Transparent subscription pricing explained

Our financial planning subscription is $250 per month and includes regular advisor consultations, analytical reviews, and practical guidance. There are no hidden fees or product commissions. The monthly fee is billed automatically. You may cancel at any time before your next billing cycle. All services comply with Australian financial regulations, and your privacy is protected. Results may vary. Past performance doesn't guarantee future results. For full details, see our FAQs or contact our team.

Advisor showing subscription pricing details

Meet your advisory team

Our team provides ongoing support and practical guidance for every client.

Emma Chen

Emma Chen

Lead Advisor

12 years
Sydney

Areas

Consultations Analysis Compliance Support

Emma brings over a decade of experience in financial planning, focusing on analytical reviews and personal consultations.

Client trust

Consistently high client ratings

Compliance leader

Maintains regulatory standards

Mark Evans

Mark Evans

Senior Advisor

9 years
Melbourne

Areas

Consultations Analysis Ethics Support

Mark is dedicated to providing clear, unbiased advice and practical recommendations for each client.

Practical focus

Delivers actionable guidance

Client feedback

Strong satisfaction scores

Priya Desai

Priya Desai

Client Support

7 years
Brisbane

Areas

Support Communication Analysis Compliance

Priya ensures clients receive timely support and accurate information throughout their subscription.

Support excellence

Prompt client responses

Privacy focus

Protects client data

Tom Wilson

Tom Wilson

Advisor

5 years
Perth

Areas

Consultations Analysis Support Compliance

Tom offers practical advice and strives to make financial planning accessible to every client.

Consistent support

Reliable monthly check-ins

Ethical service

Upholds best practices

How the subscription works

Our process ensures you receive ongoing, practical guidance and consistent support every month.

1

Initial consultation

Start with a one-on-one meeting to discuss your current situation and outline your goals. Your advisor will explain the subscription process and answer any questions you may have.

Typically takes about 30–45 minutes.

30–45 minutes
2

Ongoing monthly support

Each month, you’ll have access to scheduled consultations and analytical reviews tailored to your needs. Our team is available to clarify recommendations or address questions as they arise.

Recurring, as scheduled by you and your advisor.

Monthly
3

Transparent billing and cancellation

Your $250 fee is billed monthly with no additional charges. If you wish to cancel, notify us before your next billing cycle—your service will continue until the end of the current period.

Simple, straightforward process.

Monthly or as needed

Choose your subscription plan

Simple, transparent pricing with no hidden fees or commissions.

Most popular

Standard Plan

Regular consultations and reviews included

A$250.00
month
  • Ongoing advisor access
  • Monthly analytical reviews
  • Personalised recommendations
  • Australian privacy compliance

Essentials Plan

Core support with practical advice

A$250.00
month
  • Advisor consultations
  • Support team access
  • Transparent billing
  • Regulatory compliance

Premium Plan

Priority response and tailored reviews

A$250.00
month
  • Priority advisor response
  • Detailed monthly reviews
  • Consultation flexibility
  • Privacy and security focus

All plans are billed monthly and can be cancelled at any time before the next billing cycle. Results may vary.

Plan comparison

Features anokephyavi Other firms
Transparent monthly fee
Unbiased consultations
No product sales
Australian compliance
Ongoing advisor access