Explore subscription-based financial planning
Clarity and support with one transparent monthly payment—no hidden costs or commissions.
Our $250/month subscription gives you ongoing access to professional financial planning tailored to your needs. Enjoy the confidence of working with an advisor who values transparency, privacy, and long-term partnership.
Simple subscription
One monthly fee for consistent, tailored financial advice.
How a subscription supports you
Ongoing advice keeps your financial plan relevant as your life and goals change over time.
Personalised ongoing consultations
Access a dedicated advisor who adapts their guidance as your circumstances evolve, providing clarity and practical steps at every stage.
Transparent and predictable costs
A fixed $250 monthly fee means no surprises. You can focus on your financial journey rather than worrying about hidden expenses.
About our service
Your needs shape every aspect of our offering
Dedicated advisor sessions
Meet with your advisor regularly to review current financial questions and discuss future plans.
Enjoy ongoing access to guidance and regular check-ins.
Direct access
One-on-one meetings with your advisor.
What to expect with our subscription
Our subscription model offers ongoing access to professional financial planning for a fixed monthly fee. You’ll receive regular reviews, timely consultations, and support tailored to your evolving needs. This approach ensures that your financial plan is always relevant and that you have a trusted advisor by your side.
We believe in clarity, transparency, and building long-term relationships with every client.
Client success stories
See how our subscription has supported real clients through changing circumstances.
Emily Johnson
Small business owner, Coastal Café
Emily wanted guidance making sense of her expanding business finances and future planning.
Through regular consultations, Emily gained clarity on her options and felt more confident navigating business growth.
"Before subscribing, I was overwhelmed by financial decisions. My advisor listened and helped me navigate changes—no sales pressure, just practical help. I now feel much more at ease."
David Lin
Operations manager, GreenTech
David needed ongoing advice as his family’s circumstances shifted and priorities changed.
The advisor provided steady support and tailored reviews, helping David stay proactive and informed throughout the year.
"Having a dedicated advisor who checks in regularly has made a huge difference. I know what to expect and feel supported every step of the way."
Sarah Miles
Consultant, Miles Consulting
Sarah was seeking structure and accountability for her evolving financial needs as her consulting work grew.
Through a transparent subscription, Sarah gained routine check-ins and objective advice, which improved her sense of control.
"The subscription approach means I get consistent support without worrying about fees stacking up. It’s kept me organised and reduced my stress."
Frequently asked questions
Ready to simplify your financial planning?
Start your subscription and get ongoing support for a fixed monthly fee.