Discover our transparent subscription pricing

Our $250/month subscription covers all financial planning consultations, progress reporting, and ongoing support. There are no hidden fees, commissions, or sales tactics—just practical, professional guidance from certified experts.

Meet our team

James Carter financial planner portrait

James Carter

Lead Planner

Over 15 years’ experience in financial planning with a focus on compliance and client care.

Priya Singh client advisor portrait

Priya Singh

Client Advisor

Specialises in ongoing client support and clear communication for effective planning.

Ethan Brooks reporting specialist portrait

Ethan Brooks

Reporting Specialist

Ensures all reporting meets Australian standards and is easy to understand.

Advisor explaining planning process

How our process works for you

Transparent steps ensure you always know what to expect from your subscription—no surprises, just consistent support.

1

Initial consultation setup

Once you subscribe, our team schedules your first meeting to discuss your situation and outline the planning process.

We gather necessary information to tailor our services to your needs.

2

Ongoing personalised advice

Your advisor provides regular updates, check-ins, and guidance as your needs change over time.

All recommendations are based on your current circumstances and goals.

3

Transparent progress reporting

You’ll receive clear summaries and documentation after each key interaction, making decisions easy to track.

Our reporting aligns with Australian regulatory requirements for your peace of mind.

Choose the subscription that fits you

Standard

Ongoing access to a dedicated advisor

A$250.00

monthly

  • Unlimited consultations with your advisor
  • Clear, easy-to-read progress reports
  • Direct communication by phone or email
  • Progress tracking included
Contact us

Enhanced

Includes priority response and detailed reporting

A$300.00

monthly

  • All Standard features included
  • Priority advisor response
  • Detailed monthly reporting
Contact us

Comprehensive

Full-service planning and regulatory compliance

A$350.00

monthly

  • All Enhanced features included
  • Annual regulatory review included
  • Personalised documentation support
  • Progress tracking included
Contact us

Results may vary. Past performance does not guarantee future outcomes.

How we compare to others

See how our subscription model delivers consistent value, transparency, and regulatory alignment compared to traditional fee structures.

Service Features pedefcamuunino subscription Traditional planners Hourly consultants
Flat monthly fee $250-$350/mo Varies $200+/hr
Commission-free advice Yes No Yes
Dedicated advisor access Included Limited Limited
Progress tracking Included Extra fee Not included
Regulatory compliance focus Yes Varies Varies