Transparent pricing for your planning subscription
Our $250/month subscription provides ongoing access to a qualified Australian advisor, regular plan reviews, and continuous support. There are no commissions, hidden fees, or additional charges—just a straightforward monthly payment. You can cancel anytime, and your subscription includes tailored consultations, clear service terms, and honest communication. Results may vary depending on your personal circumstances and decisions. We do not offer portfolio management or investment strategies, but focus on analytical reviews and personal guidance for your planning needs.
Meet our team
Australian professionals with years of planning experience
Sarah Williams
Financial advisor
Bachelor of Commerce University of Sydney
FuturePath Advisors
Key skills
Methodologies
Achievements
Awarded client service excellence
Led advisor training program
Certifications
Sarah brings over a decade of experience helping Australians navigate complex financial choices. She’s committed to direct, transparent service and ongoing client engagement.
Sarah’s approach is built on providing clarity and trustworthy advice. She maintains close relationships with clients, ensuring plans are updated as life evolves.
James Chen
Senior advisor
Master of Financial Planning Monash University
ClearPath Group
Key skills
Methodologies
Achievements
Industry peer recognition
Developed best-practice guides
Certifications
James has extensive experience in financial planning with a focus on transparency and ethical guidance. He specialises in adapting plans as clients’ needs shift.
James is dedicated to delivering reliable, up-to-date planning tailored to Australian clients. He values open dialogue and clear service expectations.
Priya Singh
Client services manager
Bachelor of Business Deakin University
FinanceCare Solutions
Key skills
Methodologies
Achievements
Received client feedback award
Streamlined onboarding process
Certifications
Priya coordinates our client experience, ensuring every subscription is smooth and all questions are answered promptly. She values clear communication and efficient processes.
Priya ensures that every client enjoys seamless onboarding and ongoing service. She is your go-to for any practical questions about your subscription.
David Brown
Planning specialist
Bachelor of Economics University of Melbourne
Insight Planners
Key skills
Methodologies
Achievements
Enhanced client review cycle
Published industry insights
Certifications
David’s expertise is in reviewing client plans and providing actionable, practical feedback. He is detail-oriented and focused on continuous improvement.
David’s role is to ensure that every client plan is thoroughly reviewed and that feedback is clear and actionable. He takes pride in supporting ongoing improvement.
How your subscription works step-by-step
Our process is designed for clarity, transparency, and ongoing support at every stage.
Start your subscription
Sign up online or contact us directly to begin your $250/month subscription. You’ll be paired with a qualified Australian advisor who matches your needs.
We confirm your details, answer questions, and set up your first consultation quickly.
Initial consultation
Meet your advisor for a comprehensive review. Discuss your current situation, goals, and any changes you want to make.
Your advisor listens, provides feedback, and outlines next steps for your plan.
Ongoing reviews
Each month, your advisor reviews your plan and updates it as your priorities evolve. You’ll receive timely guidance and answers to your questions.
We keep communication open so you always know where you stand.
Subscription pricing plans
Choose the plan that fits your need for clarity and ongoing support—always $250/month, no surprises.
Monthly subscription
Ongoing access to your advisor with all planning reviews included.
- Direct monthly access to a dedicated Australian advisor.
- All plan reviews and consultations included each month.
- Transparent, fixed monthly pricing—no extra charges.
- Cancel anytime with no penalties or hidden fees.
Quarterly consult plan
Four consultations per year with advisor support and review included.
- Quarterly meetings with your advisor for plan updates.
- Email support and follow-up included with each review.
- All fees included in the $250/month charge.
- Can be upgraded or cancelled any time.
Annual review plan
One annual comprehensive review with ongoing advisor communication.
- Annual in-depth review of your plan by a qualified advisor.
- Ongoing email access to your advisor throughout the year.
- Transparent billing at $250/month—no hidden costs.
- Cancel anytime with no penalties.
More about your fees
All subscriptions are billed monthly at $250. No setup fees, commissions, or cancellation charges apply.
Your payment covers every consultation, plan review, and communication with your advisor.
You can downgrade, upgrade, or cancel any plan at any time without penalties.
Important notes
Results may vary based on your personal situation and decisions.
We do not provide portfolio management or investment strategy services.
How we compare
Subscription planning versus traditional models