Financial planning made accessible monthly
Personalised, ongoing support for your financial journey
Subscribe for $250 per month and receive professional, tailored financial planning. Our transparent service adapts to your evolving needs and keeps you informed every step of the way.
What makes our subscription valuable
Ongoing plan updates
Your plan is reviewed monthly to reflect changes in your circumstances, ensuring it always aligns with your current goals and priorities.
Simple monthly pricing
Our $250 monthly subscription covers all planning services, so you always know your cost and can plan with confidence.
Personalised, accessible support
Receive direct access to your advisor and timely responses to your questions, helping you feel supported throughout your financial planning journey.
Our methodology
We focus on practical, adaptable planning and transparent communication. Our aim is to support your unique needs and help you stay informed.
-
Consultation and discovery session
-
Tailored plan creation
-
Regular monthly reviews
-
Continuous support and updates
Integrity first
We believe in honesty and clear communication with every client.
Client focus
Your interests guide every recommendation we make.
Compliance always
We meet Australian standards and prioritise responsible practice.
APR, fees, and repayment terms
Our subscription is $250 per month, billed monthly. No additional fees apply for the core planning service. We do not offer loans, credit, or repayment products, so there are no APR rates or repayment schedules involved. Your monthly fee grants you ongoing access to our planning expertise and support. Should your needs change, you can adjust or cancel your subscription at any time with no penalties. Please note: Results may vary based on your individual circumstances and financial situation.
Client feedback
Real stories from individuals using our subscription service
Sophie Hart
Project Manager, Hart & Co
Needed regular financial planning advice as her career advanced and priorities shifted.
With monthly reviews and personalised guidance, Sophie reports greater confidence and clarity about her decisions.
"I appreciate the regular updates and honest advice. The subscription makes it easy to stay organised and supported."
Liam Chen
Small Business Owner, Chen Group
Wanted an ongoing planning service to help adapt his finances to changing business demands.
The structured monthly approach provided practical steps and ongoing support that matched his needs.
"Having a set monthly check-in helps me stay ahead. The team is responsive and always transparent."
Priya Singh
Consultant, Singh Consulting
Looked for a flexible, transparent way to manage her financial planning as her consulting business grew.
The subscription model offered ongoing adjustments and clear communication, making the process smooth.
"I like that everything is explained clearly and there's no guesswork about fees. Results may vary, but I've found it valuable."
Frequently asked questions
Ready for ongoing support?
Experience personalised financial planning with monthly guidance and transparent pricing.