Planning session in modern office

Explore our pricing options

Clear, predictable costs for your planning

Our subscription model is simple: $250 per month covers all planning sessions and ongoing support. There are no hidden fees—just straightforward, transparent pricing for your financial planning needs.

Meet our planners

Senior planner Olivia Harris

Olivia Harris

Senior Planner

Olivia brings 12 years of experience and a client-focused approach to every consultation.

Planner Daniel Foster

Daniel Foster

Planner

Daniel specialises in practical, ongoing financial planning and values clear communication.

Associate planner Priya Singh

Priya Singh

Associate Planner

Priya supports clients by providing detailed reviews and ensuring strategies remain current.

How our subscription process works

A straightforward path to ongoing planning and support, designed with your needs in mind.

Ongoing monthly service
1

Initial consultation

We start with a conversation to understand your financial situation and what you’d like to achieve.

This step lays the groundwork for all future planning, focusing on your current circumstances and goals.

30-60 minutes
Easy
2

Personalised plan creation

Based on our discussion, we build a tailored plan that outlines clear steps and priorities.

You’ll review the plan with your planner and discuss any questions or adjustments needed.

1-2 weeks
Medium
3

Monthly reviews and updates

We schedule regular check-ins to review your plan and address any changes in your situation.

These sessions help ensure your strategy remains aligned with your evolving needs and market conditions.

Monthly
Easy
4

Ongoing support

Your subscription includes access to your planner for questions or guidance between reviews.

Support is available throughout your subscription, so you’re never left wondering what comes next.

Ongoing
Easy

Choose your subscription plan

One clear monthly fee covers all planning and support

Popular

Standard

Monthly planning and support

A$250.00
per month
  • Monthly plan reviews included
  • Direct access to planner
  • No setup fees or extras
  • Personalised sessions

Plus

Enhanced support and more

A$320.00
per month
  • All Standard features
  • Priority appointment times
  • Detailed written summaries
  • Flexible review frequency

Premium

For complex planning needs

A$350.00
per month
  • All Plus features
  • Collaborative planning sessions
  • Annual strategy review
  • Proactive plan adjustments

No hidden costs or extra fees—everything is included in your monthly subscription.

How phoranexayne compares

Features phoranexayne Others
Transparent monthly fee
Personalised sessions
No hidden costs
Direct planner access
Ongoing support