Learn more about our financial planning subscription

Our subscription offers ongoing financial planning for a fixed monthly fee, making professional advice accessible and consistent. We focus on providing clarity and confidence for your financial journey, without hidden costs or aggressive sales tactics.

James Ellis

Lead Financial Adviser

What makes our service unique

Experience tailored guidance, transparent fees, and dedicated support with every subscription plan.

Ongoing Planning Support

Receive consistent, month-to-month advice with your subscription. Our team is here to answer questions, provide updates, and help you stay on track with your financial goals.

Personalised Consultations

Each session is tailored to your situation. We focus on analytical reviews and personal consultations, offering insights relevant to your specific needs.

Transparent Fixed Fees

Enjoy peace of mind knowing your monthly fee is set at $250. There are no surprise costs, and all planning sessions are included in your subscription.

Ethical Approach

Our advice is based on integrity and transparency. We avoid aggressive investment terms, focusing on practical, achievable planning.

Compliance & Clarity

We adhere to all Australian financial regulations, ensuring your experience is both compliant and straightforward from the start.

Responsive Client Support

Our support team is available to assist you with queries related to your subscription or planning sessions, providing responsive, friendly guidance.

Why choose our service

Discover the advantages of a subscription-based approach to financial planning.

Consistent Professional Advice

Benefit from ongoing access to experienced advisers who prioritise your best interests and provide steady guidance.

Simple Pricing Structure

Pay a flat monthly fee of $250—no commissions or hidden extras. Planning sessions and consultations are always included.

Clarity at Every Step

Our process is designed for transparency, so you always understand your options and next steps throughout your journey.

Australian Regulation Compliance

We operate in line with Australian laws and industry best practices, supporting your confidence in our service.

Our commitment

Dedicated to transparent, ethical planning

We are committed to providing honest, reliable financial planning on a subscription basis. Our approach is grounded in transparency, with no commissions or product sales. You receive unbiased advice, clear communication, and ongoing support to help you make informed decisions. Results may vary, and we encourage you to ask questions at every stage.

Transparent Fees

No hidden costs or commissions—just one set fee.

Ethical Guidance

Advice prioritising your best interests always.

Ongoing Support

Continuous access to expert consultations.