Explore the benefits of financial planning by subscription
Simple, ongoing support for your financial wellbeing, with clear pricing and no hidden fees.
Our $250/month subscription provides continuous access to professional financial planning guidance. Receive tailored consultations, proactive plan reviews, and transparent communication—so you always know where you stand.
Results may vary. Past performance doesn't guarantee future results.
Why a monthly subscription works
Clarity, consistency, and dedicated support for your financial planning
Enjoy peace of mind with ongoing access to professional guidance and a clear fee structure.
Transparent fixed pricing
Know exactly what you pay each month for all services.
Proactive plan reviews
Regularly scheduled assessments keep your planning up to date.
Direct access to your advisor
Easily reach your professional for questions or updates.
No unexpected costs
All consultations and plan updates are included.
Personalised service model
Your unique needs are always our priority.
About our service
A practical approach to ongoing financial planning support
Our subscription model is designed to provide continuous, adaptive guidance at a predictable monthly rate. We focus on building lasting relationships and delivering clear, actionable advice.
Transparent pricing
No hidden fees or surprise costs.
Dedicated advisor
Consistent point of contact every month.
Regular plan reviews
Ensure your plan stays aligned with your goals.
Responsive advice
Get answers as your situation changes.
Flexible scheduling
Consultations that fit your calendar.
Ongoing updates
Plans are adapted as your needs evolve.
Ready for ongoing support?
Start your subscription today and access professional financial planning for a fixed monthly fee.
Contact our teamOur growth in numbers
Demonstrating trusted support and consistent results
We are proud of our progress and the growing community we serve. Our team is dedicated to helping clients achieve greater financial clarity.
Active clients
Individuals and families benefit from ongoing support.
Plans reviewed
Proactive plan reviews completed each year.
Years in business
Growing steadily and earning client trust.
Team members
A dedicated group of experienced professionals.
Real subscription experiences
Stories from clients who value clear pricing and ongoing support
Anna McKenzie
Business owner, BrightPath
Anna felt unsure about her long-term financial decisions and wanted regular guidance.
"The subscription model brought me the consistency I needed. There’s always someone to answer my questions, and the monthly fee keeps things simple."
James Taylor
Consultant, Taylor Advisory
James previously used one-off consultations, which left him feeling disconnected and reactive.
"Having an advisor as part of my monthly plan means I never feel left behind. The proactive reviews help me stay aligned with my financial goals."
Priya Sharma
Marketing manager, Innovate
Priya struggled to keep her planning up to date as life circumstances changed.
"It’s reassuring to know my plan is reviewed proactively. The team is approachable and always ready to help, which makes a big difference."
Frequently asked questions
Find answers about our financial planning subscription service
We address common questions to help you understand how our subscription model works and what you can expect.
Your monthly fee covers all ongoing consultations, regular plan reviews, and access to professional support as your needs change.
No, all standard services are included in the subscription. Any non-standard requests will be discussed transparently.
You have regular access to your advisor, with consultations scheduled to fit your needs and additional support when required.
You may cancel your subscription with notice as outlined in our terms and conditions. No long-term contracts are required.
Start your financial planning journey today
Join our subscription service for transparent, ongoing support with a clear monthly fee. Take the next step towards greater financial clarity and peace of mind.
Sign up online
Complete our simple subscription form to get started.
Sign up online
Complete our simple subscription form to get started.
Introductory consultation
Meet your advisor and discuss your current situation and goals.
Introductory consultation
Meet your advisor and discuss your current situation and goals.
Receive your plan
Get a tailored plan with ongoing support included.
Receive your plan
Get a tailored plan with ongoing support included.
Ready to subscribe?
Contact our team for a personalised introduction to our subscription service.