Simple, transparent pricing every month
Our subscription model is designed to offer ongoing support for a flat fee of $250 per month, with no hidden costs or long-term lock-ins. You get regular access to a dedicated adviser, practical advice, and monthly check-ins that fit your schedule. This approach is all about flexibility and transparency, giving you the confidence to make financial decisions at your own pace. Results may vary.
Meet our team
A dedicated team focused on practical financial support
Alex Kim
Senior Adviser
Expertise
Alex brings a decade of experience and a commitment to clear, personalised advice for every client.
Chartered status
Recognised industry accreditation
Award winner
Client choice award
Emma Wilson
Client Adviser
Expertise
Emma is known for her approachable style and timely support, helping clients feel understood and confident.
Service award
Excellence in client support
Community leader
Active in industry groups
James Brown
Financial Planner
Expertise
James delivers strategic, practical guidance and ensures accountability for client outcomes.
Certified planner
Industry-recognised certification
Speaker
Presenter at financial forums
Laura Evans
Adviser
Expertise
Laura’s focus on research and clear communication makes her a reliable support for clients.
Top adviser
Recognised for client trust
Process innovator
Improved client experience
How the subscription works
Our step-by-step process keeps your experience simple and transparent from start to finish
Start your subscription
Sign up online or contact our team to set up your monthly plan. We’ll confirm details and answer any questions before you begin. There’s no long-term lock-in, so you’re always in control.
Get started in minutes with support if needed.
First consultation
Meet your dedicated adviser for an initial review of your situation. This session helps us tailor our ongoing support and set up your regular check-ins.
Personalised introduction and planning session.
Ongoing support
Receive monthly check-ins, proactive updates, and access to your adviser as part of your subscription. Adjust your plan anytime as your needs change.
Continuous guidance throughout your subscription.
Choose your plan
One flat monthly fee, no surprises
Standard
Full access to monthly consultations and ongoing support for individuals.
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Dedicated adviser
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Monthly check-ins
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Transparent pricing
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Flexible terms
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Prompt responses
Couples
Designed for couples seeking joint support and shared consultations each month.
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Joint consultations
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Flexible scheduling
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Personalised advice
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Flat monthly fee
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Ongoing support
Small business
For small business owners wanting regular guidance and tailored monthly advice.
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Business-focused guidance
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Monthly reviews
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Dedicated support
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Transparent fees
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No long-term lock-in
See how we compare
Understand the advantages of our subscription model over traditional planning