Monthly subscription service for ongoing financial guidance
Join thousands of Australians who've discovered the value of consistent financial planning. Our monthly subscription connects you with experienced consultants who understand your goals and help navigate life's financial decisions with confidence.
Financial planning involves risk and individual circumstances vary significantly.
Regular one-on-one sessions with qualified financial consultants who review your progress, discuss upcoming decisions, and help you stay on track with your financial goals. Think of it as having a trusted advisor in your corner.
We dive deep into your spending patterns and help identify opportunities for better money allocation. No judgment here — just practical insights to help your dollars work harder for your future.
Whether you're planning for a home purchase, career change, or retirement, we help map out realistic timelines and savings strategies that fit your lifestyle and income capacity.
We start with a comprehensive review of your current financial situation, goals, and concerns. This foundation helps us understand where you are and where you want to go.
Based on your assessment, we develop a personalized approach that fits your lifestyle and income. Every plan is unique because every person's situation is different.
Regular monthly consultations keep you accountable and allow for plan adjustments as your circumstances change. Life happens — we help you adapt.
Between sessions, you have access to guidance via email for urgent questions or when opportunities arise that need quick input from your consultant.
| Features | Traditional Advisors | DIY Apps | Our Service |
|---|---|---|---|
| Monthly ongoing support | |||
| Fixed transparent pricing | |||
| Personalized human guidance | |||
| Flexible scheduling | |||
| Email support between sessions |
Monthly check-ins ensure you stay on track with your financial goals and make adjustments when life changes direction.
Know exactly what you're paying each month — no surprise fees or commission-based recommendations that might not serve your best interests.
Unlike generic advice or automated recommendations, you get guidance tailored to your specific situation and goals from real financial professionals.
Life doesn't happen on schedule. Get email support between sessions when urgent financial questions arise or opportunities need quick evaluation.
Our consultants aren't trying to sell you products. We focus purely on guidance and planning that serves your financial well-being.
Build a relationship with someone who understands your history, goals, and preferences — making advice more relevant and effective over time.
Active subscribers
Planning projects completed
Years of experience
Client satisfaction rate
What our subscribers say about their planning experience:
The monthly check-ins have been a game-changer for our family's financial planning. Having someone who knows our situation and can provide ongoing guidance has helped us stay focused and make smarter decisions about our money.
Sarah M., Melbourne
Next Tuesday, 7:30 PM AEDT
Join our lead financial consultant for a practical session on building sustainable financial habits that actually stick. Perfect for anyone feeling overwhelmed by financial planning or unsure where to start.
Simple budgeting frameworks that work
Common financial planning mistakes to avoid
Q&A session with real participant questions
Limited to 150 participants
Register FreeGet in touch to learn more about our subscription service
Send Message