Transparent financial planning subscription
Our monthly subscription model offers ongoing access to expert financial planning for a flat rate of $250 per month. There are no hidden fees, commissions, or product sales—just professional, tailored advice and regular consultations as your needs evolve. Your subscription renews monthly, and you may cancel at any time. Please note: results may vary and past performance does not guarantee future outcomes. All advice is customised to your situation. For full terms and fee details, see below.
Meet your planning team
Our planners bring years of experience and a client-first approach.
Emily Carter
Senior Planner
Expertise
Emily has spent over a decade helping Australians navigate complex planning decisions with empathy and insight.
Client satisfaction
Consistently high ratings
Leadership award
Recognised for team support
Jack Wilson
Financial Planner
Expertise
Jack is known for practical solutions and clear, client-focused advice for a range of planning needs.
Community outreach
Financial literacy talks
Diversity recognition
Inclusive client work
Priya Nair
Associate Planner
Expertise
Priya delivers detailed reviews and helps clients adapt their plans as circumstances change.
Efficiency award
Process improvements
Mentorship
Guided new planners
Liam Nguyen
Planner
Expertise
Liam brings a supportive approach, focusing on practical, actionable steps for each client.
Client feedback
Positive reviews
Team player
Collaborative approach
How our subscription process works
Simple steps ensure you receive personalised planning and ongoing support from day one.
Initial consultation and needs review
Start with a no-obligation discussion about your current situation, future goals, and planning priorities.
This meeting helps us tailor our service to you.
Personalised subscription plan setup
We create a service plan based on your needs, outlining how consultations and support will work each month.
You'll know exactly what to expect.
Ongoing consultations and reviews
You receive regular meetings, clear updates, and can reach out whenever your circumstances change.
Stay connected for evolving guidance.
Flexible cancellation or adjustments
You can adjust or end your subscription whenever needed, with service continuing through your current month.
No penalties or lock-in contracts.
Our pricing plans
Transparent monthly options for every need
Standard
Ongoing consultations included
All-inclusive fee
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Unlimited consultations
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Personalised guidance
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Transparent pricing
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No commissions
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Ongoing reviews
Retiree
Tailored for retirees
Customised support
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Retirement focus
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Flexible access
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Regular reviews
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Transparent pricing
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Personal advisor
Family
For couples or families
Shared consultations
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Joint planning
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Family reviews
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Flexible scheduling
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Transparent pricing
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Personal advisor
How we compare
See how our subscription differs from others