Transparent Monthly Subscription Pricing
Our financial planning subscription is $250 per month, covering all consultations, reviews, and plan adjustments. There are no additional fees or hidden costs. We focus on providing clear value through ongoing personal support and transparent communication.
Meet Our Planning Team
Experienced, qualified professionals supporting your financial journey
Alexandra Chen
Master of Financial Planning University of Sydney
Over 10 years "Regulatory Compliance"
Southern Wealth Group
Certifications:
Methods:
Key Skills:
Achievements:
Led compliance on 100+ client plans
Awarded for client retention
Published in industry journals
Organised community finance seminars
Expert in Australian financial compliance and client communications.
Michael Evans
Bachelor of Commerce Monash University
Over 12 years "Client Support"
Harbour Advisory
Certifications:
Methods:
Key Skills:
Achievements:
Developed onboarding process
Recognised for service excellence
Improved client retention rates
Presented at local finance events
Specialist in ongoing support and subscription-based planning.
Priya Singh
Bachelor of Business (Finance) University of Melbourne
6 years "Plan Monitoring"
EastPoint Advisory
Certifications:
Methods:
Key Skills:
Achievements:
Enhanced compliance procedures
Streamlined reporting
Trained team in compliance updates
Received client praise
Focused on plan updates and regulatory monitoring for clients.
Daniel Harris
Bachelor of Economics ANU
8 years "Client Coordination"
Connective Planning
Certifications:
Methods:
Key Skills:
Achievements:
Managed 200+ client relationships
Reduced response times
Launched client feedback system
Recognised for communication skills
Coordinates client communications and ensures smooth plan delivery.
Our Subscription Planning Process
We follow a structured, transparent approach to support your planning needs every month. Each step is designed to keep your plan current and your experience worry-free.
Initial Consultation and Onboarding
Begin with a discussion to clarify your goals and explain how our subscription works.
Our Goal
Understand your needs and introduce our approach.
What We Do
We gather relevant information, outline the monthly process, and set expectations for communication and plan reviews.
How We Work
Using a secure digital platform, we collect your details and schedule your first review meeting.
Tools Used
Client portal, secure document upload, scheduling tools
What You Receive
Personalised onboarding summary and initial plan draft.
Monthly Plan Review
Regularly scheduled check-ins to review your current plan and discuss any changes.
Our Goal
Keep your plan aligned with your evolving circumstances.
What We Do
Conduct monthly consultations, address your questions, and adjust recommendations as needed.
How We Work
Meetings via video, phone, or secure messaging, all documented for reference.
Tools Used
Video conferencing, encrypted messaging, digital notes
What You Receive
Updated plan notes and action items from each session.
Plan Adjustments and Implementation
Adjust recommendations and update your plan as needed based on your feedback or life changes.
Our Goal
Ensure your plan remains suitable and actionable.
What We Do
Review recent developments, regulatory updates, or personal changes to ensure your plan stays effective.
How We Work
Incorporate your input and industry changes, then implement updates to your plan in the secure client portal.
Tools Used
Client portal, compliance checklist, plan templates
What You Receive
Revised plan documents and implementation guidance.
Ongoing Communication and Support
Stay connected for questions, clarifications, or support between scheduled reviews.
Our Goal
Provide responsive guidance whenever you need it.
What We Do
Answer your queries via email or secure portal and offer additional sessions if significant changes arise.
How We Work
Monitor communications, track requests, and respond within one business day.
Tools Used
Email, secure portal, tracking software
What You Receive
Written responses and follow-up support as required.
Subscription Pricing
One monthly fee, complete service
Standard
Ongoing monthly support
All services included
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Monthly review meeting
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Plan adjustments included
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Ongoing communication
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Personalised advisor
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Transparent pricing
Couple
For two clients together
Shared sessions included
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Joint monthly meeting
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Plan adjustments included
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Ongoing guidance
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Personalised advisor
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Transparent pricing
Family
Support for families
Family planning included
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Family monthly review
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Plan adjustments included
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Ongoing communication
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Personalised advisor
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Transparent pricing
How We Compare to Traditional Advisors
Clarity and accessibility, without hourly charges or hidden fees