Subscription planning
$250/month
Our subscription model offers ongoing access to experienced financial advisors for a clear monthly rate. For $250 per month, you receive regular consultations, practical guidance, and continuous support—no hidden fees or lock-in contracts. All terms, fees, and relevant conditions are presented transparently before you begin. APR, if applicable to any additional services, will be disclosed in advance. Our service focuses on Australian adults seeking clarity and support in their financial planning. Results may vary depending on individual circumstances.
Meet our expert advisors
A dedicated team supporting your planning journey monthly
Emma Taylor
Lead Advisor
Focus areas
Emma brings a decade of experience and a client-first approach. She is known for her clear, practical advice and ongoing support.
Award winner
Recognised industry leader
Client trust
High satisfaction rates
Emma Taylor
Lead Advisor
Focus areas
Emma brings a decade of experience and a client-first approach. She is known for her clear, practical advice and ongoing support.
Award winner
Recognised industry leader
Client trust
High satisfaction rates
Liam Chen
Senior Advisor
Focus areas
Liam’s analytical approach and commitment make him a trusted advisor for ongoing financial planning.
Extensive experience
Diverse financial cases
Client feedback
Consistently positive
Liam Chen
Senior Advisor
Focus areas
Liam’s analytical approach and commitment make him a trusted advisor for ongoing financial planning.
Extensive experience
Diverse financial cases
Client feedback
Consistently positive
Sophie Nguyen
Advisor
Focus areas
Sophie is recognised for her client-centred style and ability to explain complex concepts simply.
Clear communicator
Simplifies complexity
Trusted relationships
Long-term clients
Sophie Nguyen
Advisor
Focus areas
Sophie is recognised for her client-centred style and ability to explain complex concepts simply.
Clear communicator
Simplifies complexity
Trusted relationships
Long-term clients
David Singh
Advisor
Focus areas
David combines solid expertise with a supportive, approachable manner for every client.
Top rated
Highly recommended
Client loyalty
Strong retention
David Singh
Advisor
Focus areas
David combines solid expertise with a supportive, approachable manner for every client.
Top rated
Highly recommended
Client loyalty
Strong retention
How it works
Your path to ongoing support
Subscribe online
Sign up for the $250/month plan using our secure website form.
Initial consultation
Meet your advisor and discuss your priorities and current situation.
Receive tailored advice
Get practical recommendations based on your needs and preferences.
Ongoing monthly sessions
Continue with regular meetings for continuous support and adjustment.
Transparent pricing and terms
One fixed monthly fee, no hidden costs or lock-in contracts—full transparency at every step.
Important information
Results may vary.
Monthly subscription
Ongoing access to financial advisors with regular consultations and support.
GST included
- Monthly consultations
- Personalised guidance
- Data confidentiality
- Transparent pricing
Annual subscription
All the benefits of monthly, paid up front for a year, subject to availability.
GST included
- Annual consultations
- Priority scheduling
- All standard features
- Data confidentiality
Premium support
Enhanced advisory access and faster response times for select clients.
GST included
- Priority advisor access
- Personalised reports
- All standard features
- Data confidentiality
Additional services
Consultation add-on
Book an extra session outside your regular subscription as needed.
A$300.00
GST included in all service fees
Written summary
Receive a personalised summary after each session for your records.
A$250.00
GST included in all service fees
Payment details
Accepted payment methods
- Credit card
- Bank transfer
Payment terms and conditions
- Subscription renews monthly unless cancelled
- Payments are due at the start of each period
No APR applies to standard subscriptions; APR disclosed for relevant services.
Australian Financial Services Licence
How we compare
Why choose rogacnepevevion over others