Financial Planning Subscription: $250/month, All-Inclusive
Our subscription model provides unlimited direct consultations, ongoing professional guidance, and a transparent fee structure at $250 per month. There are no commissions, hidden costs, or surprise fees. We offer a simple, ethical approach to financial planning, fully compliant with Australian standards. APR rates and repayment terms do not apply, as there is no credit component—just a monthly service fee. Cancel anytime with a one-month notice. Results may vary, and past performance doesn't guarantee future outcomes.
Expert Team
Experienced, unbiased professionals
Flexible Access
Book sessions as needed
Meet Your Financial Planning Team
A group of dedicated Australian professionals with a commitment to transparency and client-focused service
Jordan Miles
Master of Finance University of Sydney
10 years total "Australian compliance"
Sydney Advisory Group
Certifications:
Methods:
Key Skills:
Achievements:
Led compliance initiatives
Published industry articles
Achieved client retention goals
Speaker at finance summits
Brings deep expertise in regulatory compliance and client relationships.
Lisa Chen
Bachelor of Commerce Monash University
12 years total "Client communications"
Melbourne Financial
Certifications:
Methods:
Key Skills:
Achievements:
Increased client satisfaction
Organised client workshops
Developed planning templates
Improved team processes
Specialist in subscription-based planning for diverse Australian clients.
David Singh
Bachelor of Economics University of Melbourne
5 years total "Process management"
Brisbane Advisory
Certifications:
Methods:
Key Skills:
Achievements:
Streamlined onboarding
Created process guides
Supported team projects
Maintained compliance records
Focus on process transparency and client education for all subscribers.
Amelia Watson
Graduate Certificate in Management UNSW Sydney
8 years total "Client onboarding"
Perth Client Solutions
Certifications:
Methods:
Key Skills:
Achievements:
Enhanced onboarding system
Improved client feedback
Organised training sessions
Implemented new support tools
Ensures smooth onboarding and ongoing support for all subscribers.
How Our Subscription Process Works
From your initial enquiry to ongoing consultations, our process is designed for transparency and client ease. Each phase ensures your needs are met and questions answered.
Step 1: Enquiry
Start the Conversation
Submit your enquiry via our contact form or phone. We gather basic information and answer any preliminary questions to ensure our service is a good fit.
Initial Contact
Prompt, professional response to your enquiry.
Service Suitability
Assess if our approach matches your needs.
Step 2: Consultation
Schedule Your Session
Book your initial consultation, included in your subscription. We discuss your objectives and explain our fee structure in detail.
Session Booking
Flexible consultation times for convenience.
Fee Clarity
Transparent pricing and service summary.
Step 3: Planning
Receive Personalised Advice
Our team reviews your details, discusses your goals, and provides actionable recommendations during your scheduled sessions.
Custom Guidance
Advice aligned with your circumstances.
Action Steps
Clear recommendations for planning.
Step 4: Ongoing Support
Continued Access and Review
As a subscriber, you can book further consultations anytime. We provide regular updates and remain available as your needs evolve.
Flexible Access
Ongoing support, no extra charge.
Relationship Focus
Long-term commitment to your goals.
Transparent Pricing Options
All plans offer the same level of service and ongoing support.
Subscription
All-inclusive financial planning
-
Unlimited consultations included
-
Transparent fee structure
-
No commissions or incentives
-
Australian compliance standards
Business Planning
Tailored for business owners
-
Business-focused sessions
-
Regulatory advice included
-
Flexible appointment times
-
Ongoing professional support
Premium Plus
Enhanced support and reviews
-
Quarterly plan reviews
-
Priority booking access
-
Comprehensive reporting
-
Dedicated support manager
Compare Subscription Plans
| Features | Subscription Plan | Business Planning | Premium Plus |
|---|---|---|---|
| Unlimited consultations included | Yes | Yes | Yes |
| Business-focused sessions | No | Yes | Yes |
| Priority booking access | No | No | Yes |
| Comprehensive reporting | No | No | Yes |