Skip to main content

We're here when you need us.

Text size:

HomeMemberships

Membership Options For Every Stage

Whether you're planning ahead, supporting a family member or looking for ongoing guidance, we offer flexible ways to work with Planwise.

An older woman smiling during a friendly phone call at home

Start With A Free Discovery Call

Choosing the right support starts with a conversation.

During your free 15-minute discovery call, we'll learn about your situation, answer your questions and recommend the most suitable level of support for you and your loved one.

Book a Free Call

Compare Our Membership Options

Choose the option that best suits your needs today. If your circumstances change, you can always move to the other option.

All memberships include:

  1. 1

    Full access to our library of 100+ evidence-based guides, videos and practical resources.

  2. 2

    To Access to a personalized hard-copy plan crafted around your unique needs, ensuring you feel supported every step of the way.

Pay As You Go

12-Month Membership

Overview
Support when you need it, for a specific question or decision
Ongoing support and guidance across the year
Cost
$220/hour
$79/month
Term
No minimum or maximum term
12-month minimum term

Subscriptions require a 12-month commitment. Early cancellation may incur a fee — see full Terms & Conditions

Who it suits
You have a specific question or decision and want guidance without an ongoing commitment
You want continued access to guidance as your circumstances change over time
How often you connect
As needed, billed per hour
Whenever you need guidance, across the 12 months
What you get
Guidance on your specific question, plus relevant resources
  • Personalised financial plan covering your areas of need
  • Dedicated planner who 'holds your hand' and supports you as required
  • Ongoing guidance for both individuals and extended family who may be assisting
  • Analysis of full fee versus subsidized care offerings
  • 50% discount on estate planning including Wills and Powers of Attorney
  • 20% discount on rehabilitation equipment
  • Best prices for home installation and relevant items
  • Unlimited access to our full resources library
Provider help
We follow up with providers on your behalf for the matter at hand
We help you understand providers and follow up on your behalf
Extras
—
Help with funding body paperwork (e.g. My Aged Care)

Unsure Which Option's Right for You?

Pay As You Go

Suitable if you have a specific question or decision and want expert guidance without committing to ongoing support.

12-Month Membership

Suitable if you'd like continued access to guidance as new questions or decisions come up, with support that adjusts as your circumstances change.

Book a Free Call

Transparent Pricing, Independent Advice

Planwise operates on a fee-for-service model. That means we are paid by you, not by service providers or referral partners.

This allows us to provide independent guidance based on your circumstances, goals and preferences, without being influenced by commissions or referral incentives.

Our pricing is simple and transparent, so you can focus on choosing the support that's right for you.

Frequently Asked Questions

Answers to common questions about our membership options and how pricing works.