Predictable Pricing for Planning

Our subscription offers ongoing access to professional planners for $250 per month. There are no commissions, referral fees, or product sales—just practical, unbiased guidance tailored to your needs. All plan adjustments, check-ins, and communications are included. You can cancel anytime without penalties or hidden costs. APR rates, fees, and terms are always clearly explained before you subscribe. Results may vary. Past performance doesn't guarantee future outcomes.

Meet Our Team

Australian professionals dedicated to your needs

Emily Carter at office desk

Emily Carter

Senior Planner

1
12 Years experience
Client consultations

Master of Financial Planning University of Sydney

Sydney Advisory Group

Key skills

Communication
Analysis
Empathy

Methods used

Analytical reviews
Personalised consultations

Achievements

Awarded for service excellence

Long-term client retention

Certifications

Certified Financial Planner (CFP)
Diploma of Financial Services

Emily brings more than a decade of experience supporting clients with practical, tailored planning. She values honesty and builds strong relationships over time.

Emily leads with integrity and ensures each client receives guidance that fits their unique situation. She’s known for her clear communication and commitment to practical outcomes, making her an asset to the team.

Ahmed Khan in team meeting

Ahmed Khan

Planning Specialist

2
7 Years experience
Plan adjustments

Bachelor of Commerce Monash University

Melbourne Planners

Key skills

Problem solving
Listening
Adaptability

Methods used

Regular check-ins
Needs-based reviews

Achievements

Positive client feedback

Efficient plan updates

Certifications

Registered Financial Adviser
Professional Year Program

Ahmed has supported individuals and families with adaptable plans for over seven years. He emphasises transparency and ongoing support.

Ahmed is dedicated to building lasting relationships and ensuring clients feel secure as their needs change. He’s approachable and proactive, focusing on reliable communication and ongoing support.

Sophie Nguyen at office table

Sophie Nguyen

Client Relationships Lead

3
9 Years experience
Client onboarding

Diploma of Business Administration TAFE NSW

Brisbane Consulting

Key skills

Organisation
Client focus
Efficiency

Methods used

Onboarding processes
Ongoing communication

Achievements

Streamlined onboarding system

Consistently positive reviews

Certifications

Client Service Certificate
Communication Skills Diploma

Sophie ensures clear, friendly communication and smooth onboarding. With a background in administration, she delivers consistent support to new and existing clients.

Sophie’s focus is on making every client feel welcome from their first day. She supports the entire process, ensuring a positive experience and clear communication at every step.

Luke Brown helping client

Luke Brown

Support Coordinator

4
4 Years experience
Client support

Certificate in Customer Engagement RMIT University

Perth Solutions

Key skills

Responsiveness
Attention to detail
Teamwork

Methods used

Prompt responses
Client follow-ups

Achievements

High satisfaction ratings

Effective scheduling

Certifications

Customer Service Certificate
Time Management Award

Luke manages client queries and ensures smooth scheduling. His background in customer support brings a helpful approach to every interaction.

Luke’s commitment to prompt, helpful service keeps our process running smoothly. He’s approachable and always ready to assist, making support easy for every client.

Our Subscription Process

We keep things simple—just a few steps to ongoing support, with clear pricing and no surprises. Here’s how our service works from start to finish.

1

Initial Consultation Call

Discuss your needs, priorities, and how our subscription can help.

Your Goals

Understand your specific situation and objectives.

What We Do

Our planner meets with you to learn about your goals, clarify expectations, and explain our service in detail. All your questions are answered before you subscribe.

How We Do It

We use a friendly, direct approach—no jargon, just clear explanations. We listen to your concerns and adapt our advice to your needs.

Tools Used

Secure video, phone, or in-person meeting options.

Expected Results

Summary of your goals, service overview, and next steps.

30-60 minutes
Senior Planner
2

Subscription Set-Up

Start your monthly subscription and complete onboarding.

Your Goals

Ensure a smooth transition and clear understanding of terms.

What We Do

We guide you through the process, confirm your details, and explain how communication works. Payment and contract terms are reviewed together.

How We Do It

Our onboarding team walks you through each step. We keep everything transparent and straightforward.

Tools Used

Online forms, secure payment system, contract review.

Expected Results

Welcome pack, planner contact details, payment confirmation.

1-2 business days
Client Relationships Lead
3

Ongoing Planning Support

Receive regular check-ins, updates, and plan adjustments as needed.

Your Goals

Maintain a plan that fits your changing needs.

What We Do

We schedule periodic reviews and provide updates whenever circumstances change. All support is included in your subscription.

How We Do It

Communication is proactive—by phone, email, or meeting. We focus on real-time support, not just annual reviews.

Tools Used

Secure messaging, calendar scheduling, update summaries.

Expected Results

Updated plan documents, summary of changes, support hotline.

Ongoing
Planning Specialist
4

Review and Adjust

We check in with you regularly to ensure everything stays on track.

Your Goals

Keep your plan effective and relevant.

What We Do

We encourage feedback and make adjustments as your needs evolve. No extra charge for updates or additional support.

How We Do It

Open communication channels and regular feedback sessions.

Tools Used

Feedback surveys, one-on-one meetings, email follow-ups.

Expected Results

Plan update confirmation, feedback summary, next review date.

Every 3-6 months
Support Coordinator

Subscription Pricing

One flat rate, no commissions

Most Popular

Standard

Ongoing guidance, monthly check-ins

$ 250 /per month

Flat monthly fee

  • Ongoing access to planners
  • Regular plan reviews
  • No commissions or product sales
  • Plan adjustments included
  • Clear contract terms

Starter

Access basics, easy onboarding

$ 250 /per month

Simple monthly rate

  • Direct planner contact
  • Onboarding support
  • No commissions
  • Flexible communication
  • Transparent pricing

Plus

Extra support, priority responses

$ 250 /per month

All-inclusive fee

  • Priority support
  • All plan features
  • Dedicated contact
  • No hidden fees
  • Quick response time

How We Compare

Features paradrinexis other providers
Ongoing Access Included
Transparent Monthly Pricing
No Commissions Ever
Regular Plan Adjustments
Australian-Based Team
All Communication Covered