Simple, ongoing subscription pricing
Clear fee. No surprises.
Our subscription model offers you full transparency—a $250/month plan that covers ongoing professional sessions, plan reviews, and flexible support. What you see is what you get: straightforward pricing, continuous guidance, and adaptable consultation, ready when you need it most.
Meet our team
Friendly, skilled planning partners
Olivia Brennan
Lead Planner
Education
Master in Commerce, Monash University
With over a decade of varied experience, Olivia brings a practical, approachable touch to every client conversation.
Experience
Skills
Methods used
Certifications
Ethan Jacobs
Client Success Specialist
Education
Bachelor in Business, University of Adelaide
Ethan creates a welcoming experience and handles each account with detail and reliability gained from years in client-focused roles.
Experience
Skills
Methods used
Certifications
Rachel Singh
Planning Partner
Education
Master in Applied Finance, RMIT University
Rachel’s strength is turning complex needs into practical solutions, always approachable and thorough in every session.
Experience
Skills
Methods used
Certifications
Ben Gallagher
Client Coordinator
Education
Bachelor in Economics, University of Sydney
Ben ensures every consultation runs smoothly and manages communication flow with care gained from extensive planning support experience.
Experience
Skills
Methods used
Certifications
How our subscription process works
Experience a clear path from your first enquiry to regular check-ins, always with transparency and care.
Start with a personal introduction call
Our first call is about getting to know your situation and answering questions—no rushed decisions or pressure.
Start your planning on your terms, when you’re ready.
Subscription and onboarding session
Once you subscribe, we schedule your first session. We go through your needs step by step and explain how support works.
You’ll always understand the process before we proceed.
Regular monthly planning sessions
Meet your planning partner each month for a review, ensuring your approach remains practical and relevant.
Consistent guidance with a personal touch.
Ongoing adjustments and support
If things change, your plan adapts. We make updates together, discussing options in a clear, approachable way.
No long-term contracts. Support as you need it.
Simple pricing for ongoing planning
A single $250 monthly fee covers all sessions, reviews, and continual support—no setup or cancellation charges.
Pause subscription
Put your service on hold if needed, with clear terms and no penalty fees.
- Temporary suspension available
- No charges during a pause
- Restart whenever ready
- Full access resumes on renewal
Monthly subscription plan
Ongoing monthly sessions, ongoing support, plan reviews included.
- Dedicated monthly session included
- Regular review and on-demand updates
- No setup or hidden fees, just $250/mo
- Adaptive support as your life changes
- Transparent cancellation any time
Tailored consultation add-on
Extra session or review beyond your monthly plan, as needed.
- Available for active subscribers
- Book additional reviews anytime
- No contract; one-off cost applies
- Ideal for complex life events
What to know
Monthly charge: AUD $250, billed each calendar month in advance.
No contract binding—you may change, pause, or cancel whenever necessary.
Payment accepted by major cards and direct debit only.
Important information
All support is subject to availability and scheduled in advance.
Results may vary, and we do not provide investment advice.
Compare our subscription features
| Features | Monthly subscription | Consultation add-on | Paused plan |
|---|---|---|---|
| Monthly session included | Yes | No | No |
| Regular reviews and updates | Yes | Yes | No |
| Support for life changes | Yes | Yes | No |
| Flexible pause option | Yes | No | Yes |
| Transparent fee structure | Yes | Yes | Yes |