Transparent Subscription Pricing for Financial Planning
Simple, flat monthly rate
Our $250/month subscription gives you unlimited access to professional financial planning, ongoing consultations, and regular analytical reviews. No hidden fees, no surprise charges—just clear, upfront pricing that supports your ongoing financial needs.
Results may vary and past performance does not guarantee future outcomes.
Meet Our Financial Planning Team
James Turner
Senior Consultant
James has over 15 years of experience advising professionals and business owners on financial planning. He’s known for his clear communication and focus on client relationships.
Amelia Wright
Client Support Lead
Amelia ensures every client receives prompt attention and reliable guidance. Her approachable manner and attention to detail make her a client favourite.
Ethan Cooper
Financial Planning Specialist
Ethan specialises in analytical reviews and subscription-based planning. He’s dedicated to providing tailored advice and building trust with every client.
How Our Subscription Service Works
James Turner
Senior Consultant
"Our mission is to make financial guidance accessible, transparent, and ongoing for every client. We prioritise your needs and long-term confidence."
Day 1
Sign Up
Start your subscription online or by phone with just a few details, and we’ll welcome you to the service.
Day 2
Initial Consultation
We arrange a first call to learn about your financial situation and discuss your key goals.
Week 1
Personalised Plan
Receive an analytical review and recommendations tailored to your needs. All included in your subscription.
Ongoing
Continuous Support
Enjoy regular check-ins, unlimited consultations, and timely updates as your needs evolve.
Our Subscription Plans
Choose the plan that matches your needs and get ongoing, expert support every month.
Standard
Ideal for individuals and sole traders
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Unlimited consultations monthly
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Analytical reviews included
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Regular updates and check-ins
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Transparent flat fee
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Personalised advisor support
Business
Designed for small business owners
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Unlimited team consultations
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Business-specific reviews
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Regular financial summary reports
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Dedicated account manager
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All standard features included
Premium
For larger teams or growing firms
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Extended team access
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Priority consultation scheduling
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Custom analytical reports
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Quarterly strategy sessions
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All business features included
All plans include unlimited consultations, analytical reviews, and regular updates. Fees and terms are transparent.
Compare Our Service
See how our subscription model stands out for ongoing support and transparent pricing.
Review the key benefits and value offered by our platform compared to traditional financial planning services.
orilenthaxora Subscription
Transparent pricing, unlimited consultations, ongoing support
Traditional Advisor
Hourly fees, limited access, variable costs
Consultation Access
Number of sessions included each month
Pricing Clarity
Transparency of monthly fees and conditions
Ongoing Support
Availability of support between sessions
Client Satisfaction
Reported satisfaction with service model