Flat-Fee Subscription Pricing
Transparent monthly plans with no hidden charges
Each subscription includes regular consultations, support, and access to our advisory team. All costs are clear and predictable—no unexpected extras.
Meet Your Advisory Team
Experienced, accredited professionals, dedicated to ongoing client support
Alexandra Singh
Master of Financial Planning University of Sydney
15 years "Client relationships"
Pinnacle Advisors
Certifications:
Methods:
Key skills:
Achievements:
Awarded Client Service Medal
Led advisor training
Community workshop leader
Authored compliance paper
Brings clarity to complex client questions with a strong ethical focus.
Brenton Hooper
Bachelor in Business Monash University
8 years "Client service"
Pacific Advisory Group
Certifications:
Methods:
Key skills:
Achievements:
High satisfaction scores
Rollout of digital support
Workflow automation
Employee recognition award
Ensures every client receives consistent updates and responsive care.
Leanne Fong
Bachelor of Commerce UNSW Sydney
22 years "Risk management"
Harbour Consulting
Certifications:
Methods:
Key skills:
Achievements:
Zero compliance issues
Led industry workshops
Internal mentor award
Contributed to standards updates
Maintains compliance, supporting team development and performance.
Toby Anderson
Diploma Financial Services TAFE NSW
5 years "Process improvement"
Civic Planning Group
Certifications:
Methods:
Key skills:
Achievements:
Client process upgrades
Innovative workflow introduction
Completed major project
Nominated for service award
Coordinates consultations and keeps every step transparent for clients.
How the Subscription Process Works
A simple, stepwise approach ensures ongoing value and client understanding at every stage—no surprises, only clarity
Subscription sign-up online
Enrol using our secure form. You'll confirm your billing details and receive client welcome materials immediately.
On successful sign-up, you'll be introduced to your primary advisor via email and provided with your service outline documentation.
Initial discovery consultation
Meet your advisor for an in-depth review of your financial context and planning goals. This consult shapes your ongoing roadmap.
Advisors use structured questioning and scenario analysis, with clear documentation provided after the session.
Set milestones and schedule check-ins
Together, you’ll identify preferred communication frequency and set planning milestones for regular progress tracking.
Check-ins are logged, action items are reviewed, and adjustments are made as needed—always with your sign-off.
Continuous access to advisor support
Your subscription provides ongoing professional support and expert consultation each month—no separate booking fees.
You can reach out for guidance at any time during the month through your preferred communication channel.
Pricing and What’s Included
Simple, transparent options for ongoing planning support
Standard
Monthly consultations and support
-
Initial discovery session
-
Monthly review consultations
-
Ongoing priority support
-
No setup or cancellation fees
Enhanced
Additional check-ins and reporting
-
All Standard plan benefits
-
2 extra monthly updates
-
Quarterly written summary
-
Annual review meeting
Premium
Priority scheduling and annual milestone
-
All Enhanced plan features
-
Priority consultation slots
-
End-of-year strategic report
-
Dedicated schedule manager
Plan Comparison At A Glance
| Features | Standard Plan | Enhanced Plan | Premium Plan |
|---|---|---|---|
| Monthly consultations included | Yes | Yes | Yes |
| Ongoing priority support | Yes | Yes | Yes |
| Annual strategic report | No | No | Yes |
| Extra monthly updates | No | Yes | Yes |
| Dedicated schedule manager | No | No | Yes |