Subscription-based financial planning service
Clear pricing, ongoing support, and practical guidance for your evolving needs.
Gain confidence in your financial decisions with our $250/month subscription—no hidden fees, just straightforward advice and dedicated service.
Transparent pricing
Fixed $250 monthly subscription, all consultations included.
Your subscription advantages
Our service is designed to offer clarity, reliability, and long-term support with easy-to-understand terms.
Personal advisor
A dedicated professional you can contact regularly for tailored advice.
Direct communication channel
Regular plan reviews
Simple monthly fee
One low rate of $250 per month covers all your planning sessions.
No entry or exit fees
No surprise costs
Secure & confidential
Your privacy and data are handled with the highest standards of security.
Ethical service principles
No third-party data sharing
Our philosophy
Building trust through honest, ongoing relationships
"We believe that transparent communication, ethical service, and clear pricing are the foundation for lasting client relationships. Our focus is on understanding your needs and providing relevant, timely support—not on commissions or product sales."
Transparency matters
You always know the cost and terms.
Ongoing support
Advice evolves as your situation does.
Respect for privacy
Your details stay confidential always.
About our team
Experienced, ethical, and dedicated to your goals
Our advisors have extensive experience in financial planning, focusing on providing clear and practical guidance. We do not accept commissions, ensuring that every recommendation is based solely on your needs and circumstances.
We prioritise ethical standards, transparency, and lasting relationships. Our subscription service emphasises straightforward advice and regular communication, giving you confidence in your financial planning journey.
Client privacy and data security are at the core of our approach. All information shared is handled with the utmost care, complying with Australian privacy regulations and best practices.
How our subscription works
Client feedback
Genuine experiences from our subscribers
Anna Thompson
Small Business Owner, Thompson & Co.
"Starting the subscription made planning easier. I appreciate the clear pricing and responsive support from my advisor."
Michael Chen
Project Manager, Urban Solutions
"The monthly fee fits my budget. I value regular check-ins and the practical advice tailored to my situation."
Lauren Patel
Consultant, Independent
"I like the ongoing access to my advisor. Occasionally, scheduling was tricky, but overall, the service is helpful."
David McGregor
Engineer, Innovatech
"Advice is always clear and unbiased. No hidden costs, which makes planning much simpler for me."
Frequently asked questions
Find answers to common subscriber topics
What does the $250 monthly subscription include?
All professional consultations, regular plan reviews, and ongoing support from your dedicated advisor.
Are there any setup or cancellation fees?
No, you only pay the monthly subscription fee. There are no entry or cancellation charges.
How is my personal information protected?
Your data is managed securely in compliance with Australian privacy laws and best practices.
Will my advisor receive commissions for product recommendations?
No, our advisors do not receive commissions or incentives from third parties.
Ready to start your planning journey?
Contact us for a transparent, ongoing service with one simple monthly fee and no hidden costs.
Personal advisor
A professional dedicated to your needs and available for ongoing support.
Flexible meetings
Schedule consultations at your convenience, as often as you need guidance.
Confidential service
Your privacy and data are protected with robust security measures.
Results may vary depending on your personal circumstances. Past performance does not guarantee future results.