Subscription Planning
Made Simple

Our financial planning subscription is designed for Australians who value ongoing support without the stress of unexpected fees. For $250 per month, you’ll receive monthly consultations, tailored reviews, and actionable suggestions. Your payment covers all standard services—there are no additional or hidden costs. Payment is due at the start of each month, and you can cancel before your next billing cycle with no penalty. Results may vary and past performance does not guarantee future outcomes.

Australian financial planner consultation
Australian team

Meet Our Australian Team

Local experts dedicated to supporting your financial planning goals

Our advisers bring years of experience in the Australian financial landscape. Each team member is committed to providing practical, responsive support for your unique needs.

We focus on building lasting, personal relationships with our clients.

Emily Watson

Emily Watson

Senior Adviser

Emily has 12 years’ experience helping Australians with practical planning.

Emily specialises in ongoing financial planning and client support. She is known for her clear communication and dedication to transparency.

“Personalised advice is the foundation of trust.”

Consulting Strategy Communication
12 years

FPAA Member

Award-winning service

David Singh

David Singh

Client Adviser

David focuses on tailored consultations and ongoing support for all clients.

David brings a strong understanding of Australian market trends and enjoys helping clients make confident decisions.

“Support should always be straightforward.”

Analysis Client Care
8 years

Industry speaker

Grace Lee

Grace Lee

Financial Planner

Grace is committed to making financial planning accessible for everyone.

Grace’s approachable style and up-to-date knowledge help make clients feel comfortable and well-informed.

“Clarity and consistency make all the difference.”

Planning Research
5 years

Client care award

Your financial wellbeing is our top priority.

How Our Subscription Works

We deliver ongoing, practical planning for Australians with a clear monthly subscription. Here’s how the process unfolds from the moment you join.

1

Introductory Consultation

We begin with a personal meeting to understand your goals and current situation. This sets the foundation for tailored support.

Our Goal

Clarify your expectations and establish a personalised plan.

What We Do

Listen to your needs, ask clarifying questions, and gather relevant background information.

How We Do It

Use structured interviews and digital forms to collect information efficiently.

Tools We Use

Digital intake forms, video calls, secure chat

Expected Results

Summary of goals, initial plan outline

1-2 days
Lead adviser
2

Monthly Planning Review

Each month, we schedule a review to assess progress and offer updated recommendations.

Our Goal

Stay on track with evolving circumstances and priorities.

What We Do

Review recent changes, address challenges, and provide practical suggestions.

How We Do It

Use analytical review tools and consistent communication channels.

Tools We Use

Review templates, secure portal, phone or video

Expected Results

Monthly review notes, actionable suggestions

Monthly
Assigned adviser
3

Action & Implementation

We guide you through applying recommendations in your financial planning process.

Our Goal

Help you confidently put plans into action with ongoing support.

What We Do

Clarify next steps, answer questions, and provide support as you implement changes.

How We Do It

Offer step-by-step guidance through calls, chat, or email.

Tools We Use

Checklists, communication tools, documentation

Expected Results

Action steps, support resources

As needed
Your adviser
4

Continuous Support

Enjoy responsive, ongoing support for questions or adjustments between meetings.

Our Goal

Ensure you feel confident and informed year-round.

What We Do

Respond promptly to queries and provide updates or clarification as required.

How We Do It

Maintain open communication via secure messaging and scheduled calls.

Tools We Use

Messaging app, email, phone

Expected Results

Answers, clarifications, updated recommendations

Ongoing
Support team

Simple Pricing Plans

One clear monthly fee, no hidden costs or surprise charges—just transparent service.

Monthly Subscription

$ 250
per month
  • Personal consultations included
  • Monthly progress reviews
  • Actionable recommendations
  • Cancel anytime, no penalty

Add-On Services

$ 250
per month
  • Customised reporting
  • Additional meetings
  • Special situation reviews
  • Available as needed

Business Planning

$ 350
per month
  • Business-specific reviews
  • Ongoing local support
  • Monthly check-ins
  • Transparent business pricing

Compare Our Service

Features enatirinexaari Others
Transparent monthly fee
Australian expertise
Personal consultations
No hidden charges
Ongoing support