Transparent subscription pricing for planning
$250 per month
Our subscription offers consistent support for a fixed monthly fee. You’ll receive regular reviews, consultations, and ongoing communication—no commissions, hidden costs, or additional charges. Stay focused on your goals with clarity and confidence.
Meet your planning team
Experienced, local professionals ready to guide you through every step of your financial journey.
Jessica Wong
Bachelor of Commerce (Finance) University of Sydney
12 years "Long-term planning"
Future Advisory Group
Certifications:
Methods:
Key skills:
Achievements:
2023 Planner of the Year
Featured in Moneywise AU
Client Satisfaction Award
Published in Financial Review
Over a decade of experience supporting Australian clients with tailored advice.
Michael Patel
Bachelor of Business (Economics) Monash University
9 years "Strategic planning"
Advisory Partners
Certifications:
Methods:
Key skills:
Achievements:
2022 Rising Star Award
Client Trust Award
Speaker at FinPlan Expo
Published in Finance AU
Guiding clients with clarity and care, Michael brings strategic thinking to every plan.
Olivia Nguyen
Diploma of Financial Services TAFE NSW
7 years "Client support"
Harbor Advisors
Certifications:
Methods:
Key skills:
Achievements:
Client Service Award
Team Leadership Award
2024 Rising Star
Recognised by FPA
Ensuring a smooth experience, Olivia supports clients every step of the way.
Daniel Smith
Bachelor of Economics UNSW Sydney
4 years "Plan implementation"
NextGen Planning
Certifications:
Methods:
Key skills:
Achievements:
2024 Best New Associate
Client Service Nominee
Process Innovation Award
Team Recognition
Daniel brings a fresh perspective and energetic problem-solving to the team.
How our subscription works
A clear, step-by-step process for ongoing planning and support.
Initial discovery meeting
We begin with a conversation to understand your needs and objectives.
This sets the stage for a tailored planning journey.
Plan development and review
Our team prepares a detailed plan based on your goals and situation.
You receive recommendations built around your priorities.
Monthly progress check-ins
Regular follow-ups ensure your plan stays on track and adapts to changes.
All included in your monthly subscription fee.
Continuous plan updates
As your life evolves, we adjust your plan to keep it relevant.
Ongoing updates are part of your subscription.
Subscription plans
Choose the plan that fits your needs
Standard
Core planning, monthly reviews, and ongoing support for individuals and couples.
- Monthly check-ins
- Unlimited consultations
- Annual plan review
- No commissions
Plus
Includes all Standard features, plus priority scheduling and extra plan reviews.
- Priority appointments
- Increased plan reviews
- Full support access
- No hidden charges
Premium
Personalised service with enhanced availability for complex planning needs.
- Dedicated planner
- Extended consultations
- Evening availability
- Full service suite
Compare our subscription plans
| Feature | Standard | Plus | Premium |
|---|---|---|---|
| Monthly check-ins | |||
| Unlimited consultations | |||
| No commissions | |||
| Annual plan review | |||
| Priority appointments | |||
| Dedicated planner |