Transparent subscription pricing

Simple, all-inclusive planning for one flat monthly fee

Our monthly subscription is designed for clarity—$250 covers every session, with no extra costs or commissions. You’ll always know what you’re paying for.

Meet our planning team

Experienced advisers dedicated to ongoing client support

Alex Kim

Alex Kim

Lead Adviser

8 years
Sydney

Expertise

Consultation Analysis Resource review Client care

Alex specialises in ongoing client relationships and analytical reviews, providing calm and clear advice.

Client retention

98% annual rate

Certified adviser

FPA accredited

Rebecca Lee

Rebecca Lee

Senior Planner

10 years
Melbourne

Expertise

Strategy Communication Compliance Support

Rebecca brings a detail-focused approach to every session, ensuring clients feel informed and comfortable.

Client feedback

Top-rated adviser

Award winner

FAAA 2024

Michael Evans

Michael Evans

Adviser

12 years
Brisbane

Expertise

Guidance Review Planning Listening

Michael focuses on building trust and delivering straightforward, unbiased guidance for subscribers.

Trusted adviser

Long-term clients

Relationship focus

Personal touch

Priya Patel

Priya Patel

Client Service Manager

7 years
Perth

Expertise

Support Coordination Communication Organisation

Priya ensures smooth communication and timely follow-ups, making the subscription process seamless for clients.

Timely responses

Fast support

Teamwork award

2023 winner

How our subscription works

1

Sign up online

Complete our quick online form and choose your monthly subscription to get started immediately.

2

Meet your adviser

We match you with a dedicated adviser who will reach out to schedule your first session.

3

Monthly consultations

Enjoy regular, scheduled sessions to review your situation and discuss any changes or questions.

4

Ongoing support

Your adviser provides ongoing guidance, follow-up summaries, and answers to ensure you feel supported.

Financial planning subscription meeting

Choose your subscription plan

All plans include every session, follow-up, and support—no commissions or hidden fees

Most popular

Standard

Monthly sessions and ongoing support

A$250.00
/ per month
  • Monthly adviser meetings
  • Personalised session summaries
  • All follow-up support included
  • No commissions or hidden costs

Family

Sessions for couples or families

A$320.00
/ per month
  • Joint or family consultations
  • Monthly adviser meetings
  • Session summaries for all
  • No extra fees ever

Premium

Priority scheduling and reports

A$350.00
/ per month
  • Priority appointment booking
  • Detailed monthly reports
  • Dedicated support line
  • All standard features

Compare your options

See how our subscription stacks up against others in Australia

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arinaquaaerora

Transparent, ongoing planning

$250/mo

Flat monthly fee

One set fee, no surprises

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No sales commissions involved

Consistent adviser access

Same adviser each month

All follow-ups included

No extra charges for support

Traditional firm

Hourly or session pricing

$300/hr

Flat monthly fee

One set fee, no surprises

Unbiased consultations

No sales commissions involved

Consistent adviser access

Same adviser each month

All follow-ups included

No extra charges for support

Commission based

Adviser earns commission

Varies

Flat monthly fee

One set fee, no surprises

Unbiased consultations

No sales commissions involved

Consistent adviser access

Same adviser each month

All follow-ups included

No extra charges for support