Simple Monthly Financial Planning Subscription
For $250/month, receive unlimited access to professional financial planning consultations, transparent terms, and no hidden fees.
Unlimited Sessions
Book as many consultations as needed each month.
Clear Terms
All fees and conditions outlined before you sign up.
Confidential Support
Your privacy and data security are always a priority.
Meet Your Advisory Team
Our professionals have deep experience in financial planning across Australia.
Karen O'Brien
Senior Advisor
Focus
Retirement advice
Skills
Karen has over 15 years advising clients on retirement and transition planning. She is known for her ethical approach and commitment to transparency.
Industry Award
Recognised for service
Client Satisfaction
High feedback ratings
Michael Tran
Financial Planner
Focus
Personal advice
Skills
Michael offers tailored consultations, drawing on a decade of experience in the Australian market. He values clear communication and ongoing support.
Leadership Role
Team project lead
Trusted Advisor
Repeat client base
Priya Menon
Client Service Manager
Focus
Client relations
Skills
Priya ensures a seamless experience for all clients, coordinating meetings and follow-ups to keep your planning on track.
Scheduling Expert
Efficient processes
Client Praise
Consistently positive
Alex Robertson
Compliance Specialist
Focus
Regulatory review
Skills
Alex manages regulatory compliance and ensures that all planning advice meets Australian financial standards.
Compliance Lead
Policy oversight
Certified
Industry credentials
How the Subscription Process Works
Transparent steps from sign-up to ongoing support
Enquiry and Needs Assessment
Contact us online or by phone to discuss your goals. We’ll ask a few questions to match you with the right advisor.
No obligation to proceed after initial assessment.
Service Overview and Terms
We’ll send you an outline of our service, pricing, and terms. Review everything before committing.
All fees, terms, and included features are provided in writing.
Subscription Activation
Once you agree, your subscription starts. Access consultations and support immediately.
Monthly fee charged to your nominated payment method.
Ongoing Consultations and Support
Schedule sessions as needed. Receive regular updates and reviews to keep your planning on track.
Adjust your plan and ask questions at any time.
Subscription Plans
Choose the right option for your needs
Standard
Includes unlimited consultations and ongoing support.
- Professional advice access
- Transparent $250 fee
- Flexible scheduling
- Australian compliance
Family
Support for multiple family members, with shared access.
- All Standard features
- Multi-user access
- Joint consultations
- Flexible plan options
Corporate
Designed for small businesses with additional reporting options.
- All Standard features
- Business-specific support
- Priority scheduling
- Detailed reporting
Compare Subscription Options
| Features | Standard Plan | Corporate Plan | Family Plan |
|---|---|---|---|
| Ongoing consultations included | Yes | Yes | Yes |
| Business reporting available | No | Yes | No |
| Multi-user support | No | No | Yes |
| Australian compliance standards | Yes | Yes | Yes |
| Priority scheduling | No | Yes | No |