Financial planning on subscription
A monthly $250 plan for ongoing professional guidance and clarity
Access tailored financial planning from Australian experts with a transparent monthly fee. No hidden costs or surprise charges—just practical, ongoing support.
Key benefits for members
Explore why Australians choose our financial planning subscription
Predictable monthly pricing
Enjoy the certainty of a $250 monthly fee with no hidden costs or lock-in contracts.
Australian-based experts
Work with planners who understand the local regulatory and financial environment.
Personalised service model
Every subscription provides access to a dedicated advisor who tailors support to your needs.
Secure and confidential
We use robust security measures and comply with Australian standards for data protection.
About our subscription model
Our approach to ongoing service
Our monthly subscription gives Australians consistent access to professional financial planning. We focus on transparency, responsive service, and compliance with all local standards.
Clients benefit from direct lines of communication with experienced planners and receive analytical reviews tailored to their unique requirements.
We believe in clarity and regular feedback, ensuring you always feel informed and supported. All arrangements are outlined before you commit.
How our subscription works
Our service operates on a transparent monthly model, providing ongoing, tailored consultations for a set fee of $250 per month. Each member receives access to dedicated planners who offer clear, actionable feedback.
All pricing, terms, and scheduling details are communicated upfront. There are no hidden fees or surprise charges. Members receive detailed reports and can contact their planner directly for updates.
We comply with Australian regulations, including relevant privacy and fee disclosure requirements. Our aim is to make financial planning accessible, understandable, and secure for all members.
Member experiences
Stories from Australians using our subscription service
Jessica Martin
Business Owner, Martin Consulting
Jessica felt unsure about the best way to approach her finances and needed professional, local guidance.
"The monthly subscription gives me peace of mind. I appreciate the clarity and responsiveness of my planner, though sometimes scheduling can be tight. Highly recommended for ongoing support."
David Li
Operations Manager, Sydney Solutions
David had a range of questions that standard online resources could not answer in detail or with Australian context.
"Having access to an Australian-based planner means my questions get answered with real context. The $250 fee is predictable and worthwhile, though more digital resources would be useful."
Emma Singh
HR Specialist, Bluewave HR
Emma wanted consistent financial guidance, not just a one-off consultation, but was unsure where to start.
"I value the ongoing relationship with my planner who understands my needs. The process is smooth, though sometimes I wish for more flexible meeting times. Results may vary."
Subscription FAQs
Answers to common questions about our service
What is included in my monthly subscription plan?
Each $250 monthly subscription includes 1-2 consultations, ongoing access to your planner, and detailed reporting. All fees are transparent and disclosed up front.
Are there any hidden fees or charges?
No, all costs are outlined before you start. The $250 monthly fee covers consultations and reports, with no hidden charges.
How often can I contact my planner?
You can reach out to your planner as needed between scheduled consultations. Our team is committed to timely responses to all member queries.
Is my personal information kept secure?
Yes, we follow Australian privacy regulations and use secure systems to protect your information at all times.
Take the next step in planning
Experience transparent service, local expertise, and dedicated support every month
Monthly check-ins
Stay informed and confident with regular updates and ongoing planner access.
Personal attention
Your subscription is designed around your needs and goals.
Australian compliance
Your data is protected under strict Australian privacy regulations.
Results may vary. Fees and terms apply as described in the agreement.