Affordable Subscription
Financial Planning
Access ongoing professional financial planning for a fixed monthly fee. Our $250 subscription includes regular consultations, responsive support, and transparent terms—no commissions, extra charges, or lock-in contracts.

Meet Our Experienced Advisors

Timothy Blake
Senior Advisor
Timothy has over a decade of experience in financial planning, focusing on providing personalised guidance for clients seeking ongoing support and clarity.

Jessica Tran
Advisor
Jessica helps clients navigate complex decisions with a calm, approachable manner, always prioritising their interests and transparent communication.

Priya Patel
Associate Advisor
Priya brings fresh perspectives and a detail-oriented approach, ensuring every client receives attentive, relevant support throughout their subscription.
How Your Subscription Works
Subscribe Online
Complete a simple form and set up your monthly payment to start your subscription.
Meet Your Advisor
An accredited advisor will contact you to introduce themselves and arrange your first meeting.
Initial Consultation
Discuss your current financial position, objectives, and any questions with your advisor.
Ongoing Support
Benefit from regular reviews, ongoing advice, and direct communication throughout your subscription.

Simple, Transparent Pricing
One flat monthly fee with no commissions, lock-in contracts, or hidden extras.
Standard
Personalised planning and ongoing support
Family
Support for couples or families included
Business Owner
Tailored for small business owners
APR: Not applicable. AUD 250/month. No establishment or cancellation fees. Cancel anytime with no penalty.
Subscription vs Traditional Financial Planning
See how our model compares for flexibility, transparency, and ongoing support.