Subscription-Based Financial Planning Service
Experience ongoing, professional financial planning with a straightforward $250 monthly subscription. Receive regular consultations, analytical reviews, and guidance tailored to your needs. All fees are transparent—no hidden costs or product sales.
Results may vary. Past performance doesn't guarantee future results. Fees are $250 per month, payable monthly.
Subscription Planning Benefits
Practical, ongoing support and transparent pricing for Australian clients
Continuous Professional Guidance
Receive timely advice and monthly sessions to keep your financial planning on track, adapting to your changing circumstances.
Transparent, Predictable Costs
Enjoy a fixed $250 monthly subscription with no commissions, ensuring clarity and confidence in every aspect of your service.
About Us
Your subscription-based planning partner
We specialise in ongoing financial planning for Australians through a simple monthly subscription. Our focus is on providing clear, practical advice and professional support at a transparent, fixed price.
How Our Subscription Works
Our $250 per month subscription provides you with access to regular, one-on-one financial planning sessions with experienced professionals. From the moment you subscribe, you’ll receive ongoing analytical reviews, tailored recommendations, and prompt responses to your questions, all delivered with a focus on your individual needs. Our approach avoids product sales and commissions, ensuring you receive impartial guidance. Fees are transparent and payable monthly, with no additional or hidden charges. Results may vary based on your personal circumstances, and all guidance is offered with your privacy and preferences as a priority. Past performance doesn't guarantee future results. Consultations are designed to adapt as your life evolves, giving you confidence and clarity every step of the way.
Client Stories
See how ongoing planning delivers practical, personal benefits
Lisa Chen
Small Business Owner, Chen Consulting
Lisa found it overwhelming to balance business growth and personal finances, lacking time for thorough analysis.
"The subscription model made ongoing advice accessible and convenient. I value the impartial guidance—no pressure or product sales. Results may vary, but I appreciate the consistent support."
Marcus Patel
Freelance Designer, Patel Studio
Marcus often made ad hoc financial decisions and felt uncertain about long-term implications or regulatory changes.
"Having a professional to consult every month helps me adapt quickly as things change. I know the advice is unbiased and tailored to my needs."
Sarah McLeod
Independent Consultant, McLeod Solutions
Sarah struggled to keep up with evolving rules and needed guidance tailored to her situation as an independent consultant.
"I appreciate the clear communication and flexible scheduling. The monthly subscription suits my needs and keeps things simple."
Frequently Asked Questions
What is included in the monthly subscription?
You receive ongoing consultations, analytical reviews, and tailored financial recommendations for $250 per month.
Are there any hidden charges or commissions?
No, the monthly fee is fully transparent. There are no commissions or additional costs added.
Can I cancel my subscription at any time?
Yes, you can cancel your monthly subscription without penalty or long-term commitment.
Ready for Practical Planning?
Start your subscription today and receive ongoing analysis, strategy sessions, and personal guidance for a fixed monthly fee.