Simple, transparent subscription pricing
Our $250 per month subscription includes all ongoing financial planning consultations, reviews, and personal support. There are no additional fees, hidden charges, or service add-ons. You receive continuous, professional guidance and market analysis every month.
Meet our planners
Experienced professionals at your service
Alexandra Hart
Senior Planner
Master of Finance University of Sydney
BrightPath Advisory
Key skills
Methodologies
Achievements
Awarded Planner of the Year
Published in industry journals
Certifications
Alexandra brings over 15 years of industry experience. She specializes in personal finance and provides analytical reviews tailored to client needs.
Alexandra’s approach is rooted in understanding client priorities and adapting strategies as circumstances change. Her ongoing commitment ensures subscribers receive thoughtful, professional advice and support.
David Nguyen
Financial Planner
Bachelor of Commerce Monash University
Everwise Partners
Key skills
Methodologies
Achievements
Recognized for client satisfaction
Speaker at finance forums
Certifications
David’s expertise lies in resource allocation and ongoing client support. With 10 years in the field, he values transparent communication above all.
David works closely with subscribers to provide clear, actionable steps. He ensures that each client receives ongoing attention, with a focus on adapting plans as needs evolve.
Priya Singh
Planning Specialist
Graduate Diploma in Finance Australian National University
ClearView Consulting
Key skills
Methodologies
Achievements
Developed new review framework
Featured in finance podcasts
Certifications
Priya excels at translating complex market trends into relatable guidance. Her 8 years of experience enhance her client-focused, analytical reviews.
Priya’s ability to simplify trends for clients makes her a valued part of our team. She ensures each review and consultation is relevant and insightful.
Michael Lee
Client Relations Manager
Bachelor of Business University of Melbourne
Pathway Advisors
Key skills
Methodologies
Achievements
Improved client engagement
Streamlined support process
Certifications
Michael ensures smooth communication and client satisfaction. With 12 years in the industry, he manages ongoing support for all subscribers.
Michael is dedicated to making every client feel heard. He coordinates feedback and ensures our planning service continuously improves.
Our planning process
Initial consultation
We start with a conversation to learn about your priorities and current circumstances, setting the foundation for your financial plan.
Plan development
Your planner creates a tailored plan based on analytical reviews, ensuring it aligns with your needs and market insights.
Monthly reviews
Each month, we revisit your plan, address any changes, and refine strategies as your situation evolves.
Ongoing support
Subscribers can reach out anytime for clarification or to discuss adjustments, with all communication included in your fee.
Choose your plan
Simple pricing for ongoing support and consultation
Standard Subscription
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Monthly planner access
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All consultations included
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Market analysis reviews
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No hidden charges
Business Subscription
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Business-focused planning
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Team consultation access
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Analytical reviews monthly
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Transparent monthly fee
Premium Support
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Priority scheduling
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Detailed plan reviews
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Direct planner hotline
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Ongoing support included
Compare our subscription with others
| Feature | Our Service | Competitor 1 | Competitor 2 |
|---|---|---|---|
| All consultations included | |||
| Transparent monthly pricing | |||
| Market analysis provided | |||
| No hidden fees | |||
| Ongoing planner access |