Explore Subscription-Based Financial Planning

One flat monthly fee delivers ongoing, personalised financial guidance.

Our $250/month subscription gives you access to analytical reviews, tailored consultations, and professional support—no commissions, no surprises. With transparent pricing and responsive service, you can focus on planning for your future with confidence. Results may vary.

Results may vary. Past performance doesn't guarantee future results.

Key Subscription Benefits

Continuous financial clarity and professional guidance

Predictable Monthly Fee

A consistent $250 charge each month means you always know your planning costs in advance.

Flat fee

Personalised Consultations

Get planning sessions tailored to your evolving circumstances, with ongoing professional support.

Tailored advice

Analytical Reviews Included

Receive regular analytical reviews and recommendations, helping you stay on track as your needs change.

Regular updates

About Our Service

A transparent approach for Australians

250
AUD/month
12
consultations/yr
100%
client privacy

Our subscription-based financial planning service provides clear, consistent support for a fixed monthly fee. You receive professional consultations, analytical reviews, and data privacy—all with no commissions or hidden charges.

Early Success Metrics

Demonstrating growth and client trust in our model

Our early-stage results show strong client retention and increasing engagement, reflecting the value of our subscription planning.

Active Subscribers

Growing
+27%
180 clients

Our client base has grown steadily over the past 12 months.

Monthly Consultations

Stable
+22%
220 sessions

Consistent consultation volume as more clients embrace our approach.

Retention Rate

Retention Rate 92%

High client retention signals ongoing satisfaction.

Yearly Growth

Yearly Growth 27%

Year-over-year subscriber growth remains strong.

On-Time Delivery

On-Time Delivery 97%

Consultations and reviews delivered as scheduled.

Client Stories

Real experiences with our subscription planning service

Sarah Bennett

Small Business Owner, Bennett & Co

Seeking Consistent Support
Challenge

Sarah faced uncertainty with irregular planning costs and struggled to maintain ongoing financial clarity.

"Switching to a monthly plan removed stress about unexpected costs. The ongoing reviews are thorough, and I feel more in control. Sometimes responses take a day, but the advice is always clear and relevant."

Timeframe 6 months

James Liu

Senior Consultant, Liu Consulting

Complex Planning Needs
Challenge

James managed multiple accounts and needed unbiased advice, but disliked commission-based services.

"I appreciate the honest approach—no hidden fees, just monthly insights that fit my needs. The team’s expertise stands out. Sometimes scheduling is tight, but flexibility improves over time."

Timeframe 8 months

Emily Carter

Entrepreneur, Carter Ventures

Wanted Ongoing Guidance
Challenge

Emily was looking for a service offering reliable, ongoing advice rather than one-off sessions.

"Having a regular touchpoint each month helps me stay focused and accountable. Advice is practical, and I always know what I’m paying for. Occasionally, follow-up takes a little longer than I’d like, but the support is strong overall."

Timeframe 5 months
3 Client Stories
Results

Frequently Asked Questions

Start Your Subscription Journey Today

Take the first step toward structured financial planning with our transparent monthly subscription. We’re here to answer your questions and help you get started.

1

Initial Consultation

Begin with an introductory session to discuss your goals and current situation.

30-45 minutes
2

Review and Analysis

Our team conducts analytical reviews and prepares recommendations tailored to you.

2-3 days
3

Ongoing Support

Monthly sessions and responsive support help keep your plan on track.

Each month

Ready to Subscribe?

Sign up or contact our consultants to learn more about how the subscription works.

Data secure
Fair pricing