Subscription financial planning pricing
Transparent, all-inclusive service
Our subscription model provides ongoing access to professional financial planning for $250 per month. This fee covers all consultations, monthly reviews, and direct communication—no hidden costs or commissions. Results may vary by individual circumstances.
Meet our planning team
Experienced, ethical, and client-focused professionals
James Reed
Principal Planner
Expertise
James leads the team with a commitment to clear, ethical advice. He believes in ongoing support and transparent communication.
CFP Certified
Holds top industry certification.
Ethics Award
Recognised for ethical practice.
Linda Ng
Senior Planner
Expertise
Linda’s focus is building strong, trusting client relationships. She is dedicated to ongoing, practical support for every subscriber.
Client Service Award
Noted for excellent communication.
Community Presenter
Active in financial education.
Greg Baker
Associate Planner
Expertise
Greg supports clients with timely, actionable advice in a clear, approachable manner.
Team Recognition
Praised for collaborative work.
Service Excellence
Consistently positive feedback.
Anita Patel
Planner
Expertise
Anita is passionate about helping clients feel confident in their planning decisions. She values transparency and ongoing support.
Young Planner Award
Recognised for early achievement.
Client Focus Award
Known for personal approach.
How the subscription process works
Our approach is structured, transparent, and designed for ongoing support. Each step ensures you receive timely, practical guidance from experienced professionals.
Initial enquiry and introduction
Understand your needs
We begin by discussing your situation, clarifying your goals, and determining if the subscription service fits your requirements. All information is kept confidential and handled professionally.
Clear communication
You receive a transparent overview of the process.
Confidentiality
Your information is protected at every stage.
Secure signup and onboarding
Register your subscription
Our team guides you through a secure registration process, explaining the monthly $250 fee and confirming all details. You receive a welcome pack outlining how to access your planner and schedule sessions.
Transparent fees
No hidden charges or surprise costs.
Flexible scheduling
Book sessions at your convenience.
Ongoing planning sessions
Monthly consultations
Each month, you meet with your planner to review your situation, discuss new questions, and adjust your approach as needed. Additional support is available between sessions by request.
Regular reviews
Keep your planning current and relevant.
Direct access
Communicate directly with your planner.
Continuous support and review
Adjust as life changes
Your subscription includes ongoing support, so you can update your planning whenever your circumstances change. We encourage communication and are always available for guidance.
Responsive advice
Guidance adapts to your evolving needs.
Ethical focus
Advice is always in your interest.
Subscription packages
Simple, all-inclusive pricing for ongoing planning support
Standard
Monthly subscription for all planning services
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Monthly consultations included
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Direct planner communication
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All reviews covered
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No hidden costs or fees
Couples
Subscription for two, shared sessions included
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Joint consultations monthly
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Personal planner access
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Flexible session scheduling
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All-inclusive, no extra charges
Family
Up to four family members covered
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Group planning sessions
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Direct access to planners
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All reviews and updates included
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Fixed monthly rate, no surprises
How we compare
Review our offer against other planning services
gruanerioloino
Subscription, transparent pricing
Monthly planning sessions
Regular access to a dedicated planner
Transparent pricing
No hidden costs or extra fees
Direct communication
Contact your planner anytime
No commissions
Advice is not sales-driven
Traditional firm
Session-based, variable pricing
Monthly planning sessions
Regular access to a dedicated planner
Transparent pricing
No hidden costs or extra fees
Direct communication
Contact your planner anytime
No commissions
Advice is not sales-driven
Online service
Flat fee, limited access
Monthly planning sessions
Regular access to a dedicated planner
Transparent pricing
No hidden costs or extra fees
Direct communication
Contact your planner anytime
No commissions
Advice is not sales-driven