Subscription Financial Planning Pricing
One monthly fee of $250 covers ongoing consultations and analytical reviews—no hidden charges or cancellation penalties. Results may vary.
Years of experience
Advisors
Clients
Meet Our Team
Professional, experienced advisors supporting your planning needs
Emily Turner
Senior Advisor
Expertise
Emily brings broad experience in regulatory compliance and analytical reviews, ensuring each client receives tailored guidance.
Daniel Wong
Financial Planner
Expertise
Daniel specialises in crafting adaptable plans and supporting clients through change while maintaining strong privacy standards.
Sophie Evans
Client Service Lead
Expertise
Sophie manages client communications, ensuring every subscriber receives prompt and thorough assistance.
Michael O'Brien
Analytical Consultant
Expertise
Michael delivers in-depth analytical reviews and adapts plans to support clients in dynamic situations.
How Our Subscription Works
A straightforward, transparent process designed to provide ongoing, value-driven financial planning through monthly consultations and analytical reviews.
Initial Consultation and Onboarding
We begin with a discovery session to understand your financial situation, priorities, and preferences. This helps us tailor our approach to your needs.
Our Goal
Clarify your needs and set planning objectives.
What We Do
Gather relevant information, discuss your goals, and outline the subscription process. We answer your questions and explain our compliance commitments.
How We Do It
Use secure communication channels and structured interviews to capture accurate details while ensuring privacy.
Tools We Use
Secure forms, encrypted communication, compliance checklists
Expected Results
Personalised planning summary and confirmation of your subscription.
Analytical Review and Consultation
We conduct a thorough analytical review to provide actionable insights and recommendations, followed by a one-on-one consultation.
Our Goal
Deliver clear, practical guidance based on your evolving situation.
What We Do
Review your information, analyse relevant scenarios, and prepare for your scheduled consultation. We answer your questions and provide support.
How We Do It
Apply analytical tools, review your data, and hold a confidential consultation to discuss outcomes.
Tools We Use
Analytical software, secure communication, reporting templates
Expected Results
Analytical review report and action items for next steps.
Ongoing Support and Adjustments
Your subscription includes regular check-ins and updates to ensure your planning remains aligned with your current circumstances.
Our Goal
Maintain relevance and provide responsive support.
What We Do
Monitor your situation, schedule periodic consultations, and make adjustments as necessary. We remain available for questions between sessions.
How We Do It
Track your progress, communicate updates, and coordinate changes with your advisor.
Tools We Use
Scheduling platform, secure messaging, status tracking
Expected Results
Ongoing support notes and updated planning documents.
Annual Review and Feedback
Each year, we conduct a comprehensive review of your planning progress and invite your feedback to refine our service.
Our Goal
Ensure continued satisfaction and regulatory compliance.
What We Do
Assess all progress, collect your input, and update the planning process as needed. We invite feedback to improve the subscription experience.
How We Do It
Structured review meetings and secure feedback channels.
Tools We Use
Review templates, compliance checklists, feedback forms
Expected Results
Annual review report and summary of improvements.
Choose Your Plan
Simple, transparent subscription pricing
Standard
All consultations, reviews, and support included in one monthly fee.
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Scheduled consultations
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Analytical reviews
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Ongoing support
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No cancellation fees
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Secure data handling
Plus
Includes all Standard features plus priority scheduling and extended consultations.
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Priority scheduling
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Extended consultations
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All Standard features
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No cancellation fees
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Secure data handling
Premium
All Plus features, annual review session, and dedicated service manager.
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Annual review session
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Dedicated service manager
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All Plus features
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No cancellation fees
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Secure data handling
How We Compare to Others
See how our transparent subscription stands apart from traditional planning services