Get to know our financial planning subscription
Discover how our subscription-based financial planning service can help guide your financial decisions. For a flat fee of $250 per month, you gain ongoing access to experienced professionals, transparent advice, and tailored planning. We focus on providing clarity and confidence around your financial future, with clear pricing, no hidden costs, and flexible support designed to fit your individual needs. Results may vary, and all advice is tailored to your unique circumstances.
Experienced advisors
Guidance from qualified professionals every month.
Transparent pricing
Flat monthly fee with no hidden charges attached.
Personalised insights
Support tailored to your individual financial situation.
Key features of our subscription service
Monthly planning consultations included
Subscribers receive scheduled monthly sessions with a financial planner. Each session is tailored to your current needs, ensuring you address relevant topics and receive timely advice for your personal circumstances.
Clear fee structure and no surprises
Our $250 per month subscription includes all standard services. There are no unexpected costs, giving you peace of mind when managing your financial planning through our service.
Strict confidentiality and compliance focus
Your information is handled with care, in line with Australian privacy laws and industry standards. We prioritise your security and confidentiality at every step.
Why choose our service
Practical, ongoing support designed for individuals seeking clarity in financial planning
Direct access to experts
Enjoy a direct line to experienced professionals who understand the Australian financial landscape and are committed to your needs.
No hidden fees or charges
Our pricing is simple and transparent—$250 per month covers your regular planning sessions and ongoing support.
Flexible appointment scheduling
Book consultations at times that suit your schedule, ensuring financial advice is always accessible.
Confidential and compliant
We keep your information secure and comply with all relevant Australian privacy regulations.
Ongoing, personalised advice
Receive tailored guidance that adapts as your financial situation evolves over time.
Transparent communication
We explain every recommendation and ensure you always understand your options.
Our commitment
Dedicated to delivering reliable, transparent financial planning for every client
Professional experience
Our team brings extensive experience in Australian financial planning, focusing on your best interests.
Benefit from insights rooted in experience and ongoing professional growth.
Seasoned professionals
Years of practical knowledge in financial planning.