Subscription-based financial planning for Australians
Ongoing access to professional guidance for a flat monthly fee—transparency and personalisation at every step
With our $250 per month subscription, you receive regular financial planning consultations, clear advice, and reliable support. Our transparent pricing ensures there are no hidden costs and no surprise charges. We focus on building a lasting relationship, so your financial questions are answered as your circumstances change. Results may vary, and all advice is tailored to your needs.
Results may vary and past performance does not guarantee future outcomes.
Benefits for subscribers
Practical, ongoing financial planning tailored to your needs and delivered by experienced professionals
Professional support
Access monthly consultations with qualified financial planners, focused on your individual situation.
Direct communication with experts
Customised planning each month
Transparent pricing
A clear $250 monthly fee covers your regular planning sessions, with no extra costs attached.
No hidden fees or charges
Simple and predictable billing
Personalised service
Receive flexible, tailored advice that adapts to your evolving financial circumstances.
Sessions reflect your goals
Ongoing adjustments as needed
About our service
Professional, ongoing planning
Our subscription model offers dependable support and clarity for your financial journey.
Qualified professionals
All consultations are led by experienced, accredited advisors.
Consistent ongoing support
Subscribers receive regular, scheduled consultations every month.
No hidden costs
Transparent monthly pricing with no surprise fees attached.
How our subscription works
Our financial planning subscription is designed for individuals seeking ongoing support with clear, predictable costs. For $250 per month, you gain access to regular consultations with experienced professionals who tailor each session to your evolving needs. There are no extra or hidden fees—your monthly payment covers all standard planning services. We take privacy, compliance, and security seriously, so your personal information is handled according to Australian regulations. Our team is committed to transparency and open communication, making sure you understand every recommendation we provide. You can schedule sessions at your convenience, and our advisors are always ready to discuss your unique financial situation. Please note that results may vary based on your individual circumstances, and all advice is provided in accordance with current best practices for financial planning in Australia. Past performance does not guarantee future outcomes.
Client feedback
What subscribers are saying
"Before I joined, I often felt unsure about where to turn for financial guidance. The monthly consultations have helped me feel more confident and well-informed. I appreciate the ongoing support and transparent pricing. Results have been positive but gradual, which suits my needs."
"The subscription model made it easy to budget for professional advice. My consultant always explains things clearly and respects my preferences. While some topics took time to work through, I value the ongoing relationship and flexibility."
Frequently asked questions
Answers to common questions about our subscription service
If you have questions about how our financial planning subscription works, you'll find answers here.
Your fee covers regular monthly consultations with a qualified planner, ongoing advice, and all standard planning services—no hidden charges apply.
You can book appointments at your preferred times using our convenient online system or by contacting our support team directly.
Absolutely. We comply with Australian privacy standards and take multiple measures to protect your data.
Yes, you can cancel with one month’s notice. There are no cancellation fees or penalties.
Your financial clarity begins here
Transparent subscription pricing, professional advice, and ongoing support—tailored to your needs.