Subscription-Based Planning, One Simple Monthly Fee
Our planning subscription offers continuous access for one transparent monthly fee. For $250 AUD per month, you receive unlimited scheduling of consultations, ongoing support from qualified professionals, and simple, clear contract terms. There are no sign-up fees, cancellation penalties, or hidden costs. All terms and conditions are provided clearly before you subscribe. Results may vary. Past performance doesn't guarantee future results.
Monthly Fee
Sign-Up Fees
Penalty Fees
Meet Our Planning Professionals
Experienced, credentialed, and focused on transparent, ongoing support for our subscribers
Michael Turner
Master of Financial Planning University of Sydney
10 years "Personal Planning"
BrightPath Advisory
Certifications:
Methods:
Key Skills:
Awards:
250+ clients supported
Presented at national conferences
Led team expansion
Developed service protocols
Brings over 10 years’ experience in financial planning.
Jessica Lin
Bachelor of Commerce Monash University
8 years "Advisory Services"
FutureWise Group
Certifications:
Methods:
Key Skills:
Awards:
Developed scheduling portal
High client satisfaction
200+ consultations
Internal training leader
Expert in ongoing planning support and client communication.
Andrew Singh
Diploma of Financial Services TAFE NSW
7 years "Client Relations"
Integrity Finance
Certifications:
Methods:
Key Skills:
Awards:
Enhanced client feedback system
Team process trainer
Facilitated 100+ client reviews
Streamlined communication
Focuses on client experience and effective team support.
Emily Nguyen
Bachelor of Business University of Melbourne
4 years "Planning Research"
NextStep Advisory
Certifications:
Methods:
Key Skills:
Awards:
Research project leader
Improved compliance rate
Recognised for accuracy
Assisted in 150+ projects
Focused on research, compliance, and client communication.
How Our Subscription Process Works
Simple steps to start your ongoing planning support with full transparency and no hidden costs
Select Your Subscription
Choose the subscription option that best fits your needs. Review all terms and fees before proceeding with your sign-up to ensure clarity.
All pricing, terms, and service conditions are clearly outlined for your review prior to commitment.
Complete the Agreement
Fill in your details and review the agreement. All contract terms are straightforward and written in plain language.
You’ll have the opportunity to read and accept our terms, including cancellation and fee details.
Schedule Your First Session
Access our online portal to book your initial consultation. Choose a convenient time that fits your schedule.
Our team will confirm your session and provide guidance on next steps.
Receive Ongoing Support
Enjoy continuous access to our professional team for planning consultations as your needs change.
You can schedule follow-up sessions or reach out for advice at any time, all included in your subscription.
Subscription Pricing
Choose the plan that fits your ongoing planning needs
Standard
Ongoing consultations, transparent monthly fee
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Unlimited planning sessions
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Certified professional team
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No hidden fees ever
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Transparent contract terms
Flexible
Same benefits with option to pause subscription
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Pause anytime, no penalty
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All planning features included
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Direct access to team
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Complete transparency
Family
Joint access for partners or family members
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Joint consultations allowed
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Share subscription access
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All sessions included
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Transparent family pricing
Why Choose Us
Comparing our subscription with traditional services