Transparent pricing for ongoing planning
Our subscription service is designed to keep things simple: $250 per month covers all planning consultations, monthly reviews, and direct advisor access. No commissions or hidden fees—just clear, consistent support tailored to your needs.
Meet our advisory team
Experienced professionals dedicated to your financial wellbeing
Our team brings together a wide range of experience in financial planning, analysis, and client support. Each advisor is committed to providing practical, unbiased guidance to help you make informed decisions at every stage.
We believe that collaboration, transparency, and ongoing learning are key to delivering value for every client.
Alex Fraser
Senior Advisor
Alex specialises in consultative planning and analytical reviews for clients.
With over 12 years in financial services, Alex is known for his ability to break down complex concepts and provide clear, practical advice.
“Consistent communication builds trust with every client.”
Top client satisfaction 2024
Samantha Lee
Lead Planner
Samantha leads collaborative planning sessions and monthly reviews.
Samantha’s 16 years in finance have equipped her to handle diverse scenarios and tailor guidance for each client’s needs.
“Understanding your priorities is the first step in effective planning.”
Recognised for transparent advice
David Nguyen
Client Relationship Manager
David ensures each subscriber receives timely responses and unbiased guidance.
David’s extensive experience in client management allows him to foster lasting relationships based on trust and responsiveness.
“Every client deserves clear answers and consistent care.”
Long-term client retention
Meet the people behind your support.
How our process works
We follow a structured approach designed for clarity, transparency, and ongoing support. From your first consultation to monthly reviews, our focus is on providing practical, neutral advice.
Initial consultation booking
Our process begins with a 30-minute call to discuss your goals and expectations.
During this session, we explore your current circumstances, challenges, and the type of support you’re seeking. This helps us understand how to tailor our advice and plan.
Customised plan development
We analyse your needs and develop a plan that focuses on practical outcomes.
This step includes reviewing available options, clarifying your preferences, and outlining a clear action plan. Our recommendations remain neutral and tailored for your situation.
Monthly review and updates
Receive regular monthly check-ins to ensure your plan remains relevant.
We discuss progress, address any changes, and provide new insights as your circumstances evolve. Continuous access to our advisors is included.
Ongoing support and communication
Direct communication with advisors for questions or updates at any time.
We offer flexible contact options and responsive support as part of your monthly subscription. Results may vary for each client.
How our process works
We follow a structured approach designed for clarity, transparency, and ongoing support. From your first consultation to monthly reviews, our focus is on providing practical, neutral advice.
Our pricing plans
Choose the simple subscription model that fits your planning needs
Monthly Subscription
Ongoing planning, reviews, and direct advisor access.
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Monthly consultations and reviews
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Direct access to advisors
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Analytical reviews included
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No commissions or product sales
Quarterly Review Plan
For those who prefer less frequent check-ins.
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Quarterly consultations and reviews
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Direct advisor communication
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Neutral, practical advice
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No commissions or hidden fees
Annual Planning Plan
Comprehensive yearly planning and monthly support.
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Annual planning session
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Monthly support included
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Unbiased, analytical reviews
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No product recommendations
$250/month covers all included services with no commissions or hidden fees.
Compare our approach
See how our subscription service differs from others in the market
orindavexalo
Flat fee, ongoing support
Transparent monthly fee
One simple, clear price each month
No commissions or sales
Advice only, never product-driven
Direct advisor access
Contact your advisor directly
Monthly reviews included
Ongoing check-ins at no extra cost
Standard Advisory
Complex fees, limited support
Transparent monthly fee
One simple, clear price each month
No commissions or sales
Advice only, never product-driven
Direct advisor access
Contact your advisor directly
Monthly reviews included
Ongoing check-ins at no extra cost
Traditional Planning
Hourly billing, add-ons
Transparent monthly fee
One simple, clear price each month
No commissions or sales
Advice only, never product-driven
Direct advisor access
Contact your advisor directly
Monthly reviews included
Ongoing check-ins at no extra cost