Financial planner consulting client

Discover Subscription-Based Financial Planning

Simple, transparent pricing with ongoing guidance for your financial confidence.

Gain clarity and control with a straightforward $250/month subscription for personalised financial planning. Enjoy direct adviser access, regular check-ins, and a focus on compliance. No commissions, no hidden fees—just reliable support tailored to your needs. Results may vary. Past performance doesn't guarantee future results.

Direct Adviser

Support from a licensed professional.

Monthly Check-Ins

Stay organised and informed year-round.

Flat Monthly Fee

No hidden charges or surprises.

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Benefits of Our Approach

Enjoy clarity, predictability, and personal guidance with your subscription.

Fixed Monthly Fee

Know your costs upfront—pay $250 monthly with no additional fees or commissions.

3 years

Average subscription

250 AUD

Monthly fee

Personalised Attention

Each client receives recommendations based on their individual needs and circumstances.

Ongoing Adjustments

Your plan can evolve as your situation changes, keeping you on track.

Flexible Support

Choose your preferred way to connect with your adviser—phone, video, or email.

Our Commitment to Clients

Trustworthy, Ongoing Financial Support

Australian financial adviser consulting client

Our mission is to offer transparent, reliable financial planning via a flexible subscription model. With our approach, you have consistent access to professional guidance without long-term lock-in.

We prioritise clarity and simplicity for our clients, ensuring you fully understand your plan, fees, and available services. Every consultation is tailored to your current situation and goals.

Our qualified team is committed to helping you feel informed and supported. We maintain strict compliance with Australian regulations, giving you peace of mind about your financial journey.

3 years
Average client tenure
$250
Monthly flat fee

How Our Subscription Works

Our financial planning subscription gives you access to ongoing advice and practical guidance for a flat monthly fee of $250. No commissions, no hidden service charges—just consistent support that flexes with your life. Once you join, you’ll have direct access to a qualified adviser who will review your current situation and help you set realistic, achievable goals. Regular check-ins ensure your plan stays up to date, especially as your needs or circumstances change. You can communicate with your adviser by phone, video, or email, choosing the method that fits your lifestyle. We maintain full transparency in our practices and adhere to Australian regulatory standards, so you always know what to expect. Results may vary. Past performance doesn't guarantee future results.

What Our Clients Say

Feedback from real subscription members

Client smiling with adviser
Michael Turner
Small Business Owner, Turner Consulting
Business planning Financial review
“Before subscribing, I felt unsure about my financial direction. The monthly check-ins and clear advice made all the difference. I appreciate the transparent fee—no surprises. Highly recommend for anyone seeking steady support.”
Communication
Clarity
Value
Client ratings
Client with adviser smiling
Sarah Lin
Marketing Director, Lin Creative
Financial planning Consultation
“Having direct access to my adviser is invaluable. The service is flexible and adapts to my changing needs. The team is proactive and approachable, though sometimes I wish for more digital resources.”
Support
Flexibility
Clarity
Client ratings
Client discussing plan with adviser
Jack Ryan
IT Consultant, Ryan Digital
Goal setting Ongoing advice
“The subscription has kept me organised and confident about my financial future. Regular updates are really helpful. The process is smooth, though initial setup took a bit longer than I expected.”
Organisation
Responsiveness
Value
Client ratings

Frequently Asked Questions

How does the $250/month subscription work for ongoing financial planning?

You pay a flat $250 monthly fee for ongoing access to a qualified adviser, regular reviews, and tailored guidance on your overall financial picture. There are no commissions or hidden charges.

Are there any additional fees or lock-in contracts with your service?

There are no hidden fees, commissions, or long-term contracts. You may pause or cancel your subscription with advance notice, giving you flexibility and peace of mind.

What kind of financial topics can I discuss with my adviser?

You can discuss a range of topics related to your finances, including savings, retirement planning, insurance, and general guidance tailored to your needs. Results may vary.

Ready to Start Your Subscription?

Take the next step toward more organised, confident financial planning with our $250/month service.

1

Book Your Consultation

Schedule an introductory call to discuss your needs and learn about our approach.

15-30 minutes
2

Receive Your Plan

After your consultation, your adviser will review your situation and provide a tailored plan.

3-5 days
3

Ongoing Guidance

Enjoy regular check-ins, updates, and ongoing support as your needs evolve.

Monthly ongoing

Start Your Subscription Today

Book your initial consultation and discover how ongoing planning can support your goals.

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Australian standards
Qualified advice