Subscription pricing and details
Explore our transparent $250 per month subscription plan, designed to provide ongoing, professional financial planning with no hidden fees or extra charges.
Meet our planners
Experienced, accredited professionals ready to support you
Sophie Harris
Senior Planner
Bachelor of Commerce Sydney University
Bright Finance Group
Key skills
Methods
Awards
Award for client service excellence
Industry leadership recognition
Credentials
With over a decade of experience, Sophie brings clarity and empathy to each consultation, helping clients navigate complex decisions with ease.
Sophie is committed to providing tailored, practical advice that always puts the client's needs first. Her approach is collaborative and focused on building long-term relationships.
Daniel Nguyen
Planning Consultant
Master of Financial Planning UNSW Sydney
Focus Advisory
Key skills
Methods
Awards
Client care award
Efficiency improvement recognition
Credentials
Daniel specialises in ongoing support for a variety of client needs, delivering prompt, thorough responses and practical insights.
Daniel is known for his approachable, detailed style and ability to address changing needs promptly. Clients appreciate his dedication and reliability.
Amelia Brown
Financial Planner
Bachelor of Business Administration Monash University
Horizon Planning
Key skills
Methods
Awards
Recognition for client loyalty
Best practice award
Credentials
Amelia provides comprehensive reviews and clear explanations, ensuring clients feel confident in the decisions they make during each session.
Amelia excels at making complex topics accessible and guiding clients through their planning sessions with patience and clarity.
Liam Evans
Planning Associate
Bachelor of Economics University of Queensland
NextGen Advisors
Key skills
Methods
Awards
Teamwork excellence award
Project completion recognition
Credentials
Liam supports the team with analytical insights and helps clients prepare for reviews, ensuring all sessions are well-organised and productive.
Liam brings a detail-oriented approach to each session, ensuring both clients and team members have everything needed for productive planning.
How the subscription process works
Our process ensures you have ongoing access to professional guidance, clear documentation, and a friendly team, all included in your monthly fee.
Initial consultation and onboarding
Personalised planning session
Ongoing monthly reviews
Continuous support via multiple channels
Renewal and feedback collection
Subscription plans
Simple, transparent options for ongoing financial planning
Standard
Monthly subscription for ongoing support
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Monthly planning session
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Unlimited planner questions
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No hidden charges
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Accredited professionals
Review Only
Single monthly session with basic support
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Monthly session
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Basic support access
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Transparent pricing
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No additional fees
Comprehensive
All-inclusive monthly support package
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Monthly session and follow-ups
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All documentation included
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Direct planner access
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No extra costs
How we compare
See the difference between our subscription and other services
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