Simple, transparent subscription pricing
Our financial planning subscription is designed for individuals and families seeking ongoing support with clear terms. For $250 per month, you receive all core consultations, monthly plan reviews, and direct communication with your dedicated planner. There are no hidden fees, lock-in contracts, or additional hourly charges—just one predictable payment. We prioritise transparency and adapt our approach as your needs change. Please note: results may vary and past outcomes are not indicative of future performance. All services comply with Australian laws and industry guidelines.
Meet the team
Dedicated, experienced professionals
Sophie Chen
Senior Planner
Education
Master of Financial Planning, Monash University
Sophie delivers clear, practical advice with a focus on long-term support and client trust. She values listening and adapting to each client’s needs.
Experience
Skills
Approach
Certifications
Michael Evans
Client Services Lead
Education
Bachelor of Commerce, University of Sydney
Michael specialises in client relationships and ensures every subscriber receives timely, attentive service. His approach is detail-oriented and approachable.
Experience
Skills
Approach
Certifications
Priya Nair
Associate Planner
Education
Graduate Diploma in Financial Planning, RMIT University
Priya supports clients with up-to-date research and practical recommendations. She helps ensure planning strategies are always relevant and effective.
Experience
Skills
Approach
Certifications
James O'Connor
Compliance Manager
Education
Bachelor of Laws, University of Melbourne
James ensures all practices meet legal and ethical standards, focusing on protecting client interests and privacy. His diligence builds trust over time.
Experience
Skills
Approach
Certifications
How our subscription process works
A step-by-step guide to getting ongoing financial support without hassle.
Sign up online or contact our team
Register in minutes on our secure site or reach out for assistance with your subscription setup.
Our staff is available to answer questions anytime.
Initial consultation and needs review
Meet your dedicated planner to discuss your goals and current situation. All information remains confidential.
This session shapes your personalised planning approach.
Monthly plan review and updates
Receive updates to your plan each month, reflecting any changes in your circumstances or the broader market.
Stay on track with regular, proactive support.
Ongoing access and support
Communicate directly with your planner for advice or questions, included in your monthly fee.
No extra charges for core consultations.
Subscription pricing plans
Simple, transparent options for every stage of life
Standard Plan
Core monthly planning and unlimited consultations
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Personalised monthly review
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Dedicated planner access
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Direct communication channel
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Confidential data handling
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No lock-in contracts
Family Plan
All Standard features plus additional household support
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All Standard Plan services
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Family consultations
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Flexible appointment scheduling
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Extra privacy safeguards
Premium Plan
Enhanced service with priority scheduling and extra reporting
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Priority appointment times
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Enhanced reporting options
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All Family Plan features
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Annual in-depth review
APR, fees, and all terms are outlined below for your clarity.
Compare your options easily
See how our subscription stands out from alternatives
Transparent pricing, reliable support, and dedicated planners make our service a practical choice.
moliaatora subscription
Ongoing consultations and monthly reviews included
Traditional planning
Often charges per hour or one-off sessions
Monthly cost
Predictable subscription billing
Ongoing support
Access to your planner year-round
Data privacy
Strict security and confidentiality
Flexibility
No lock-in contracts required