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
Senior Planner
Master of Financial Planning University of Sydney
Sydney Advisory Group
Key skills
Methods used
Achievements
Awarded for service excellence
Long-term client retention
Certifications
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
Planning Specialist
Bachelor of Commerce Monash University
Melbourne Planners
Key skills
Methods used
Achievements
Positive client feedback
Efficient plan updates
Certifications
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
Client Relationships Lead
Diploma of Business Administration TAFE NSW
Brisbane Consulting
Key skills
Methods used
Achievements
Streamlined onboarding system
Consistently positive reviews
Certifications
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
Support Coordinator
Certificate in Customer Engagement RMIT University
Perth Solutions
Key skills
Methods used
Achievements
High satisfaction ratings
Effective scheduling
Certifications
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.
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.
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.
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.
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.
Subscription Pricing
One flat rate, no commissions
Standard
Ongoing guidance, monthly check-ins
Flat monthly fee
Starter
Access basics, easy onboarding
Simple monthly rate
Plus
Extra support, priority responses
All-inclusive fee
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 |