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Value-driven planning

Explore subscription-based financial advice

Transparent, ongoing support at a predictable rate

Gain clarity and confidence with a $250/month subscription for professional financial planning. Our experienced advisors provide continuous, client-focused service with no hidden fees or commissions. Every consultation is tailored to your needs, ensuring you receive actionable recommendations and transparent communication.

Contact us today See subscription plans
Australian compliant
Fee transparency
Client-focused

Key advantages for clients

Our subscription model offers practical benefits for Australians seeking reliable guidance and ongoing support.

$250/month

Flat fee

100%

Transparent

Ongoing

Support

Personal advisor access

Direct

Direct communication with an experienced professional for every stage of your planning.

Fixed monthly pricing

Predictable

Predictable costs make it easy to budget for ongoing advice and support.

Client-first guidance

Aligned

Recommendations tailored to your needs with no commissions or product bias.

About our approach

Focused on your interests and practical outcomes

Our team delivers a transparent, client-centric experience that prioritises your needs. With a focus on ongoing support and practical recommendations, we provide clarity and confidence through every step of your financial planning journey.

Flat subscription pricing

A single, predictable monthly fee with no extra charges.

Experienced advisors

Guidance from qualified professionals with industry knowledge.

Privacy compliance

Your data handled with care and security standards.

Analytical reviews

Regular consultations for up-to-date, relevant advice.

Client-focused process

We adapt strategies to your changing needs.

No commissions

Recommendations free from product sales influence.

Explore your subscription options

Find the right plan for your needs and experience value-driven planning with professional support.

See our plans

Our value proposition

Why a subscription model?

A subscription-based financial planning service offers Australians a modern, accessible way to receive ongoing support and practical advice without the uncertainty of traditional fee structures. With a flat monthly rate, you benefit from consistent access to experienced professionals, transparent pricing, and guidance tailored to your situation. Our approach is built on proactive consultations, analytical reviews, and a commitment to compliance with Australian laws and industry standards. By removing commissions and product sales, our model ensures advice is always shaped by your interests, providing clarity and confidence at every step. Clients appreciate the predictable costs, responsive service, and focus on long-term wellbeing, making our solution ideal for those seeking reliable financial planning. Results may vary depending on individual circumstances. We encourage you to review the service details and reach out with any questions before subscribing. Past performance doesn't guarantee future results. For full details on fees, terms, and compliance, please see our subscription plan information and legal policies.

Advisor and client discussing subscription plan

Client testimonials

What our subscribers say

Australian female client portrait
Michelle Lawton
Small business owner, Lawton Group
Ongoing support Fee clarity
“Before subscribing, I was overwhelmed by sporadic advice and inconsistent service. With this fixed monthly model, I receive regular, actionable input tailored to my business and personal needs. The transparency and lack of product sales are especially reassuring. I appreciate having a dedicated advisor, though more frequent check-ins would be helpful sometimes. Highly recommended for peace of mind.”
Communication
Actionability
Transparency
Rated 4.8
Australian male client portrait
Ethan Wang
Senior engineer, TechAdvance
Responsive Personalised
“The subscription service stood out for its commitment to my interests and ongoing availability. My advisor takes the time to explain each recommendation and adapts as my situation changes. I value their professionalism and the clear pricing. It would be even better with a more robust online portal, but overall, it's a strong offering.”
Professionalism
Relevance
Support
Rated 4.8
Australian mature male client portrait
James Cartwright
Retired executive, Cartwright Holdings
Trustworthy Confidential
“Switching to this subscription model was a practical move. I like knowing exactly what I’ll pay every month and that the advice is not tied to products. My advisor is diligent and respects my privacy. Results have been positive for me, though every situation is different. Results may vary.”
Confidentiality
Reliability
Customisation
Rated 4.8

Frequently asked questions

Answers to common questions about our subscription service

Our FAQs address how the model works, what’s included, and key details about fees and ongoing support.

Pricing
Fees
Advisors
Privacy

Explore value-driven financial planning with full transparency

Start your journey toward clarity and confidence in your financial decisions. Our subscription model ensures predictable costs, continuous access to professional advisors, and actionable recommendations shaped by your needs.

See how our subscription works for you

Discover the advantages of a flat monthly fee, no commissions, and ongoing access to expert guidance. Experience client-first planning and practical advice that evolves with your circumstances.

View subscription pricing