See What’s Included in Your Monthly Subscription
For $250 per month, you get access to regular planning sessions, ongoing support, and personalized guidance with no surprise fees. Our advisors focus on transparency and your evolving needs.
Michael Evans
Lead Advisor
Meet Our Team
Our advisors bring experience and a client-first approach to every subscription.
Michael Evans
Lead Advisor
Expertise
Michael leads our Sydney office, bringing a decade of experience helping Australians with ongoing financial planning.
Skills
Client Choice Award
Recognised for top service
Advisor of Year
Voted by clients
Sophie Lee
Senior Advisor
Expertise
Sophie delivers detailed, client-centered advice from our Melbourne office. She specializes in building lasting relationships.
Skills
Trusted Advisor
Praised by clients
Team Leader
Leads Melbourne team
Oliver Chen
Advisor
Expertise
Oliver is known for his clear communication and prompt follow-ups. He supports clients throughout Queensland.
Skills
Service Award
For client support
Certified
Industry standards
Emily White
Client Support
Expertise
Emily ensures smooth communication and support for all our subscribers, handling scheduling and account questions.
Skills
Top Support
Client feedback
Team Player
Supports all clients
How Our Subscription Works
We keep things transparent—here’s how you’ll move from sign-up to regular monthly planning.
Sign Up Online
Submit your details securely through our website to start your subscription and access your account dashboard.
We’ll send you a welcome email outlining next steps and scheduling options within one business day.
Initial Advisor Call
Schedule your first session to discuss your current situation, priorities, and what you want to focus on.
Your advisor will outline what’s included in your monthly fee and answer any questions you have.
Monthly Planning Sessions
Receive ongoing monthly meetings with your advisor, including action items and written follow-ups after each session.
You can adjust topics and priorities as your circumstances change. All communication is private and secure.
Ongoing Support
Access our support team for help with scheduling, quick questions, or account changes whenever you need.
Support is available by phone or email, with fast response times and a friendly approach.
Subscription Pricing
Everything included for one flat monthly fee—no hidden charges or surprises.
Standard Plan
Ongoing access to monthly sessions and support
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Monthly advisor meetings
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Personalized follow-ups
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Unlimited support access
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Australian compliance focus
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Transparent $250 fee
Flexible Plan
Month-to-month, pause or cancel anytime
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No long-term contract
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Immediate start
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Monthly advisor sessions
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All support included
Enhanced Plan
Includes priority scheduling and same-day responses
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Priority appointment slots
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Same-day support response
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All standard features
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$350 flat monthly fee
Why Choose Us?
A clear difference in value and service