Financial planning made simple for Australians
A subscription-based approach with clear monthly pricing
Get practical, straightforward guidance from experienced advisers for just $250 per month. You’ll enjoy transparent pricing, ongoing support, and no lock-in contracts—so your planning can adapt as your needs evolve.
Confidential support
Your consultations remain private and your data is protected.
No hidden fees
All costs are transparent—no surprises or extra charges.
How our subscription planning benefits you
Monthly subscription flexibility
Enjoy the freedom to pause, resume, or cancel your subscription at any time. There are no lock-in contracts or penalties, so you stay in control of your planning journey.
Direct adviser access
Speak directly with an experienced adviser when you need support. Receive clear responses to your questions and guidance tailored to your circumstances.
Transparent, predictable pricing
With a flat $250 monthly fee, you always know your costs in advance. There are no additional charges or hidden payments—just straightforward pricing.
Personalised recommendations
Receive planning insights that recognise your goals and adapt as your situation changes. Recommendations are practical and focused on your preferences.
Ethical, client-first approach
We prioritise your needs and are committed to unbiased guidance. Our advisers offer support based on experience, not commission incentives.
Data privacy commitment
Your personal information is handled securely and confidentially, meeting Australian privacy standards including the Privacy Act 1988.
About our planning service
Practical support, honest pricing
We provide straightforward planning guidance for Australians, delivered by qualified advisers.
Our subscription model ensures clarity and control—no complex contracts or surprise fees.
Experience consistent service and advice that’s tailored to your current situation.
See how easy planning can be
Our subscription puts you in control of your planning experience. There are no lock-ins or complicated processes—just clear, honest support every month. Our advisers are here to answer your questions and help you make informed decisions about planning for your future.
We use plain language and a collaborative approach to make your experience stress-free.
Hear from our subscribers
Sarah L.
Small Business Owner, Sydney
I wanted straightforward advice and a clear price. The subscription made it simple, and my adviser listened without judgement. The flexibility really helped when my circumstances changed. I appreciate the honest approach and would recommend it to others.
James R.
IT Consultant, Melbourne
Having an adviser who responds quickly makes a real difference. The monthly cost is reasonable, and there are no unexpected fees. Sometimes it took a day to get a reply, but overall the service is reliable and supportive.
Linda W.
Marketing Specialist, Brisbane
My experience has been positive from the start. The transparency and respectful communication stood out for me. I like knowing I can pause or cancel anytime if I need to. It’s a refreshing change from what I’ve seen elsewhere.
Frequently asked questions
Answers to common questions about our service
It covers ongoing access to planning consultations and tailored guidance. There are no extra fees.
Yes, you can pause or cancel your subscription whenever you choose without penalty.
You can reach your adviser by phone, email, or online meeting at your convenience.
Yes, your information is handled securely and in accordance with Australian privacy law.
No, we do not require long-term contracts or charge any setup fees.
Start your subscription today
Take control of your planning—join our subscription service and access expert guidance.