How our subscription works for you
Our $250 monthly subscription covers regular financial consultations, ongoing support, and all administrative fees. There are no setup charges or additional costs—just one predictable monthly payment. Your subscription includes up to 12 adviser sessions per year, privacy protection in line with Australian law, and transparent terms. You can cancel anytime; partial months are not refunded. Results may vary depending on your individual circumstances and actions taken following consultations. Please note, we do not provide investment or tax advice, and all guidance is tailored to your needs.
Meet our advisory team
Experienced, approachable professionals dedicated to your financial planning journey.
Jessica Lee
Senior Adviser
Focus areas
Jessica helps clients navigate financial choices and provides ongoing, tailored support.
Industry award
Recognised for client care
Leadership role
Team lead experience
Jessica Lee
Senior Adviser
Focus areas
Jessica helps clients navigate financial choices and provides ongoing, tailored support.
Industry award
Recognised for client care
Leadership role
Team lead experience
Daniel Wong
Adviser
Focus areas
Daniel is known for making complex topics accessible and supporting ongoing client needs.
Client praise
High satisfaction
Qualified adviser
Industry certified
Daniel Wong
Adviser
Focus areas
Daniel is known for making complex topics accessible and supporting ongoing client needs.
Client praise
High satisfaction
Qualified adviser
Industry certified
Sophie Brown
Associate Adviser
Focus areas
Sophie supports clients with practical advice and a friendly approach every month.
Client favourite
Approachable style
Problem solver
Creative solutions
Sophie Brown
Associate Adviser
Focus areas
Sophie supports clients with practical advice and a friendly approach every month.
Client favourite
Approachable style
Problem solver
Creative solutions
Michael Chen
Adviser
Focus areas
Michael’s clients value his reliable support and straightforward advice year-round.
Trusted adviser
Consistent results
Team player
Collaborative work
Michael Chen
Adviser
Focus areas
Michael’s clients value his reliable support and straightforward advice year-round.
Trusted adviser
Consistent results
Team player
Collaborative work
How to get started
Enquire online
Send us your details using our secure form. We’ll review your request and respond within one business day.
Book consultation
We’ll contact you to arrange your first session with an adviser at a convenient time.
Personal review
Meet with your adviser to discuss your situation, preferences, and any questions you may have.
Ongoing support
With your subscription active, enjoy monthly meetings and continuous guidance tailored to your needs.
Choose your subscription plan
One simple, flat monthly fee with consistent support and no hidden costs.
Monthly subscription
All consultations, support, and admin fees covered for a single monthly fee.
- Up to 12 adviser meetings per year
- Dedicated adviser and ongoing support
- No setup, admin, or cancellation fees
- Privacy and data security included
Annual review option
For those seeking one-off annual planning sessions. Includes a single yearly review.
- One annual session with adviser
- Full review of your current plan
- Transparent, upfront pricing
- No hidden fees or obligations
Family subscription
Monthly subscription for two adults, covering joint support and consultations.
- Up to 12 joint meetings per year
- Support for two adults per household
- Dedicated adviser for your family
- No setup or extra admin fees
About your subscription
Your monthly fee covers all consultations, support, and admin costs.
No additional or hidden charges during your subscription period.
You can cancel any time; partial months are not refunded.
Important information
Results may vary depending on individual circumstances.
We do not provide investment or tax advice.
How our plan compares
A look at our subscription model versus typical financial services
See how our monthly subscription offers clarity and ongoing support you might not find with other services.
Our subscription
Flat monthly fee, adviser access, and no hidden costs.
Flat monthly fee
No surprise costs or extra admin fees
Ongoing adviser support
Monthly meetings included in subscription
Privacy protected
Australian privacy law compliance
Simple terms
Clear, easy-to-read subscription agreement
No cancellation penalties
You may cancel your plan at any time
Traditional service
Hourly rates, variable fees, and less ongoing support.
Flat monthly fee
No surprise costs or extra admin fees
Ongoing adviser support
Monthly meetings included in subscription
Privacy protected
Australian privacy law compliance
Simple terms
Clear, easy-to-read subscription agreement
No cancellation penalties
You may cancel your plan at any time