Learn more about our subscription plan
Simple, transparent monthly financial planning for your evolving needs
Subscribe to ongoing professional guidance for just $250 per month. Receive regular consultations, clear advice, and honest support tailored to you—all with no hidden fees or complicated terms.
What makes our financial planning subscription unique
Personalised monthly reviews
Every month, you’ll receive a tailored session with your dedicated planner. These reviews keep your financial goals aligned with your life changes and provide you with practical, actionable insights.
No hidden charges or surprises
Your $250 monthly subscription covers all services. There are no extra costs, so you always know what to expect and can plan confidently without confusion.
Expert, accredited professionals
Our team consists of accredited, Australian-based planners who bring years of experience and a deep understanding of local financial standards.
Easy access to support
Get prompt responses and ongoing support through multiple communication channels, making it easy to have your questions answered when you need help most.
Our promise to subscribers
Transparent, ongoing service commitment
We offer a subscription model designed for clarity and reliability, with a flat $250 monthly fee. This covers all consultations, ensuring you receive consistent, professional guidance with no confusing add-ons or surprise charges. Our approach centres on your evolving financial needs and situations.
Our experienced, accredited planners are here to help you make informed decisions and adapt to changes in your financial landscape. Whether you have questions or want a second opinion, you can count on a supportive and straightforward service experience.
Regular, scheduled monthly consultations with your planner
Clear, predictable pricing with a flat monthly rate
Professional, accredited guidance focused on your goals
Accredited team
Always up-to-date
How our subscription works
Step-by-step process
What’s included every month
Comprehensive support
Client success stories
See how our transparent subscription has helped individuals plan confidently
Emily Carter
Small business owner, Carter Solutions
Needed ongoing guidance to adapt her business finances as her company expanded rapidly.
With monthly reviews and clear advice, Emily gained confidence making decisions and experienced less financial stress.
"When my business started growing, I felt overwhelmed by the changes. The monthly subscription gave me steady support and clarity. The team always explained things in a way I could understand. Highly recommend for anyone who wants proactive, reliable guidance."
James Lee
Consultant, JL Advisory
Wanted a predictable cost for planning and unbiased support without extra fees.
Enjoyed transparent pricing and always knew what to expect each month, making financial planning less stressful.
"The clear pricing model was the main reason I joined. No surprises or hidden charges, and the advice was always tailored to my business needs. Communication is fast and always professional."
Priya Singh
Freelance designer, Singh Designs
Sought professional, ongoing advice as her projects and income streams changed frequently.
Received prompt answers to questions and regular updates, helping her stay organised despite shifting circumstances.
"Having someone available whenever I have questions has made a noticeable difference. The monthly check-ins are genuinely helpful, and I appreciate the honest, direct approach. The service isn’t perfect, but it’s the most consistent support I’ve found so far."
Frequently asked questions
Find answers to common questions about our subscription service
You receive monthly consultations, unlimited questions to your planner, and full documentation. There are no additional or hidden costs—everything is covered in your subscription.
Yes, your subscription renews monthly for continuous support. You can cancel anytime with no penalties or extra fees involved.
You’ll arrange your monthly session directly with your planner using your preferred communication method. We offer flexible scheduling to suit your needs.
Yes, all planners are accredited professionals familiar with Australian standards. They receive ongoing training to ensure reliable, up-to-date advice.
Start your subscription today for ongoing support
Experience professional, accredited planning with clear pricing and no hidden fees
Monthly reviews
Stay on track with regular, personalised planning sessions included in your subscription.
Expert team
Work with accredited planners who prioritise your financial wellbeing and clear communication.
Flat fee
Enjoy simple, transparent billing—$250 per month covers all services, no surprises.
Results may vary. Past performance doesn't guarantee future results.