Subscription plans and pricing details
Our financial planning subscription is available for $250 per month. All fees, terms, and conditions are fully transparent, so you always know what to expect. No hidden costs or surprise charges.
Meet our consultants
Experienced, client-focused professionals
Cameron Lee
Lead Financial Consultant
Master of Finance University of Sydney
12 years "Personalised planning"
Westfield Advisors
Featured in leading publications
Awarded for client service
Cameron brings over a decade of experience providing tailored planning advice to Australian clients. He is known for his transparent approach and ongoing support.
Ava Robinson
Financial Planning Consultant
Bachelor of Commerce Monash University
8 years "Analytical reviews"
Bright Finance Group
Recognised for analytical excellence
Invited industry speaker
Ava provides practical guidance and analytical support, with a focus on building strong, long-term relationships with clients.
Lucas Nguyen
Consultant, Market Insights
Master of Business Administration University of Melbourne
9 years "Market analysis"
Harbour Advisors
Published analytical articles
Award for excellence in service
Lucas specialises in market analysis and resource allocation, offering clear insights that help clients stay informed and confident.
Sophie Turner
Planning Support Specialist
Bachelor of Economics UNSW Sydney
5 years "Client support"
Citywide Consulting
Praised for client care
Developed support resources
Sophie ensures clients receive timely support and clear communication, making the subscription experience seamless and accessible.
How the subscription works
What to expect from our service
Book your consultation
Contact us to schedule your first session and discuss your planning needs.
Review agreement
We send you a detailed agreement outlining all terms, fees, and the scope of service.
Start your subscription
Your monthly support and consultations begin after agreement is signed.
Ongoing reviews
Receive monthly consultations and timely market insights as your needs evolve.
Choose your subscription plan
Clear pricing, transparent terms, and reliable ongoing support for your planning needs.
Standard Subscription
Monthly access to your personal financial consultant.
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Monthly expert consultation
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Analytical market reviews
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Responsive support
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Transparent agreement
Premium Support
Additional prioritised support and flexible scheduling.
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Monthly expert consultation
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Analytical market reviews
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Priority response times
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Flexible appointments
Business Subscription
For business owners seeking ongoing planning advice.
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Monthly expert consultation
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Business-focused reviews
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Support for business needs
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Transparent agreement
All plans include standard consultations, monthly reviews, and support from our team. Fees are billed monthly, and terms are disclosed in advance.
Compare our subscription service
See how we stand out with transparent pricing and ongoing support
Our subscription offers clear terms, predictable pricing, and professional consultations. Compare our approach with typical market alternatives and see the advantages for yourself.
sumelpriavian subscription
Transparent pricing, monthly consultations, and direct market insights.
Typical advisor
Often charges variable fees and may provide less frequent updates.
Monthly consultation access
How often you meet with an expert
Transparency of pricing
Clarity around fees and agreements
Analytical reviews included
Market discussions and timely updates
Support responsiveness
Timeliness of consultant communication