Your Subscription Plan Pricing Guide
Our financial planning subscription is offered at a fixed rate of $250 per month. This fee grants you ongoing access to professional guidance and confidential consultations, with no commissions or product sales. The $250 monthly charge is inclusive of all planning sessions, communications, and support. If any additional fees apply, they will be clearly discussed before services are rendered. There are no hidden costs, and repayment terms are always transparent. This subscription is designed to fit your needs without long-term commitments, and you may cancel at any time. Results may vary depending on your circumstances. Our service does not guarantee specific outcomes or future financial results.
Meet Our Planners
Our team brings expertise and a client-focused approach.
Alex Harper
Senior Planner
Areas
Alex leads the team with a decade of planning experience, focused on client support and unbiased advice.
Recognised Expert
Industry awards
Client Trust
Long-term clients
Alex Harper
Senior Planner
Areas
Alex leads the team with a decade of planning experience, focused on client support and unbiased advice.
Recognised Expert
Industry awards
Client Trust
Long-term clients
Sophie Lee
Associate Planner
Focus
Sophie delivers personalised advice and is dedicated to supporting clients at every stage.
Certified Planner
Accredited status
Client Satisfaction
Positive feedback
Sophie Lee
Associate Planner
Focus
Sophie delivers personalised advice and is dedicated to supporting clients at every stage.
Certified Planner
Accredited status
Client Satisfaction
Positive feedback
James Nguyen
Planner
Expertise
James offers practical solutions and always prioritises transparent communication and client understanding.
Privacy Commitment
Data security
Reliable Support
Trustworthy service
James Nguyen
Planner
Expertise
James offers practical solutions and always prioritises transparent communication and client understanding.
Privacy Commitment
Data security
Reliable Support
Trustworthy service
Priya Patel
Client Service
Skills
Priya ensures every client interaction is handled efficiently and with care from enquiry to follow-up.
Timely Responses
Prompt replies
Care Driven
Client focus
Priya Patel
Client Service
Skills
Priya ensures every client interaction is handled efficiently and with care from enquiry to follow-up.
Timely Responses
Prompt replies
Care Driven
Client focus
How Our Subscription Process Works
Simple steps to ongoing financial planning support with a monthly subscription.
Initial Consultation and Enrolment
Schedule a confidential consultation with our team to discuss your needs and the subscription details. We explain the full pricing, inclusions, and any applicable terms so you can make an informed decision.
No commissions or product sales involved.
Agreement and Plan Activation
Once you agree to proceed, your subscription begins. The $250 monthly fee covers all consultations, support, and ongoing communications from day one.
Transparent billing and clear repayment terms.
Regular Consultations and Support
You can schedule planning sessions as needed, adapting to changes in your circumstances or goals. Our team remains available for ongoing advice and support.
Unbiased guidance throughout your subscription.
Flexible Cancellation Options
You may cancel your subscription at any time with no penalty. We do not lock clients into long-term contracts or charge hidden fees.
Contact our team for assistance if needed.
Transparent Pricing Options
Choose the subscription that fits your needs.
Monthly Plan
Ongoing support, billed monthly
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No commissions or product sales
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All consultations included
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Transparent billing and fees
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Flexible scheduling
Quarterly Plan
Same benefits, billed quarterly
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Confidential advice
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Direct planner access
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No lock-in contracts
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All support included
Annual Plan
Best value for ongoing support
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All monthly features
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Priority scheduling
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Annual review included
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Dedicated support line
How We Compare
See the difference with bariximoressa