Subscription-based financial planning for Australians
Clear monthly fee, ongoing support, and tailored guidance—no surprises, just clarity every step of the way.
Start your journey with a $250/month subscription and experience a transparent approach to financial planning. We offer regular check-ins, so you stay informed, confident, and on track with your goals.
Six ways our subscription supports your goals
Ongoing personal guidance
Get continuous support from a dedicated planner who understands your goals, providing advice that evolves with you every month.
Predictable monthly fee
No unexpected charges—just a simple $250/month fee covering all planning consultations, reviews, and communications.
Clarity and insight every step
We break down complex topics so you can make informed decisions with confidence, every step of the way.
Responsive support team
Reach us easily for questions or updates—prompt, friendly help is always included in your subscription.
No commissions or kickbacks
Your best interests come first. Our service is commission-free, with advice focused solely on your situation.
Regular plan updates
Your plan is reviewed and adjusted throughout your subscription, adapting to your changing needs and goals.
About our service
Get to know how our subscription planning works for you
Our mission is to make financial planning straightforward and accessible. With a subscription, you receive consistent guidance, transparent pricing, and advice tailored to your circumstances—no commissions or hidden costs.
Tailored consultations
Advice designed around your current needs and future ambitions.
Proactive reviews
We revisit your plan monthly, ensuring it remains up-to-date.
Simple pricing
One $250/month fee covers all consultations and support.
No commissions
Our advice is unbiased and always in your best interests.
Australian expertise
Local knowledge and regulatory understanding for peace of mind.
Open communication
You’re always informed about your planning journey.
Ready to take the next step?
Book your first consultation and experience the difference of our subscription approach.
Learn moreHow our service works
Start with an initial meeting to discuss your needs, priorities, and what you want from your planning journey. This sets the foundation for a partnership built on understanding and clarity.
We assess your situation and prepare a tailored plan based on your unique goals. Our focus remains on transparent, actionable recommendations that make sense for you.
Every month, you’ll receive proactive check-ins and updates. This ensures your plan stays relevant and you have the support needed to make informed decisions.
Our service includes open communication, so you can reach out with questions or concerns anytime during your subscription period.
All fees and terms are clear from the start—$250 per month covers your ongoing access, reviews, and consultations.
Our approach is to provide steady, reliable support. We revisit your plan as your goals or personal circumstances evolve, helping you stay on track.
Client stories
Hear from real subscribers
Sophie Harris
Small business owner, Bay & Co
"I needed ongoing guidance as my business grew, and this subscription gave me steady support. The monthly check-ins made everything easier to manage."
Liam Chen
Young professional, Freelance
"The clear monthly fee and regular updates kept me confident. I appreciate the honest advice and flexibility of the service."
Your questions answered
Find details about our subscription model and planning approach.
Each month, you receive a proactive check-in, plan review, and access to consultations—all covered by your monthly fee.
No, your $250/month subscription covers all service costs. We do not accept commissions or add extra charges.
Absolutely. Your plan is reviewed regularly and updated as your goals or circumstances change.
We offer transparent pricing, ongoing support, and no commission bias, focusing on your needs with regular reviews.
Take control of your future today
Join our subscription service for ongoing guidance, transparent pricing, and proactive monthly reviews.