Explore your planning partnership
A subscription model for ongoing, professional financial planning support
For $250 per month, access experienced consultants, transparent service, and the freedom to plan at your pace.
Monthly subscription
Subscription benefits explained
Experience the difference with clear pricing, ongoing access to advice, and support that grows with your needs.
per month
transparent fees
Flexible consultations
FlexibleBook sessions as your needs change—no limits, just convenience.
Direct access always
ResponsiveConnect with your consultant easily for questions big or small.
Unbiased recommendations
TrustAdvice is tailored to you, with no product sales or commissions.
About our approach
A modern way to plan with ongoing support
Our team delivers practical, unbiased guidance through a subscription model. We focus on personal relationships, clarity, and adapting to your evolving needs.
Transparent pricing
Flat monthly fee, no surprises or hidden costs ever.
Personal consultant
Work with someone who truly understands your situation.
Ongoing communication
Stay connected for advice as circumstances change.
Independent advice
Recommendations are always focused on your needs.
How our service works
Your subscription gives you ongoing access to professional planning consultants who get to know your goals and circumstances. We begin with a conversation to understand your needs and set expectations clearly.
You can book sessions whenever you want, either in-person or remotely, at times that suit you. There’s no cap on the number of consultations each month—our focus is on being available when you need support.
All advice is tailored to your unique situation, and our consultants do not receive commissions or sales incentives. This ensures guidance is always unbiased and dedicated to your best interests.
Real client experiences
Stories of ongoing support and clarity in planning
Megan Taylor
Small Business Owner, Taylor Consulting
Megan often felt unsure about her options and lacked confidence when making financial choices for her business.
"Having someone I can reach out to whenever I have questions has made a significant difference. The advice is always practical and never feels rushed. I appreciate the transparency and the lack of sales pressure."
James Li
Senior Engineer, Innovatech
James struggled to adjust his planning approach as his family circumstances changed and new priorities emerged.
"The flexibility to book a session when I need it is invaluable. My consultant remembers the details and really personalises the advice, which has helped me stay on track."
Priya Nair
Marketing Director, Brandwise
Priya found complex options and jargon overwhelming, making it difficult to decide on the right course of action.
"I value the patient explanations and regular check-ins. My consultant takes time to ensure I understand my options, which has made a big difference to my confidence."
Frequently asked questions
Common questions about our subscription planning model
The fee covers unlimited consultations, regular plan reviews, and ongoing support. There are no commissions or product sales involved.
You can cancel or pause your subscription at the end of any monthly billing cycle, with no penalties or lock-in contracts.
Yes, our consultants do not receive commissions or sales incentives. Our recommendations are based solely on your needs.
You may choose remote video calls or meet in person at our Australian offices, whichever suits your preference best.
Ready to simplify your planning?
Start your subscription today for ongoing, personalised support and transparent fees.