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

Sarah Lee

Senior Advisor

12 years
Sydney

Focus areas

Strategy Consultation Analysis Client support

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

David Chen

Financial Advisor

15 years
Melbourne

Expertise in

Analysis Consultation Planning Support

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

Jessica Price

Support Specialist

6 years
Brisbane

Skills

Client care Scheduling Communication Admin

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

Mark Evans

Client Advisor

18 years
Perth

Areas covered

Consultation Review Analysis Support

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

Financial planning process team office

Our service process in detail

We provide a structured journey from your first enquiry to ongoing support, all with transparent monthly pricing.

1

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.

2

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.

3

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.

Popular

Standard

All-inclusive consultations and reviews

A$250.00
/ per month
  • Ongoing consultations included
  • Regular plan reviews
  • No hidden fees
  • Personalised support

Enhanced

Additional support and priority scheduling

A$300.00
/ per month
  • Priority appointment slots
  • Direct advisor messaging
  • Ongoing consultations
  • All reviews included

Premium

For clients seeking extra flexibility

A$350.00
/ per month
  • Flexible meeting options
  • Extended appointment times
  • Complete support package
  • Annual strategic review

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