Financial planning subscription
Access ongoing, professional planning for a simple monthly fee. Transparent, tailored, and secure support—no surprises.
Professional guidance
Work directly with experienced planners for tailored support.
Transparent pricing
A clear $250/month covers all planning sessions.
Subscription planning benefits for you
Enjoy ongoing support and a clear fee structure with no hidden surprises.
Consistent access to planners
Receive ongoing, professional support and regular check-ins for your financial planning needs, all included in your monthly fee.
Transparent and predictable fees
Pay a fixed $250 per month, ensuring clarity and avoiding unexpected costs or hidden charges throughout your subscription.
Our commitment to you
Transparent, tailored, ongoing support
We are dedicated to providing straightforward, ongoing financial planning within a predictable subscription model. Our focus is on clear communication, reliable expertise, and your peace of mind.
Direct access
Speak directly with experienced planners regularly.
Fixed monthly fee
No hidden costs or unexpected charges ever.
Timely updates
Receive regular planning reviews and check-ins.
Privacy assured
We meet Australian privacy and security standards.
How our financial planning subscription works
Simple, clear, ongoing
Client experience
Hear from individuals who value ongoing planning and dedicated support.
Alex Warren
Business Owner, Warren Consulting
Needed structured planning and ongoing advice to address business-related financial questions.
Regular reviews gave clarity on choices, with straightforward pricing and responsive support throughout.
"I appreciate the consistency of service and the transparent fee structure. Having a dedicated planner available each month has been a valuable resource for my business decisions."
Sandra Lee
HR Manager, Lee Group
Wanted ongoing access to planning expertise without unpredictable consultation costs.
The subscription model provided the flexibility and ongoing support I needed, making planning easier.
"The monthly subscription gave me peace of mind. I always know what to expect in terms of costs and support. The team is responsive and professional."
Ethan Clark
Operations Director, Clark Logistics
Required regular check-ins and timely updates to support evolving financial objectives.
Frequent sessions and prompt communication helped me feel confident through each stage of planning.
"The process is streamlined, and I value the regular updates. While results take time, the guidance has been consistently reliable."
Frequently asked questions
Ready to experience ongoing financial planning?
Connect with a professional planner today and enjoy transparent, predictable fees with dedicated support.
Transparent monthly subscription
$250 per month, no hidden fees or charges.
View subscription details