consistent financial planning is straightforward and transparent, supported by our expert team every step of the way.
Initial Consultation (Week 1)
Meet Your Planner
Start with a detailed conversation to discuss your goals, current situation, and key questions. This session sets the foundation for your ongoing plan.
Complete on time
Average response
Plan Review (Week 2)
Comprehensive Analysis
Your planner reviews your information and prepares an analytical overview, identifying opportunities and potential adjustments.
Reviewed within week
Data security
Ongoing Support (Monthly)
Regular Consultations
Monthly sessions provide updates, answer new questions, and ensure your plan remains aligned with your objectives and any changes.
Monthly reviews
Client satisfaction
Continuous Optimisation
Adapt and Improve
Your plan is updated as your needs evolve, with clear documentation and ongoing access to our team for further support.
Quarterly updates
Annual growth
Transparent Subscription Pricing
One flat fee for ongoing financial planning and support—no surprises, just clarity.
Important Pricing Information
Results may vary
Standard Subscription
Ongoing access to reviews and consultations for a single monthly fee.
GST included
- Monthly plan reviews
- Direct planner access
- No long-term contract
- Australian compliance
Team Subscription
Designed for organisations needing support for multiple team members.
GST included
- Up to 3 user accounts
- Monthly planning sessions
- Priority support
- No setup fee
Premium Subscription
Extra sessions and priority scheduling for those needing greater flexibility.
GST included
- Two extra consultations
- Priority booking
- Quarterly market review
- Dedicated support contact
Payment Information
Accepted Payment Methods
- Visa
- Mastercard
- Bank Transfer
Payment Terms
- Monthly fee billed at the start of each period
- GST included in all charges
APR equivalent: not applicable to this service
Australian Financial Services License
Compare Subscription Options
See how our service stacks up against others in the market
marqolentaiv
Transparent monthly subscription
Monthly plan reviews
Routine review sessions included
Direct planner access
Speak with a planner each month
Transparent pricing
No hidden fees or charges
Australian compliance
Meets local legal standards
PlanPro
Variable fee, limited sessions
Monthly plan reviews
Routine review sessions included
Direct planner access
Speak with a planner each month
Transparent pricing
No hidden fees or charges
Australian compliance
Meets local legal standards
FinancePath
Higher price, extra charges
Monthly plan reviews
Routine review sessions included
Direct planner access
Speak with a planner each month
Transparent pricing
No hidden fees or charges
Australian compliance
Meets local legal standards