Explore ongoing consultations, clear pricing, and accredited professionals for your financial needs
Our subscription plan offers monthly financial consultations and reliable guidance from qualified professionals. Enjoy transparent fees with no surprises.
Monthly Consultations
Receive dedicated sessions each month with a fixed subscription.
Discover how a subscription model streamlines your financial planning with ongoing expert support and simple billing.
Receive monthly sessions to discuss your progress and next steps in a private, supportive environment.
per month
Consult only with licensed professionals who uphold strict Australian standards and ethics.
accredited
All fees, session details, and terms are clearly outlined—no hidden charges or surprises.
extra fees
Services align with Australian regulations, prioritising your security and peace of mind.
regulated
Book appointments at convenient times each month to suit your lifestyle and commitments.
sessions
Periodic reviews ensure your plan remains relevant as your circumstances evolve.
review
Subscription, transparency, expertise
We provide a practical, subscription-based approach to financial planning. Our focus is on consistent, professional support—never on aggressive investment promises.
Your subscription covers regular, one-on-one consultations with a qualified financial planner. Each month, you can schedule a dedicated session to review your financial landscape, ask questions, and discuss new developments affecting your goals.
We do not offer investment products or guarantee outcomes. Instead, you benefit from professional guidance focused on understanding market dynamics, resource allocation, and adapting to changes in your circumstances.
All advice is delivered in line with Australian financial services regulations. Fees are clearly disclosed: $250 per month with no additional charges for standard consultations. Results may vary for each individual.
Hear how our subscription service has simplified financial planning for diverse clients
“I was looking for professional guidance without the pressure of aggressive investment advice. The monthly subscription gave me access to clear, consistent support and I appreciate the transparency in pricing. My planner was attentive and always explained things in a way that made sense.”
“The ongoing consultations have helped me stay organised and make more informed decisions. While it’s not a quick fix, I value the regular touchpoints and the ethical approach. Occasionally, booking times can be limited during peak periods.”
“The straightforward $250/month fee meant I knew exactly what to expect. I found the advice helpful for adapting to changes in my situation. I would recommend this service to anyone seeking clarity and predictability.”
Find quick answers about our subscription
It includes one consultation per month with a qualified financial planner and ongoing support.
No. All standard consultations are covered by the flat monthly fee, with no surprise costs.
Yes, you can cancel with one month’s notice. There are no cancellation penalties.
No. Our service focuses on professional consultations, not product promotion or investment sales.
Yes, all advice is provided according to current Australian financial services regulations.
Secure your access to ongoing professional consultations with accredited advisors. Enjoy transparent pricing with no hidden fees and adapt your plan as your needs evolve.
Join our subscription and receive regular, compliant guidance focused on your goals. All services are delivered according to Australian standards. Results may vary.
View pricing options