Simple monthly subscription pricing
Our $250/month subscription covers all regular planning sessions and ongoing support, with no hidden charges. You’ll always know what to expect, and you can adjust or cancel your subscription at any time.
Meet our planning team
Experienced, approachable, and here to help you plan with confidence.
Sophie Evans
Lead Planner
Expertise
Sophie brings a practical approach to every session, focusing on clarity and building lasting client relationships.
Key skills
Industry recognition
Recognised for excellence
Client satisfaction
Consistently positive feedback
Mark Tan
Senior Planner
Expertise
Mark is known for his careful listening and commitment to providing clear, actionable guidance to clients.
Key skills
Positive reviews
Client endorsements
Professional training
Advanced certifications
Emily Wright
Planner
Expertise
Emily’s approachable style helps clients feel at ease, making every session comfortable and productive.
Key skills
Client loyalty
Repeat clients
Service rating
High satisfaction
David White
Associate Planner
Expertise
David ensures clients feel supported by managing appointments and helping with follow-up questions.
Key skills
Teamwork award
Recognised by peers
New client growth
Increased engagement
Our subscription process steps
From signup to regular planning—what to expect at every stage
Sign up online
Complete a quick form to start your subscription with our planning team.
Our team will confirm your details promptly.
Meet your planner
You’re matched with a dedicated planner for an introductory session.
We’ll schedule at a time that suits you.
Monthly check-ins
Stay on track with regular, scheduled sessions and ongoing support.
Adjust your approach as your needs change.
Feedback and review
Share your thoughts so we can improve your experience together.
We value every client’s feedback.
Transparent subscription pricing
One monthly fee covers regular planning sessions and all support
Important information
Results may vary.
Standard subscription
Monthly access to a dedicated planner, all sessions included.
Inclusive of GST
- Dedicated planner access
- Monthly check-ins
- Ongoing guidance
- Flexible scheduling
Couple’s subscription
Share sessions and planning support with a partner or spouse.
Inclusive of GST
- Joint planner access
- Flexible meeting options
- Shared progress tracking
- Ongoing support
Family subscription
Planning sessions for families, including tailored advice for group needs.
Inclusive of GST
- Family planner access
- Group sessions
- Flexible scheduling
- Family progress reviews
Additional services
One-off session
Book a single session with a planner without a subscription commitment.
A$300.00
All prices inclusive of GST
Document review
Have key planning documents reviewed and discussed in detail.
A$250.00
All prices inclusive of GST
Payment information
Available payment methods
- Credit card
- Direct debit
Subscription terms
- Monthly payments are collected at the start of each billing cycle.
- You may cancel or change your subscription at any time.
Annual Percentage Rate (APR) is not applicable to this service.
Australian Financial Services License
How we compare
See how our subscription stands out from others in the field
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