Simple, Predictable Pricing for Planning
Our subscription is $250 per month and includes all ongoing consultations, plan updates, and support. There are no surprise fees or hidden charges. Cancel anytime with no penalties. APR is not applicable as this is not a lending product.
Meet Our Australian Planning Team
Experienced, accredited professionals dedicated to your financial wellbeing
Emily Thompson
Bachelor of Commerce, Financial Planning UNSW Sydney
12 years total "Long-term planning"
WealthWise Group
Certifications:
Methods:
Key Skills:
Achievements:
Recognised industry speaker
Award for client satisfaction
Published articles
Mentored junior planners
Over a decade helping clients with clear, practical advice.
Daniel Lee
Graduate Diploma, Financial Planning Deakin University
14 years total "Retirement readiness"
FuturePath Solutions
Certifications:
Methods:
Key Skills:
Achievements:
Community speaker
Long-term client retention
Award for compliance
Team leadership
Focused on practical solutions and long-term client relationships.
Sophie Evans
Bachelor of Business, Management Macquarie University
6 years total "Client support"
PlanSmart Advisory
Certifications:
Methods:
Key Skills:
Achievements:
Award for client care
Improved service processes
Positive client testimonials
Team collaboration
Ensures seamless communication and a positive client experience every time.
Alex Chen
Bachelor of Laws, Compliance University of Sydney
8 years total "Regulatory compliance"
RegulaTrust
Certifications:
Methods:
Key Skills:
Achievements:
Zero compliance breaches
Developed privacy policies
Team training initiatives
Industry recognition
Keeps our service aligned with Australian financial standards and privacy laws.
How It Works
Our four-step planning process
Initial Consultation
We get to know your needs and answer your first questions in detail.
Plan Creation
A personalised plan is drafted, reviewed, and finalised together.
Ongoing Support
Receive monthly meetings and unlimited support for questions.
Annual Review
A thorough yearly review keeps your plan up to date and relevant.
Subscription Plans
Simple pricing for consistent planning
Standard
All core planning services, monthly check-ins, and unlimited support included.
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Dedicated planner access
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Monthly reviews
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Unlimited support
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Transparent pricing
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Secure data handling
Plus
Includes everything in Standard, plus priority booking and extended support hours.
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Priority scheduling
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After-hours support
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Dedicated planner
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Monthly check-ins
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Data security focus
Premium
Our most comprehensive service with quarterly in-depth reviews and direct manager access.
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Quarterly in-depth review
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Manager access
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Priority support
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Monthly sessions
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All plan features
Compare Subscription Value
How our planning differs from others