Subscription pricing made clear
Our monthly subscription ranges from $250 to $350, depending on the level of support and planning detail required. All fees are fully transparent—no hidden costs or extra charges beyond the plan you choose.
Meet the people behind your plan
A professional team dedicated to clear planning and ongoing client support
We combine digital expertise with practical financial insight, ensuring each client receives a consistent, tailored approach from our small but focused team.
Each team member is committed to providing analytical planning support without bias or pressure.
Matthew Clarke
Lead Planning Specialist
Bringing fifteen years of experience, he ensures each analytical report is thorough and relevant.
Matthew’s background blends digital tools and traditional consulting, resulting in accessible planning for a diverse client base.
“Clear planning drives better decision-making.”
Founded analytics process
Improved client retention
Sarah Lowe
Client Support Manager
Sarah manages communications, promptly addressing questions and assisting with account updates.
Sarah is known for making complex topics approachable and for her focus on confidentiality in digital planning.
“Support is best when it’s proactive and personal.”
Streamlined digital onboarding
Alan Foster
Senior Planning Consultant
Alan advises on complex scenarios, ensuring planning reports remain up to date with changing Australian standards.
Alan draws on decades of Australian market knowledge to assist clients managing new or unique circumstances.
“Analytical advice should always be relevant and objective.”
Updated compliance procedures
Our entire team is based in Australia and ready to assist you.
Our planning process in four steps
We deliver simple, secure digital coordination for each client—each step keeps you informed and in control
Initial digital review session
Start with a secure online consultation. Our team gathers your background and priorities to tailor all subsequent analysis, with no in-person meetings required.
Submit your information digitally and schedule your first session at a time that’s convenient for you.
Monthly analytical reporting
You receive digital analytical reports addressing your unique situation each month. These updates help you adjust and act on current information.
The reports summarise recent changes, emerging events, and actionable feedback for your context.
Flexible questions and support
Ongoing digital support lets you ask questions, request clarification, or address concerns as they arise—without formal appointments.
Receive timely responses via secure messaging or video, at your convenience.
Annual review and adjustment
We revisit your planning structure and update your strategy for the year ahead, ensuring continued alignment with your circumstances.
This session ensures your plan evolves and adapts to any new developments identified over the past year.
Simple subscription plans
Choose the support level that fits you
Standard
Covers basic analytical planning, digital access, and priority email support. Suits most regular planning needs.
- Digital planning access
- Monthly analytical reports
- Email support
- Secure document delivery
Professional
Adds more detailed digital documentation and personalised Q&A support—best for those seeking responsive, ongoing assistance.
- All Standard features
- Tailored digital reports
- On-demand Q&A
- Priority messaging
- Annual review session
Premium
Offers the highest level of digital interaction, additional review sessions, and direct document sharing with your preferred professionals.
- All Professional features
- Additional monthly reviews
- Direct document uploads
- Extended support hours
Us versus others
See what makes our approach unique