Discover a new way to plan your finances
Subscription-based guidance designed for clarity, convenience, and ongoing support
Our monthly subscription provides consistent access to experienced financial professionals. Receive practical advice, scenario reviews, and regular consultations—all for a fixed fee. No hidden charges, no complicated contracts—just straightforward support tailored to your needs.
Results may vary. Past performance doesn't guarantee future results.
Key subscription benefits
Experience ongoing, practical support with clear pricing and expert guidance. Designed for your evolving needs.
Dedicated professional access
Direct line to your planner for advice and insights.
Fast response to your questions
Same planner each session
Consistent, regular reviews
Stay on track with routine sessions every month.
Session reminders provided
Flexible scheduling options
Flat monthly fee model
No surprise costs—one transparent payment each month.
All consultations included
No extra administrative fees
About our service
Transparent, ongoing financial planning for Australians
How we work together
Your journey starts with a personalised assessment and continues with regular reviews.
We adapt our process to your changing needs.
Continuous support
Stay connected with your planner year-round.
What does the subscription include?
Subscribing gives you regular access to a dedicated financial planner for $250 per month. Your subscription covers scheduled consultations, ongoing scenario reviews, and timely updates tailored to your goals. All sessions are included—no extra administrative fees. Consultations are conducted in a professional, confidential manner, adhering to Australian financial planning standards. You can schedule appointments as needed and request plan adjustments when your circumstances change. Communication is simple: reach out via email or phone for practical questions between sessions. Our transparent pricing means you always know what to expect, and there are no hidden charges. Results may vary and past performance does not guarantee future results.
Client testimonials
Hear from our subscribers
"I appreciate the clear subscription model—there are no surprises when billing comes around. The monthly check-ins have helped me feel confident about my finances, even as my situation changed. Sometimes I wish the sessions were a bit longer, but overall, the support is excellent."
"Signing up was simple, and I always speak with the same planner, which makes every consultation personal. The advice is practical and relevant. Occasionally, it takes a day to get a response between sessions, but my questions are always answered."
Frequently asked questions
Answers to common questions about our subscription.
You are billed a fixed fee of $250 every month, covering all included services. There are no additional administrative costs.
Absolutely. Your subscription allows for plan updates and additional reviews as your needs evolve, with no extra fee.
Scheduled consultations, scenario reviews, and direct access to your planner are all included. Communication between sessions is also available.
Yes, we follow Australian privacy regulations and ensure your data is protected at every stage of the process.
Ready to simplify your planning?
Experience ongoing financial guidance with one clear monthly subscription—no hidden fees or complicated contracts.
Start your subscription today
Enjoy practical, ongoing support from local professionals.
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