Subscription Pricing
At a Glance

The initial consultation is designed to help you get acquainted with our team and understand the structure of your ongoing subscription. During this session, we discuss your objectives, outline our analytical approach, and answer any questions you may have regarding the $250 monthly fee. We also provide all relevant terms, including APR rates and compliance information, ensuring complete transparency. This step is essential for building trust and setting the foundation for future engagement.

In this stage, we conduct a thorough analysis of your financial landscape. Our focus is on understanding your goals, reviewing documentation, and identifying opportunities for improvement. The review is guided by your input and includes an explanation of how our service operates on an ongoing basis. We provide insights based on analytical consultation, not generic templates, and clarify any ongoing terms or fees. All discussions are confidential and compliant with Australian regulations.

Each month, you’ll participate in a scheduled session with your advisor. These meetings serve to monitor progress, address new questions, and adapt recommendations as circumstances evolve. The process is collaborative—your feedback is encouraged. The $250 monthly fee covers all these sessions, with no hidden charges. You’ll also receive written summaries and have access to your advisor between sessions for clarification as needed.

Once a year, we conduct a comprehensive review of your financial planning journey. This includes an analytical assessment of achievements, challenges, and any regulatory changes that may impact your approach. The annual review is included in your subscription fee and is an opportunity to realign your objectives and ensure your plan remains relevant. Adjustments are discussed openly, with all terms and costs clearly communicated.