Financial planning for your evolving goals
Expert guidance and ongoing support for one monthly fee
Explore a modern financial planning subscription that provides direct access to professional advisors. We focus on clarity, honest communication, and a truly tailored experience—no hidden fees or sales pitches.
How our subscription benefits you
Ongoing access
With a monthly subscription, you receive consistent, year-round access to your financial planner—no need to schedule and pay for each session separately.
Personalised advice
You’ll get tailored recommendations and analytical reviews based on your unique circumstances and goals, not generic templates.
Clarity and confidence
We prioritise clear communication and transparency, so you always know where you stand and what steps come next.
About our financial planning subscription
Why ongoing planning matters
Explore the benefits of a subscription-based approach to financial planning. Our method ensures you have reliable access to professional advice and regular reviews, so your plan stays relevant as your circumstances change.
With a fixed monthly fee, you gain certainty around costs and can focus on your goals without worrying about surprise charges. Our process is transparent, and our support is continuous throughout your subscription.
Work with experienced, licensed financial planners who know the Australian market
Flexible scheduling for consultations and regular check-ins
Analytical reviews and clear, actionable recommendations
Transparent pricing
No hidden fees
APR, fees, and terms
The financial planning subscription is offered at a fixed $250 AUD per month. This fee includes all scheduled consultations, regular reviews, and ongoing communication with your dedicated financial planner. There are no additional service fees, setup charges, or commissions. Your subscription can be cancelled any time with 30 days' notice, and there are no minimum contract lengths. APR is not applicable since this is not a credit product. If you have specific questions about pricing or terms, please contact us for further details.
What our clients say
Jessica R.
Small business owner
I needed reliable financial advice as my company grew. The subscription model made it easier to connect with my advisor regularly. I appreciate the clear communication and steady support.
Michael T.
Freelance consultant
After starting my own practice, I wanted professional guidance without the hassle of per-session fees. This service helped me feel more confident about my financial decisions, though sometimes scheduling took a bit longer than I hoped.
Ava Chen
Senior manager
The ongoing check-ins keep my financial planning on track. I like how the advice is practical, not just theoretical. It’s reassuring to know support is always available.
Frequently asked questions
Quick answers about our subscription service
What does the monthly fee include?
The $250 monthly fee covers scheduled consultations, reviews, and ongoing planner access.
Are there any setup or cancellation fees?
No, there are no setup fees or cancellation charges. You can cancel with 30 days' notice.
How is your approach different?
We offer ongoing, personalised support instead of one-off sessions or sales-driven meetings.
Is there a minimum contract length?
No, the subscription is month-to-month. You may cancel at any time with notice.
Ready to start planning?
See how ongoing advice can add value to your financial decisions
No contracts—just straightforward, ongoing support