Transparent pricing for ongoing support
Our subscription model provides clients with continuous access to accredited financial professionals for a clear, fixed monthly fee. For $250 per month, every consultation, plan review, and support session is included—there are no hidden charges. This approach ensures you always know what you are paying for and receive regular, professional guidance tailored to your circumstances. We do not guarantee outcomes; results may vary. You can cancel your subscription at any time without penalty.
Meet your advisory team
Experienced professionals ready to support your financial planning needs.
Elena Rowe
Senior Advisor
Expertise
Elena brings over a decade of experience in financial consultations and client care. She takes pride in ensuring every client receives clear, practical advice.
Certified CFP
Accredited advisor
Top client care
5 years running
Elena Rowe
Senior Advisor
Expertise
Elena brings over a decade of experience in financial consultations and client care. She takes pride in ensuring every client receives clear, practical advice.
Certified CFP
Accredited advisor
Top client care
5 years running
James Dunne
Financial Consultant
Expertise
James specialises in ongoing plan reviews and analytical consultations. His approach is direct, transparent, and always focused on client needs.
10 years experience
In financial planning
Compliance leader
Strong regulatory focus
James Dunne
Financial Consultant
Expertise
James specialises in ongoing plan reviews and analytical consultations. His approach is direct, transparent, and always focused on client needs.
10 years experience
In financial planning
Compliance leader
Strong regulatory focus
Priya Sharma
Client Advisor
Expertise
Priya is known for her clear explanations and commitment to transparent client communication. She ensures every review is thorough and actionable.
Client favourite
Highly rated
Advisor recognition
Awarded 2024
Priya Sharma
Client Advisor
Expertise
Priya is known for her clear explanations and commitment to transparent client communication. She ensures every review is thorough and actionable.
Client favourite
Highly rated
Advisor recognition
Awarded 2024
David Chen
Advisory Support
Expertise
David provides detailed research and support for client plans, ensuring every recommendation is well-informed and practical.
Innovative support
Process improvements
Certified support
Recognised 2025
David Chen
Advisory Support
Expertise
David provides detailed research and support for client plans, ensuring every recommendation is well-informed and practical.
Innovative support
Process improvements
Certified support
Recognised 2025
Our approach to financial planning
A transparent, step-by-step process designed for ongoing support and adaptability. Every client receives clear guidance tailored to their needs, with regular opportunities for review and discussion.
Initial consultation booking
After subscribing, you’ll book your first session with a qualified advisor. This meeting establishes your current position and clarifies what you want from the service.
Our goal
Understand your background and financial situation.
What we do
We listen to your concerns, gather relevant details, and begin to outline your priorities. This is a collaborative, information-gathering session.
How we do it
The advisor asks targeted questions to clarify your needs, using checklists and digital forms to ensure nothing important is missed.
Tools used
Intake forms, secure online meeting platform.
Expected results
Initial priority list, agreed next steps, meeting notes.
Plan review and discussion
We review your existing plan or develop a new outline based on your objectives. You receive analytical feedback and clear, practical suggestions.
Our goal
Clarify priorities and identify actionable steps.
What we do
Your advisor conducts a thorough review of your current plan (if available), discusses gaps, and recommends updates based on your goals.
How we do it
Combining regulatory knowledge with your input, we provide tailored feedback, avoiding product recommendations.
Tools used
Plan analysis software, regulatory reference guides.
Expected results
Updated plan summary, feedback notes.
Ongoing monthly consultation
Each month, you connect with your advisor to revisit your plan, address any new developments, and discuss practical adjustments.
Our goal
Keep your plan current and relevant.
What we do
We hold a scheduled meeting to review your situation, answer questions, and offer clear, unbiased advice.
How we do it
Meetings are conducted via secure video or phone. Advisors document updates, ensuring transparency.
Tools used
Meeting scheduler, secure communications platform.
Expected results
Meeting summary, plan update notes.
Continuous support and communication
Between meetings, you can reach out for clarification or updates. Our team is available to support your ongoing needs.
Our goal
Maintain open lines of communication.
What we do
We respond to queries, provide clarifications, and help you prepare for upcoming reviews.
How we do it
Support requests are handled through secure email or client portal, ensuring prompt, professional responses.
Tools used
Email, client portal, secure messaging.
Expected results
Support ticket responses, additional guidance.
Subscription pricing plans
Simple, transparent pricing for ongoing consultations and reviews
Monthly plan
Ongoing support and reviews for a set monthly fee.
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All consultations included
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Monthly plan reviews
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Email and portal support
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No hidden charges
Quarterly plan
Three months of consultations and reviews, paid upfront.
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All consultations included
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Quarterly plan reviews
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Email and portal support
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No hidden charges
Annual plan
Year-long ongoing support and plan reviews for one payment.
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All consultations included
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Annual plan reviews
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Email and portal support
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No hidden charges
All plans include monthly meetings, plan reviews, and professional support. Results may vary.
Compare our subscription model
Transparent service versus traditional hourly billing