Subscription financial planning, made simple
Our service is built around a clear, fixed monthly fee of $250. Enjoy ongoing access to professional advisors, regular analytical reviews, and client-focused support—no joining fees or hidden charges. Results may vary.
Meet your advisory team
Experienced professionals supporting your subscription journey
Our advisors provide practical, personalised support and guidance to help you make informed financial decisions.
We focus on transparency, reliability, and compliance with Australian standards.
David Greene
Senior Financial Advisor
David brings over a decade of advisory experience.
David is known for clear guidance and a practical approach to planning, helping clients feel confident about their options.
“I believe in making financial planning approachable and effective.”
Award for client service
Featured in industry magazine
Samantha Lee
Client Services Manager
Samantha ensures seamless communication and client care.
With a background in client management, Samantha supports each client's experience from first contact through ongoing service.
“Every client deserves attentive support and respect.”
Recognised for service excellence
Helen Carter
Compliance Specialist
Helen oversees regulatory compliance and privacy.
Helen's work ensures our service meets Australian requirements for privacy, security, and ethical standards.
“Compliance builds trust and confidence for clients.”
Industry compliance awards
Your journey is our priority.
How your subscription unfolds
From the first consultation to ongoing reviews, your advisor supports you at every stage
Initial consultation setup
Once you subscribe, we schedule your first session to discuss your current financial situation, objectives, and preferences.
This meeting allows us to tailor our approach to your unique needs and answer any questions you have.
Monthly advisory sessions
Each month, you'll meet with your advisor to review progress, address changes, and adjust your planning as needed.
Ongoing consultations help keep your plan relevant as circumstances evolve.
Regular analytical reviews
We provide periodic analytical reviews, offering clear insights and practical recommendations to inform your decisions.
Your advisor is available to clarify review findings and discuss next steps.
Simple, transparent pricing
Standard
Monthly subscription for ongoing planning
A$250.00
per month
- Monthly consultations included
- Analytical reviews and reports
- Direct access to your advisor
- No joining or extra fees
Couples
Joint planning for two subscribers
A$325.00
per month
- Monthly joint consultations
- Analytical reviews for both
- Direct access for each member
- No joining or extra fees
- No joining or extra fees
Small Business
Planning support for business owners
A$350.00
per month
- Monthly business-focused consultations
- Analytical reviews tailored to business
- Direct access to advisor
- No joining or extra fees
Compare our subscription plans
| Features | Standard Plan | Couples Plan | Small Business |
|---|---|---|---|
| Monthly consultations included | Yes | Yes | Yes |
| Analytical reviews provided | Yes | Yes | Yes |
| Direct advisor access | Yes | Yes | Yes |
| No joining or extra fees | Yes | Yes | Yes |
| Joint consultations | No | Yes | No |
| Business-specific support | No | No | Yes |