Simple Subscription Pricing Plans

Transparent, predictable, accessible

Our subscription model is designed for clarity and convenience. For $250 per month, receive ongoing access to expert financial professionals, regular consultations, and unbiased support. No commissions, no hidden fees, and complete transparency—so you can plan your future confidently.

Meet Our Financial Experts

A dedicated team committed to your ongoing success and peace of mind.

David Harper

David Harper

Senior Adviser

Master of Finance Melbourne Uni

12 years "Retirement planning"

Horizon Advisory

Certifications:

Certified Financial Planner ASFA Accredited Adviser

Methods:

Client needs analysis Comprehensive risk review Goal-based planning Holistic advice approach Ethical standards implementation

Key skills:

Strategic insight Clear communication Risk assessment Client care

Achievements:

Built a loyal client base

Led industry seminars

Published financial articles

Mentored junior advisers

Over a decade in financial planning, focused on client relationships.

Priya Patel

Priya Patel

Client Relationship Manager

Bachelor of Commerce Sydney Uni

8 years "Client engagement"

FinConnect

Certifications:

RG146 Certification Professional Communication

Methods:

Active listening Efficient scheduling Client onboarding Issue resolution Feedback implementation

Key skills:

Organisational skills Problem-solving Empathy Attention to detail

Achievements:

Streamlined client processes

Received customer service award

Improved scheduling system

Positive client feedback

Ensures seamless communication and appointment coordination.

James Chen

James Chen

Financial Analyst

Bachelor of Economics Monash Uni

7 years "Data analysis"

Insight Partners

Certifications:

ASIC Tier 1 Adviser Advanced Excel Specialist

Methods:

Data-driven reviews Scenario modelling Regulatory compliance Performance monitoring Report automation

Key skills:

Analytical thinking Problem-solving Attention to detail Communication

Achievements:

Designed reporting dashboards

Improved process efficiency

Enhanced data accuracy

Supported major projects

Delivers analytical reviews and supports ongoing client evaluations.

Olivia Wright

Olivia Wright

Client Support Coordinator

Diploma of Financial Services TAFE NSW

5 years "Client support"

PlanAssist

Certifications:

Client Services Certification Conflict Resolution

Methods:

Efficient response handling Documentation management Proactive follow-ups Client feedback analysis Service improvement

Key skills:

Communication Organisation Responsiveness Adaptability

Achievements:

Reduced client wait times

Implemented new support tools

Consistently positive reviews

Enhanced service processes

Helps clients with scheduling and ongoing queries.

How Our Subscription Works

1

Enquiry & Discovery

Submit your enquiry to start. We review your needs and connect you with a dedicated adviser for an initial discussion.

2

Consultation Booking

Schedule your first meeting at a time that works for you. Our platform offers flexible options based on your preferences.

3

Ongoing Support

Receive regular consultations, ongoing analysis, and updates from your adviser as your circumstances evolve.

4

Transparent Subscription

Pay $250 per month for all included services, with no commissions or hidden costs.

Financial planning team workflow

Our Subscription Plans

Straightforward pricing for ongoing, professional support—no hidden costs.

Standard Plan

$ 250
month
  • Unlimited consultations
  • Personalised financial reviews
  • Flexible appointment scheduling
  • Transparent $250 monthly fee
Contact us

Family Plan

$ 325
month
  • All Standard Plan benefits
  • Joint consultations
  • Family financial reviews
  • Flexible scheduling
Contact us

Premium Plan

$ 350
month
  • Priority scheduling
  • Extended consultation sessions
  • Annual strategic reviews
  • All Standard Plan features
Contact us

How We Compare

Transparent, ongoing support versus traditional models

Feature
mirasolentq
Others
Transparent subscription fee
No product commissions
Flexible consultations
Unbiased advice
Ongoing support