Discover transparent subscription pricing
Simple, clear, predictable fees
Our $250/month subscription offers ongoing financial planning, direct communication with your planner, and regular reviews. There are no setup or cancellation fees. Enjoy peace of mind knowing your costs and services from the start.
Meet your planning team
Experienced planners committed to your needs
Alex Kim
Lead Planner
Expertise
Alex is passionate about helping clients navigate financial decisions with confidence and clarity.
Award finalist
Financial Planning 2024
Published author
Industry journal
Panel speaker
National forum
Priya Singh
Senior Planner
Expertise
Priya brings over a decade of experience and a focus on ethical, client-first planning.
Top advisor
Regional awards
Ethics leader
National program
Sam Taylor
Financial Planner
Expertise
Sam is known for clear communication and making complex topics easy to understand.
Rising star
Local recognition
Community mentor
Volunteer program
Emily Wu
Associate Planner
Expertise
Emily is committed to building lasting relationships with clients and delivering consistent support.
Client service award
2023 winner
Team leader
Internal program
How your subscription works
A straightforward process for ongoing support and clarity
Start your subscription
Sign up online or contact our team to begin your monthly plan with no setup fee.
First payment covers your first month of service.
Meet your planner
You’ll be matched with a dedicated planner who learns about your goals and situation.
Initial session scheduled within a few days.
Ongoing check-ins
Receive regular reviews and access to your planner whenever you need support.
Monthly sessions and on-demand advice included.
Adjust as needed
Your plan evolves with your circumstances—change or pause your subscription any time.
No cancellation fees or lock-in contracts.
Simple subscription plans
One plan, clear terms, all the support you need—no hidden fees or complex pricing.
Standard subscription
Ongoing planning, monthly reviews, and unlimited questions via email or phone.
- Regular monthly sessions with your planner
- Direct access for questions and support
- Transparent pricing, no extra fees
- Personalised recommendations
Couples subscription
Shared planning for couples, tailored sessions, and ongoing support for joint goals.
- Joint sessions for shared goals
- Flexible scheduling for both parties
- All standard subscription features
- Privacy for individual concerns
Family subscription
Planning for families, including multiple members and evolving needs over time.
- Covers multiple family members
- Personalised for family goals
- Annual review included
- Contact planner for guidance
Subscription details
Monthly fee is billed in advance with no setup or cancellation charges.
All plans include regular sessions, ongoing access, and transparent terms.
You may pause or cancel at any time without penalty.
Important notices
Results may vary depending on your circumstances.
Past performance doesn't guarantee future results.
How we compare to others
| Feature | claudinefiora | Competitor A | Competitor B |
|---|---|---|---|
| Transparent monthly fee | |||
| No setup or cancellation costs | |||
| Regular planner access | |||
| Personalised support | |||
| Australian compliance |