Subscription pricing details
Simple, transparent and all-inclusive
Our $250/month subscription covers consultations, plan reviews, and ongoing adviser access. No hidden charges or commissions—just straightforward support, whenever you need it.
Meet our team
Qualified, dedicated professionals
Sarah O’Connell
Senior Adviser
Education
Bachelor of Commerce, University of Sydney
Sarah brings over a decade of experience in financial planning and client support.
Experience
Skills
Methodologies
Certifications
David Lee
Adviser
Education
Master of Financial Planning, Monash University
David has a strong background in analytical reviews and ongoing client support.
Experience
Skills
Methodologies
Certifications
Priya Sharma
Adviser
Education
Bachelor of Business, RMIT University
Priya specialises in client relationships and strategic planning, supporting individuals across Australia.
Experience
Skills
Methodologies
Certifications
Michael Brown
Senior Adviser
Education
Bachelor of Economics, University of Queensland
Michael brings broad expertise in compliance and client-centred planning to the team.
Experience
Skills
Methodologies
Certifications
Our subscription process
Clear, step-by-step, and straightforward for every client
Initial consultation booking
Start by scheduling your first session with a qualified adviser. We’ll discuss your goals and introduce our process.
No obligation to commit before your first meeting.
Personal circumstances review
Your adviser takes time to understand your unique situation and answer your questions without product sales pressure.
All information is confidential and secure.
Plan development and review
We create and refine your planning approach, providing regular reviews and analytical consultations.
Ongoing adjustments included in your subscription.
Ongoing monthly support
Enjoy unlimited access to your adviser for questions, updates, and continued support as your needs evolve.
Monthly fee covers all standard consultations.
Choose your subscription
All plans include adviser access
Standard
Monthly consultations, plan reviews, and support.
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Monthly adviser consultations
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Ongoing support and questions
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Strategic market reviews
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Australian privacy compliance
Enhanced
Priority scheduling, additional reviews, and direct adviser line.
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Priority appointment booking
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Direct phone adviser access
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Extra annual plan reviews
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Confidentiality guarantee
Premium
Personalised sessions, flexible scheduling, and extended support.
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Flexible consultation times
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Personalised session planning
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Extended adviser support
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Comprehensive reviews
How do we compare?
See the difference between our transparent subscription and commission-based services