Transparent Subscription Pricing Plans
Our subscription is $250 per month, with all consultations and support included. There are no additional fees or hidden charges—just clear, ongoing guidance tailored to your needs.
Meet Our Team
Experienced financial planning professionals
Emily Carter
Lead Financial Planner
Master of Financial Planning University of Sydney
Smith & Partners
Key Skills
Approaches
Achievements
Awarded Top Planner 2022
Published industry articles
Certifications
Emily brings over a decade of experience in providing tailored financial advice to clients across Australia.
Emily is recognised for her commitment to transparency and client trust. She focuses on practical solutions and has helped many individuals clarify their financial direction through ongoing support and communication.
Michael Li
Senior Advisor
Bachelor of Commerce Monash University
Harper Advisory
Key Skills
Approaches
Achievements
Recognised for client service
Speaker at industry forums
Certifications
Michael specialises in providing clear, actionable planning for clients seeking reliable guidance.
Michael is known for his collaborative approach, helping clients define and achieve their objectives. He values open communication and ensures each client receives tailored, actionable advice in every consultation.
Amelia Wright
Client Services Manager
Diploma of Financial Services TAFE NSW
BlueSky Finance
Key Skills
Approaches
Achievements
Improved client onboarding
Recognised for service quality
Certifications
Amelia ensures every client receives timely responses and ongoing support throughout their relationship with cavofyraitora.
Amelia develops streamlined processes to enhance client experience and efficiency. She is dedicated to ensuring clients always know what to expect and receive the support they need, when they need it.
David Thompson
Planning Specialist
Graduate Diploma in Financial Planning University of Melbourne
Integrity Advisors
Key Skills
Approaches
Achievements
Developed compliance protocols
Enhanced analysis tools
Certifications
David brings strong analytical skills and a focus on compliance to our planning team.
David ensures all planning and advice meet the highest compliance standards. His analytical approach supports the delivery of reliable, accurate information, keeping clients informed and protected.
Our Planning Process Explained
A step-by-step approach ensures transparency, clarity, and consistent support at every stage of your subscription.
Initial Consultation and Assessment
We start with a detailed review of your current situation, goals, and preferences to establish a personalised approach.
Your advisor will gather relevant information and answer your questions, ensuring you feel comfortable and informed from the beginning.
Strategy Development and Review
Based on your needs, we develop and review a tailored plan, highlighting actionable steps and areas for discussion.
You’ll receive clear explanations and can ask questions at any point, with the flexibility to adjust your plan as your circumstances evolve.
Regular Consultations and Updates
Ongoing consultations and reviews keep your plan aligned with your goals and changing needs.
Book sessions as needed or on a schedule that suits you. Each session includes practical insights and next steps.
Continuous Support and Adjustments
Receive ongoing support between consultations for quick questions or plan updates.
Your advisor remains available for guidance, ensuring you always have the support needed to make informed decisions.
Simple, Transparent Pricing
One monthly fee—no extra costs or hidden charges. All support included.
Important Information
Results may vary.
Monthly Subscription
All-inclusive access to financial planning and support for a single monthly fee.
GST included
- Unlimited consultations included
- Direct advisor access
- No additional charges ever
- Flexible scheduling options
Quarterly Subscription
All the benefits of monthly, billed every 3 months for convenience.
GST included
- Unlimited consultations included
- Direct advisor access
- No additional charges ever
- Flexible scheduling options
Annual Subscription
Pay once a year for uninterrupted service and planning support.
GST included
- Unlimited consultations included
- Direct advisor access
- No additional charges ever
- Flexible scheduling options
Additional Services
Personalised Reviews
Detailed review sessions tailored to your evolving needs.
A$300.00
All prices include GST
Specialised Consultations
Focused advice on unique financial scenarios.
A$350.00
All prices include GST
Payment Details
Accepted Payment Methods
- Credit card
- Bank transfer
Payment Terms
- Monthly, quarterly, or annual billing options
- Full payment due before each period
APR and fees included in monthly cost
Australian Financial Services Licence
How We Compare
Subscription-based financial planning versus traditional models