Get personalised financial guidance through our comprehensive monthly subscription service — designed for individuals ready to take control of their money management journey
Financial planning involves risk and individual circumstances vary significantly
Receive dedicated one-on-one consultations each month to discuss your financial situation, review progress, and adjust your planning approach based on changing circumstances.
Get detailed analysis of your current financial resources and receive practical guidance on optimising allocation across different areas of your financial life.
Access continuous support throughout your planning journey with regular check-ins, progress reviews, and adjustments to keep you on track towards your financial goals.
Your monthly subscription includes a personal consultation session, comprehensive review of your current financial situation, practical guidance on resource allocation, and ongoing support via email between sessions. Each consultation is tailored to your specific circumstances and goals.
Each monthly consultation typically lasts 60-90 minutes, giving us adequate time to thoroughly review your situation, discuss any changes, and provide detailed guidance. We believe in quality over quantity — you'll never feel rushed during your session.
Yes, you can cancel your subscription with 30 days' notice. We believe our service should earn your continued participation, so we don't lock you into long-term commitments you might regret later.
We focus on general financial planning discussions and educational guidance rather than specific investment recommendations. Our approach centres on helping you understand different options and considerations so you can make informed decisions that suit your circumstances.
We're confident in the value our financial planning service provides. That's why we stand behind our work with clear commitments to our subscribers.
If you're not satisfied with your first consultation, we'll work with you to address your concerns or provide a full refund of that month's subscription fee.
We guarantee that every consultation will be conducted by experienced financial planning professionals who are committed to providing valuable, actionable guidance.
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Our subscribers consistently report improved confidence in their financial decision-making and better understanding of their money management options. Individual results may vary based on personal circumstances and implementation of guidance provided.
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