Flexible financial planning subscription
Our $250 per month subscription provides ongoing access to experienced financial professionals, regular scenario reviews, and tailored guidance. You’ll benefit from a transparent fee structure—no hidden costs or product commissions. The subscription is billed monthly and can be paused or adjusted as needed. All services are designed to comply with Australian financial regulations, and results may vary. No investment products or educational courses are sold. You are welcome to discuss your unique needs with our team at any time.
Meet our team
Experienced, client-focused professionals
Sarah McConnell
Senior Advisor
Bachelor of Commerce University of Sydney
12 years "Scenario analysis"
BrightPath Financial, Sydney
Top Advisor Award, 2022
Client Care Excellence
Professional Leadership
Sarah has over 12 years of experience in financial planning, specialising in analytical reviews and scenario consultations.
David Wright
Planning Specialist
Master of Finance Monash University
10 years "Client reviews"
ClearPath Advisors, Melbourne
Client Satisfaction Leader
Financial Practice Innovator
David brings 10 years of industry expertise, focusing on personalised client reviews and clear communication.
Priya Singh
Financial Consultant
Bachelor of Economics University of Queensland
8 years "Scenario analysis"
Insight Financial, Brisbane
Analytical Excellence Award
Outstanding Service
Priya is known for her attention to detail and proactive scenario analysis for clients across Australia.
Michael Chen
Client Relationship Manager
Diploma of Financial Planning RMIT University
7 years "Client support"
NextGen Advisory, Perth
Service Excellence Award
Team Collaboration Award
Michael ensures every client enjoys responsive support and clear communication throughout their subscription.
How our subscription works
We keep the process simple so you can focus on your goals. Here’s what to expect when you subscribe.
Initial conversation and needs review
We start with a discussion to understand your financial position, goals, and any current challenges you face.
This helps us tailor our approach to your unique situation.
Analytical review and scenario planning
Our team conducts in-depth analysis and reviews to clarify your options and outline possible outcomes.
You receive clear, actionable recommendations based on your needs.
Ongoing support and plan adjustments
We provide continual access for questions, plan adjustments, and regular check-ins throughout your subscription.
Your plan evolves with you, ensuring continued relevance and support.
Subscription pricing
Simple, predictable, and transparent monthly fees for ongoing planning support.
Standard
Ongoing access, reviews, and support
-
Regular consultations included
-
Scenario analysis and reviews
-
No product commissions ever
-
Responsive client support
Flexible
Pause or adjust anytime needed
-
Ongoing consultations
-
Adjust or pause anytime
-
Transparent monthly pricing
-
Scenario-based reviews
Premium
Priority scheduling and support
-
Priority response times
-
All standard benefits included
-
Extended support hours
-
Personalised review sessions
Our difference
How our subscription compares to others