Subscription Pricing and What’s Included
Your $250 monthly subscription covers all standard consultations and ongoing analytical reviews. There are no hidden or variable fees—terms and inclusions are clearly explained before you subscribe.
Alex Martin
Founder, principal planner
Our Professional Team
Meet the planners and consultants dedicated to your ongoing support.
Alex Martin
Principal Planner
Key Skills
Founder of the practice, Alex leads planning reviews and ensures regulatory compliance.
Emily Tan
Client Consultant
Key Skills
Emily specialises in clear, practical support and tailored client solutions.
David Wilson
Compliance Lead
Key Skills
David ensures all processes stay aligned with Australian requirements.
Sophie Papas
Analytical Specialist
Key Skills
Sophie’s focus is on analytical reviews and practical recommendations.
How Our Subscription Works
Simple steps for ongoing access
Initial Conversation
Your relationship begins with a consultation to understand your goals and context.
Analytical Review
Every month includes a detailed review of your financial plan and new insights.
Tailored Consultation
Access ongoing advice targeting your evolving circumstances and priorities.
Ongoing Support
Consistent, month-by-month access with simple termination terms if needed.
Pricing Plans
All plans cover ongoing consultations
Monthly
Covers all standard reviews plus ongoing consultations every month.
- Analytical review included
- Personal consultation included
- Australian compliance
- No hidden charges
Quarterly
Pay once per quarter for uninterrupted access to all planning benefits.
- Analytical review each month
- Consultations during quarter
- Priority scheduling
- Australian-based support
Annual
Best for long-term planning with stable costs and uninterrupted service year-round.
- 12 months of service
- All reviews and consultations
- Yearly fee stability
- Australian compliance
How Our Subscription Compares
Key differences you should know