Simple Pricing for Ongoing Financial Support
Clear, Predictable, Transparent
Our subscription is designed for those seeking reliable guidance at a fixed monthly fee. For $250 per month, you receive personalised advisory support, regular reviews, and open communication tailored to your evolving needs. No hidden costs or surprise fees—just straightforward, ongoing value.
Meet Your Advisory Team
Each advisor brings unique expertise, professionalism, and a commitment to your goals.
Alex Nguyen
Senior Advisor
Skills
Alex focuses on clear, practical advice and builds lasting relationships with clients.
Industry Recognition
Award-winning advisor
Compliance Leader
Leads training programs
Sophie Davis
Financial Planner
Skills
Sophie’s approach is centred on transparency and ongoing support for her clients.
Client Satisfaction
Consistently high ratings
Team Mentor
Guides junior team
Priya Patel
Client Relations Lead
Skills
Priya ensures every subscriber receives prompt, thoughtful support and clear communication.
Trusted Advisor
Strong client loyalty
Community Builder
Active in outreach
Daniel Lee
Compliance Specialist
Skills
Daniel manages privacy and compliance with a focus on protecting client interests.
Privacy Expert
Leads policy reviews
Ethics Advocate
Ensures ethical practice
How Our Subscription Process Works
Experience a simple, step-by-step process designed for ongoing support and transparent communication.
Initial Consultation Scheduled
Your journey begins with a welcome consultation to discuss your unique needs and outline our approach.
We’ll confirm your subscription, introduce your advisor, and answer any initial questions to set expectations clearly.
Personal Advisor Assigned
You are matched with a dedicated advisor who will be your primary point of contact for ongoing support.
Your advisor will review your background and reach out to schedule your first monthly review meeting.
Monthly Review Meetings
Regular consultations keep your planning on track, adapting our guidance as your circumstances change.
Each review covers your current situation, explores opportunities, and addresses any new questions or concerns.
Open Communication
Reach out to your advisor between reviews for updates or clarifications as needed.
You can message or call your advisor anytime to discuss changes, ask questions, or clarify advice.
How Our Subscription Process Works
Experience a simple, step-by-step process designed for ongoing support and transparent communication.
Subscription Pricing Plans
Simple, fixed pricing to provide ongoing clarity and support for your planning needs.
Standard Subscription
Ongoing advisory support, monthly reviews, and open communication included.
- Dedicated advisor and monthly consultations
- Unlimited advisor messaging between reviews
- Transparent fee, no hidden costs
- Secure, compliant data management
Couple’s Subscription
For two clients, offering shared reviews and joint advisory support at one fixed price.
- Joint advisor sessions for both subscribers
- Monthly shared reviews and planning
- Secure, confidential service
- All the benefits of individual plan
Family Subscription
Designed for families, including tailored support and regular joint consultations for up to four members.
- Joint advisory meetings for up to four people
- Personalised guidance for each family member
- Consistent support and secure data handling
- All planning and communication included
Important Pricing Details
$250/month applies to individual subscribers. Couple’s and family plans available at adjusted rates.
No commissions, referral fees, or performance-based charges are ever added.
All fees are GST inclusive and billed monthly in advance.
Important Notices
Results may vary based on your individual circumstances.
This service does not provide investment, tax, or legal advice.
How We Compare
What sets our service apart from others