Transparent financial planning subscription pricing
Our subscription is $250 per month, covering monthly consultations, analytical reviews, and ongoing access to our consultants. There are no hidden fees or surprise charges. All advice is general and provided as part of your subscription. Results may vary and we do not offer investment, tax, or legal advice. Your subscription can be cancelled anytime with no penalties or extra fees.
Upfront pricing
No hidden or extra costs
Professional access
Direct guidance each month

Meet our professional team
Experienced consultants supporting your subscription

Emily Carter
Lead Consultant
Skills
Emily leads our consultation team, focusing on data-driven reviews and practical client support. She values transparency and ongoing improvement.
Industry experience
Extensive background
Recognition
Client trust

Daniel Lee
Senior Consultant
Skills
Daniel specialises in analytical reviews and personalised guidance for subscribers. He brings a practical, measured approach to every consultation.
Client support
Highly rated
Accredited
Professional status

Sophie Nguyen
Consultant
Skills
Sophie delivers clear, actionable insights and supports clients throughout their subscription. She’s known for attention to detail and friendly service.
Insightful
Creative solutions
Team player
Collaborative

Mark Johnson
Consultant
Skills
Mark provides reliable consultations and thorough analytical reviews for all clients. He is dedicated to practical, honest advice.
Reliable
Dependable service
Trustworthy
Client rapport

How our subscription process works
From your first enquiry to ongoing support, our approach is simple and transparent. Here’s what to expect when you subscribe:
Initial consultation setup
After subscribing, we arrange your first consultation to discuss your current situation and identify focus areas for analytical review.
You’ll receive a scheduling link and a welcome package with all necessary information.
Ongoing monthly reviews
Each month, you receive a personalised session for analytical assessment and practical guidance. We adapt to your evolving needs.
Your consultant will provide updates and answer any questions you may have.
Continuous communication
Stay connected with your consultant for support, questions, or to schedule additional discussions as needed.
Our team is available via email and phone during business hours for ongoing subscribers.
Subscription plan options
Choose the plan that suits your need for ongoing financial support and transparency
Standard Subscription
Premium Support
Flexible Access
How we compare
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