Monthly subscription: transparent pricing
Experience ongoing financial planning with clear, flat rates, covering reviews, consultations, and analytical feedback.
Years’ expertise
Experts
Clients
Meet our dedicated planning team
Daniel Mason
Principal Advisor
Daniel leads the team, combining analytical expertise with more than a decade’s experience in consultative planning, ensuring every client receives expert insight.
Priya Ko
Client Manager
Priya ensures clients’ questions and needs are addressed quickly, facilitating smooth communication and proactive support throughout the subscription process.
Jared Leung
Support Specialist
Jared specializes in making technical analysis approachable and offers personalized support for ongoing plan reviews and feedback.
How our subscription planning works
Our process is structured around transparency, consistent communication, and adaptability. Each stage focuses on your needs and offers regular feedback—so you stay informed, supported, and confident.
Onboarding and information gathering
Analysis and initial review
First plan development
Review and feedback session
Quarterly ongoing reviews
Explore subscription pricing options
Standard
Regular reviews and support
A$250.00
month
- Ongoing consultations included
- Quarterly reviews scheduled
- All communication secured
- No commissions or surprise fees
Professional
Enhanced touchpoints and feedback
A$295.00
month
- Priority support access
- Monthly feedback updates
- Dedicated plan manager
- No extra or hidden charges
Executive
Maximum support and flexibility
A$350.00
month
- On-demand planning sessions
- Immediate communication
- Biweekly plan check-ins
- All services under one fee
All prices are inclusive of GST and reflect the entire scope of ongoing analytical reviews, consultations, and support. Results may vary.
How we compare
What sets us apart from other providers