Explore a new way to access ongoing financial planning in Australia
Flat monthly fee, flexible consultations, clear terms
Experience a subscription model designed for Australians seeking professional, compliant financial planning with no hidden costs. For $250 per month, you receive regular consultations, plan updates, and ongoing support—everything you need to stay on track.
Results may vary. Past performance does not guarantee future results.
Why choose a subscription?
Our monthly subscription model simplifies your access to reliable, ongoing financial planning while ensuring transparency and flexibility.
Flat fee
Access
Happy clients
Consistent Consultations
OngoingSchedule regular meetings with your planner to receive updated advice as your needs change.
Transparent Pricing
FixedWith a straightforward subscription, you always know your monthly costs—no surprises.
Local Expertise
AustralianOur planners understand Australian regulations and provide advice relevant to your situation.
Who we are and what we do
Dedicated to ongoing planning
We’re a team of experienced financial planners focused on supporting Australians through a subscription-based service. Our approach is built on trust, compliance, and a commitment to transparency.
By removing hidden fees and offering predictable monthly billing, we make financial planning more accessible and less stressful. Our planners stay current with Australian regulations to ensure your advice is always up to date.
We believe lasting relationships bring better results, so you’ll always have access to a dedicated professional for timely reviews and practical recommendations.
Our progress in numbers
We pride ourselves on meaningful growth, client satisfaction, and a team that delivers consistent results for Australians.
Active client accounts
Years in business
Team members
Completed plans
Client Stories
Hear from real subscribers
Sophie Turner
Business Owner, Turner Consulting
"Starting with the subscription service made ongoing financial planning much less stressful. I always feel supported and appreciate the clear communication."
David Ng
IT Specialist, NextGen Solutions
"The monthly fee gives me peace of mind. I know exactly what I’m paying for and the advice feels tailored to my needs."
Emma Harris
Marketing Director, Harris Media
"I value the flexibility and local expertise. Sometimes responses are slower during busy periods, but communication is always clear."
Rajesh Patel
Entrepreneur, Patel Enterprises
"Having one point of contact makes my planning easier. The team keeps me informed about changes that matter to me."
Frequently asked questions
Ready to experience financial planning differently?
Join other Australians who value transparency, consistent support, and local expertise—all for a single monthly fee.