Get to know our financial planning approach
Discover how our subscription service simplifies your financial planning experience. We focus on clear advice, practical steps, and ongoing support to help you feel more confident about your financial future.
What makes our subscription unique
Experience clarity and consistency with a plan tailored for your goals. Our service is designed for ongoing support and practical guidance.
Monthly subscription plan
Enjoy the convenience of a predictable, flat-rate monthly fee of $250. This transparent pricing ensures there are no hidden costs or surprise charges throughout your subscription.
Personalised consultations included
Meet with a dedicated financial planner each month. Every session is focused on your unique circumstances, with actionable insights provided to support your evolving needs.
Clear and practical advice only
Our guidance is straightforward and designed to be easily understood. We break down complex financial topics and help you make sense of your options.
Upfront pricing and no surprises
All fees and terms are explained before you begin. You'll know exactly what to expect, with no additional charges beyond your subscription.
Privacy and data protection
Your personal information is handled securely in accordance with Australian privacy standards. We take your confidentiality seriously.
Ongoing support all year
You’ll have access to guidance and answers to your questions throughout your subscription. We’re here to support your planning process.
Why choose us
Focused on making planning simple
Our service is designed for those seeking straightforward, ongoing financial guidance. We prioritise practical advice and a personalised experience, every month.
Trusted advice
Guidance tailored to your situation
Consistent support
Monthly consultations and check-ins
Transparent pricing
Flat monthly fee, no extras
Privacy assured
Australian privacy law compliance
Our commitment to your financial clarity
Approachable, ongoing support
We believe financial planning should be accessible, clear, and reassuring. With our monthly subscription, you can expect regular, one-on-one consultations with a professional who understands your needs and works with you over time.
We’re committed to transparent communication, making sure you always understand the advice you receive and the fees you pay. Your experience with us will be grounded in privacy, reliability, and honest support.
Personalised, ongoing guidance from a dedicated adviser
Straightforward pricing with no hidden fees or complex terms
All information is kept strictly confidential and secure
Trusted support
Reliable, ongoing guidance