Simple Monthly Subscription Pricing
Our $250/month plan covers all consultations, regular reviews, and ongoing support with no hidden fees or commissions.
Fair and Transparent
Clear monthly payment, no surprises.
Ongoing Guidance
Direct access to experienced advisors.
Meet The Advisory Team
Our advisors bring years of experience and a commitment to transparent, practical guidance.
Each team member is dedicated to understanding your needs and supporting you through every stage of your financial planning journey.
We build long-term relationships and value open communication with all our clients.
James Lee
Senior Financial Advisor
James has over 15 years helping Australians achieve their financial goals.
James is passionate about fostering lasting client relationships and delivering clear, unbiased advice.
“I believe in honest, practical guidance.”
Award-winning advisor
Chloe Smith
Client Services Lead
Chloe ensures each client receives prompt and attentive support.
With a background in financial services, Chloe is committed to supporting clients through every question and concern.
“Support is about being available when needed.”
Customer service award
Ben Harris
Financial Planning Associate
Ben assists with research and ensures plans are always up-to-date.
Ben is detail-oriented and values clear, timely communication with clients.
“Every detail makes a difference.”
Your subscription gives you direct access to this team.
How Our Subscription Works
We make financial planning approachable with a straightforward process. Your experience begins with a no-obligation call and continues with ongoing support.
Introductory Conversation
Discuss your situation, ask questions, and learn about how our subscription works.
When you first reach out, our team will schedule a call to understand your needs and explain our service. We encourage you to share your goals and any financial concerns. This conversation helps us determine how our subscription can support you and ensures you feel comfortable with our approach. There is no obligation to join at this stage, and you are free to consider your options.
Onboarding and Plan Review
Meet your advisor, review your circumstances, and set a schedule for regular reviews.
After joining, you’ll have an introductory meeting with your personal advisor. Together, you’ll review your goals, current situation, and any specific questions. Your advisor will explain your subscription benefits and set up a review schedule. This stage is about building trust and ensuring you understand the ongoing support included in your plan.
Ongoing Guidance and Reviews
Receive ongoing advice, updates, and timely responses to questions.
Your subscription includes unlimited access to your advisor for questions, as well as scheduled reviews to keep your plan current. If your circumstances change, your advisor will update your plan and offer practical guidance. We focus on open communication and timely support, ensuring you always have a partner to consult.
Transparency and Feedback
Clear communication on fees, coverage, and the scope of service at all times.
We pride ourselves on transparent communication. You’ll always know what is included in your subscription, how fees are structured, and what to expect next. We invite feedback and are committed to continuous improvement based on your experience.
Subscription Pricing Plans
Choose a plan that fits your needs. All plans include transparent pricing and ongoing support.
Important Information
Results may vary.
Standard Plan
Monthly access to all advisory services, regular reviews, and unlimited consultations.
GST included
- Unlimited consultations included
- Regular plan reviews scheduled
- Direct access to advisor
- No commissions or third-party fees
Family Plan
Support for couples or families with joint consultations and coordinated reviews.
GST included
- Joint consultations available
- Family-focused reviews
- No additional hidden charges
- Direct access to advisor
Business Owner Plan
Advisory services tailored to small business owners, including business and personal planning.
GST included
- Business planning consultations
- Personal and business reviews
- Priority response times
- No commissions or hidden fees
Payment Details
Accepted Payment Methods
- Direct Debit
- Credit Card
Payment Terms
- Monthly payments billed in advance
- GST included in all prices
No upfront fees, APR not applicable
Australian Financial Services License
How We Compare To Others
| Feature | Our Service | Competitor A | Competitor B |
|---|---|---|---|
| Flat Monthly Fee | |||
| No Commissions Ever | |||
| Ongoing Advisor Access | |||
| Transparent Pricing | |||
| Unbiased, Independent Advice |