Monthly subscription for financial planning
Professional, ongoing support at $250 per month. Receive tailored consultations, transparent pricing, and analytical insights. Results may vary.
Personal Advisor
Work with a dedicated professional for ongoing support.
Consistent Reviews
Stay on track with monthly planning sessions.
Discover the benefits of consistent financial planning support
Dedicated Advisor Access
Access to your adviser ensures ongoing guidance and clarity, helping you navigate changes as they arise.
Holistic Planning Approach
Our focus is on analytical reviews and consultations, never aggressive investment promises or coaching services.
Australian Data Security
Your privacy is protected under Australian law, with robust safeguards to keep your information secure.
Your path to reliable financial planning
Expert advice, ongoing relationship
Our subscription service delivers regular, professional financial planning for a fixed monthly fee. You work directly with an adviser who becomes familiar with your unique situation, providing steady guidance as your needs evolve.
We maintain full transparency in our pricing and methods, always prioritising your individual goals. All consultations are handled by qualified professionals who comply with Australian financial regulations.
Direct access to a professional adviser throughout your subscription.
Australian regulatory compliance for your protection and confidence.
Monthly review sessions tailored to your objectives.
Analytical Reviews
Practical insights
How our subscription works
Clients subscribe for $250 per month, gaining ongoing access to a professional financial adviser. This includes monthly consultations, analytical reviews, and clear, practical planning—without hidden costs.
We do not offer investment guarantees, refunds, or coaching. All advice is tailored and delivered in compliance with Australian regulations.
Your information is protected under local privacy laws. For more detailed terms, please review our legal and privacy policy sections.
Client Stories
Real experiences from our subscription members
Emily Nguyen
Business Owner, Nguyen Solutions
Needed ongoing financial planning as her business expanded and new opportunities emerged rapidly.
Regular monthly consultations provided clarity and helped her allocate resources more effectively, enhancing decision-making.
"I value the dedicated support—my adviser understood my evolving business and provided actionable, timely insights."
James Turner
Senior Engineer, Turner Tech
Wanted a transparent fee structure and professional advice without extra costs or hidden fees.
The clear $250 monthly fee met his expectations, providing peace of mind and continuous support for his planning.
"The fixed monthly fee made budgeting easy. I always know what to expect, and the advice is consistently professional."
Priya Singh
Operations Lead, Singh Partners
Required reliable, ongoing support to adapt her personal financial plans as circumstances changed.
Continuous access to an adviser allowed her to adjust plans as needed, keeping her on track throughout the year.
"Monthly sessions kept me focused and confident. The service is approachable, never pushy, and truly professional."
Frequently Asked Questions
Answers to common questions about our service
What does the $250 monthly subscription include?
The fee covers monthly consultations, analytical reviews, and ongoing adviser access. There are no hidden or additional charges.
Is there a minimum subscription period required?
You may cancel at any time; however, partial months are not refunded. Please review our terms for full details.
How is my privacy protected under Australian law?
We comply with Australian privacy laws and take robust measures to protect your personal data at all times.
Can I request investment recommendations?
Our service provides analytical reviews and consultations, not specific investment advice or recommendations.
Secure your ongoing financial planning
Act now to receive professional support, transparent pricing, and monthly consultations. Results may vary for each client.