Pricing and subscription details

Clear, predictable fees for ongoing planning

Our $250 monthly subscription covers all regular consultations, reviews, and ongoing support. There are no additional setup charges or hidden fees—just straightforward pricing for the service you receive.

Meet our team

Skilled professionals, here to help

Emily Carter

Emily Carter

Senior Planner

12 Experience Retirement preparation

Education

Master of Finance, University of Sydney

Emily brings over a decade of experience and a client-focused approach to financial planning.

Background

Harbour Advisors - Financial Consultant (5 years)
ClearPath Group - Senior Analyst (4 years)

Skills

Consulting Analysis Compliance

Methods

Analytical review Client-centred planning

Certifications

Certified Financial Planner
Diploma of Financial Planning
Liam Nguyen

Liam Nguyen

Client Advisor

8 Experience Wealth preservation

Education

Bachelor of Commerce, Monash University

Liam is dedicated to providing practical advice and ensuring each client receives personal attention.

Background

Brightstone - Financial Associate (3 years)
pyralixova - Client Advisor (5 years)

Skills

Consulting Support Review

Methods

Scenario analysis Ongoing review

Certifications

Diploma of Financial Services
Registered Tax Agent
Priya Singh

Priya Singh

Planning Specialist

10 Experience Strategic planning

Education

Master of Business Administration, University of Melbourne

Priya’s expertise lies in strategic planning and helping clients adapt to changing needs.

Background

Evolve Advisory - Financial Planner (6 years)
pyralixova - Planning Specialist (4 years)

Skills

Strategy Planning Compliance

Methods

Goal-based review Compliance-driven

Certifications

Certified Financial Planner
Advanced Diploma of Financial Services
Daniel Lee

Daniel Lee

Review Analyst

7 Experience Analytical reviews

Education

Bachelor of Finance, Australian National University

Daniel combines a data-driven mindset with a commitment to client confidentiality and service.

Background

Insight Group - Data Analyst (3 years)
pyralixova - Review Analyst (4 years)

Skills

Analysis Review Reporting

Methods

Data-driven review Regulatory compliance

Certifications

Diploma of Financial Planning
Data Analysis Certificate

Our planning process explained

Emily Carter

Emily Carter

Senior Planner

"“Our process is built around transparency and regular communication, so clients always know what to expect and feel supported every step of the way.”"

1

Step 1

Initial consultation

We begin with a thorough review of your situation and goals, ensuring we understand your priorities from the outset.

2

Step 2

Custom plan creation

After understanding your needs, we develop a tailored plan and clarify all terms, including fees and ongoing support.

3

Step 3

Regular monthly reviews

Each month, your planner will review your progress and discuss any changes or updates in your circumstances.

4

Step 4

Ongoing adjustments

We adapt your plan as life changes, keeping your strategy relevant and effective. Results may vary for each client.

Subscription plans

Simple, transparent options

Most popular

Standard

Full monthly access to planning

$ 250 /per month

All support included

  • Monthly consultations
  • Ongoing support
  • Analytical reviews
  • No hidden fees
  • Secure communication

Review Only

Quarterly reviews included

$ 250 /per quarter

For periodic support

  • Quarterly reviews
  • Basic support
  • Data analysis
  • No extra fees
  • Confidential service

Premium

Expanded access and flexibility

$ 350 /per month

Priority scheduling

  • Flexible sessions
  • Priority support
  • Detailed reviews
  • All fees included
  • Confidentiality guaranteed

Compare your options

Features pyralixova Others
Transparent monthly fee
No setup charges
Certified planners
Flexible session scheduling
Analytical reviews included