Transparent Subscription Pricing for Planning Services
Clear monthly fee
Our subscription is $250 per month, covering all professional consultations and ongoing support. There are no hidden fees or lock-in contracts. You can pause or cancel at any time with prior notice. Results may vary depending on your unique circumstances.
Results may vary depending on your situation.
Meet Our Planning Team
Experienced professionals dedicated to ongoing, client-focused service.
Samantha Lee
Senior Consultant
Focus Areas
Samantha is known for her proactive approach and her ability to adapt plans as clients’ needs evolve.
Top Consultant
Recognised for excellence
Client Favourite
Highly rated by clients
Samantha Lee
Senior Consultant
Focus Areas
Samantha is known for her proactive approach and her ability to adapt plans as clients’ needs evolve.
Top Consultant
Recognised for excellence
Client Favourite
Highly rated by clients
Liam Ng
Planning Specialist
Areas of Expertise
Liam’s analytical skills and clear communication style help clients stay informed and confident.
Service Excellence
Awarded for service
Team Leader
Leads our Melbourne team
Liam Ng
Planning Specialist
Areas of Expertise
Liam’s analytical skills and clear communication style help clients stay informed and confident.
Service Excellence
Awarded for service
Team Leader
Leads our Melbourne team
Jessica Evans
Client Advisor
Key Skills
Jessica is dedicated to providing ongoing support and makes planning accessible for all clients.
Trusted Advisor
Praised by clients
Certified Professional
Industry certified
Jessica Evans
Client Advisor
Key Skills
Jessica is dedicated to providing ongoing support and makes planning accessible for all clients.
Trusted Advisor
Praised by clients
Certified Professional
Industry certified
Daniel Wright
Consultant
Expertise
Daniel brings strategic insight and experience to support clients through various planning stages.
Strategic Planner
Known for insight
Reliable Support
Consistent service
Daniel Wright
Consultant
Expertise
Daniel brings strategic insight and experience to support clients through various planning stages.
Strategic Planner
Known for insight
Reliable Support
Consistent service
How Our Subscription Process Works
A simple, transparent process ensures you receive timely, relevant support every month. No hidden steps or unexpected costs.
Initial Consultation Scheduled
After subscribing, you book your first session at a time that fits your schedule. This meeting helps us understand your needs and set expectations.
We discuss your circumstances, goals, and outline our ongoing approach.
Personalised Planning Review
We conduct a thorough review, gathering details to tailor our recommendations for your situation. Clarity and transparency guide every step.
Your consultant explains the review process and answers any initial questions.
Regular Consultations Scheduled
You’ll have ongoing sessions to review progress, adjust plans, and address questions as your needs change.
Flexible booking allows you to adapt your schedule if circumstances shift.
Ongoing Support and Adjustments
Enjoy continuous access to our team, who proactively adjust your plan to keep it relevant and effective.
Contact us anytime for questions, and expect regular communication about updates.
Subscription Plan Options
Choose a monthly plan with clear fees and full access to consultations.
Standard Subscription
Full access to ongoing consultations and support every month.
- All consultations and support included for one monthly fee.
- Flexible scheduling for your convenience.
- Regular plan reviews and proactive advice.
- No lock-in contracts or cancellation fees.
Flexible Pause Option
Pause your subscription as needed with a simple notice and no penalty.
- Easily pause your subscription with advance notice.
- All support resumes when reactivated.
- No additional fees for pausing or restarting.
- Flexible scheduling upon return.
Family Subscription
Include immediate family members for joint consultations and support.
- Joint sessions for you and immediate family members.
- One predictable monthly fee for all included.
- Flexible scheduling for the group.
- Regular plan reviews for everyone.
Subscription Information
All plans are billed monthly and include GST where applicable.
You can pause or cancel any subscription with prior notice.
Consultations are tailored to your needs and circumstances.
Important Notices
Results may vary depending on your individual situation.
No refunds or guarantees of specific outcomes are provided.
Compare Our Service
See how we stand out