Explore our subscription pricing
Our financial planning subscription is $250 per month, offering all-inclusive consultations, plan reviews, and ongoing support. No hidden fees or surprise charges—just transparent, consistent service.
Meet our advisory team
Our experienced professionals are dedicated to your financial well-being.

Sarah Lee
Senior Advisor
Focus areas
Sarah combines over a decade of advisory experience with a client-first mindset. She specialises in creating tailored strategies for individuals and families.
Industry recognition
National award finalist
Client testimonials
Consistently high ratings
Sarah Lee
Senior Advisor
Focus areas
Sarah combines over a decade of advisory experience with a client-first mindset. She specialises in creating tailored strategies for individuals and families.
Industry recognition
National award finalist
Client testimonials
Consistently high ratings


David Chen
Financial Advisor
Expertise in
David’s analytical skills and practical approach help clients navigate change confidently. He is known for detailed consultations and clear communication.
Client retention
Long-term partnerships
Professional tenure
Over 15 years experience
David Chen
Financial Advisor
Expertise in
David’s analytical skills and practical approach help clients navigate change confidently. He is known for detailed consultations and clear communication.
Client retention
Long-term partnerships
Professional tenure
Over 15 years experience


Jessica Price
Support Specialist
Skills
Jessica ensures smooth client experiences from initial enquiry to ongoing support. Her attention to detail and responsiveness are valued by clients.
Positive feedback
High client satisfaction
Timely responses
Efficient scheduling
Jessica Price
Support Specialist
Skills
Jessica ensures smooth client experiences from initial enquiry to ongoing support. Her attention to detail and responsiveness are valued by clients.
Positive feedback
High client satisfaction
Timely responses
Efficient scheduling


Mark Evans
Client Advisor
Areas covered
Mark brings nearly two decades of experience in guiding clients through financial decisions. He is praised for his honesty and supportive approach.
Trusted advisor
Established client trust
Broad experience
Diverse client base
Mark Evans
Client Advisor
Areas covered
Mark brings nearly two decades of experience in guiding clients through financial decisions. He is praised for his honesty and supportive approach.
Trusted advisor
Established client trust
Broad experience
Diverse client base


Our service process in detail
We provide a structured journey from your first enquiry to ongoing support, all with transparent monthly pricing.
Initial assessment meeting
We begin with a detailed conversation to understand your financial circumstances, needs, and goals. This sets the foundation for a tailored approach.
Your advisor will gather relevant information and answer your questions, ensuring you feel comfortable with the process.
Strategy development and review
After the assessment, we create a personalised plan. This is reviewed together, with clear explanations and a focus on your priorities.
Adjustments are made as needed, and you have ongoing access to your advisor for additional support.
Regular follow-ups and updates
Our service includes periodic reviews and prompt responses to any questions or changes in your situation. Ongoing support is covered by your monthly fee.
We keep you informed, adapting the plan as your needs evolve, with no extra charges for consultations.
Subscription tiers and details
Choose the plan that fits your needs, all with transparent monthly fees and no hidden costs.
Standard
All-inclusive consultations and reviews
Enhanced
Additional support and priority scheduling
Premium
For clients seeking extra flexibility
How our subscription compares
Feature | Our service | Competitor A | Competitor B |
---|---|---|---|
Fixed monthly pricing | |||
All consultations included | |||
Detailed personal reviews | |||
No hidden fees | |||
Australian-based advisors |