Subscription plan details
at a glance

Our subscription-based financial planning service is tailored for individuals seeking ongoing, professional support. Priced at $250 per month, the fee covers monthly consultations, structured analytical reviews, and responsive communication. APR: 0%. There are no lock-in contracts or hidden charges, and you may cancel at any time. Our advisors operate under Australian regulatory requirements, ensuring ethical and compliant service delivery. Results may vary and past performance does not guarantee future outcomes. All client interactions are confidential and your privacy is our priority.

Subscription plan financial consultation

Meet our advisory team

Experienced, client-focused professionals based in Australia.

Sophie Chan

Sophie Chan

Senior Advisor

10+ years
Sydney

Expertise

Consultations Regulatory Reviews Compliance

Sophie brings over a decade of experience and is known for her calm, practical approach to client needs.

Award recipient

Recognised for ethical service

Client trust record

High client satisfaction

James O'Neill

James O'Neill

Advisor

8 years
Melbourne

Expertise

Consultation Analysis Support Compliance

James is valued for his analytical skills and commitment to supporting clients across diverse backgrounds.

Positive reviews

Consistently high ratings

Compliance expert

Australian standards

Ava Nguyen

Ava Nguyen

Advisor

5 years
Brisbane

Expertise

Reviews Guidance Support Communication

Ava combines a detail-oriented mindset with excellent communication, ensuring clients feel informed.

Client loyalty

Repeat client base

Team contributor

Collaborative approach

Liam Taylor

Liam Taylor

Advisor

6 years
Perth

Expertise

Support Reviews Consultation Ethics

Liam is dedicated to ethical practice and providing clear, actionable feedback during every consultation.

Ethics leadership

Promotes best practice

Feedback excellence

Highly rated advice

How our subscription works

Our process is designed for simplicity—subscribe, consult, and receive regular analytical reviews. You have the flexibility to pause or cancel at any time, with no hidden charges.

Ongoing monthly
1

Sign up online

Day 1
Active

Complete a simple online form to start your subscription. No lock-in contracts or obligations required.

We request only essential information to set up your account securely. Your privacy and data are always protected.

Process 20%
5 minutes
2

Advisor assignment

Day 1-2
Active

We review your information and assign an advisor who best matches your needs and location.

Our experienced team matches you with an advisor, ensuring you receive tailored support from the start.

Process 40%
1 day
3

Initial consultation

Day 2-3
Pending

Your advisor contacts you to schedule the first consultation and discuss your goals.

This meeting is included in your fee and helps us tailor our approach to your requirements.

Process 60%
30-60 minutes
4

Monthly reviews

Ongoing
Pending

Receive structured analytical reviews and ongoing guidance each month as part of your subscription.

These sessions are included and focus on adapting plans as your needs evolve. Cancel anytime if circumstances change.

Process 80%
Monthly

How our subscription works

Our process is designed for simplicity—subscribe, consult, and receive regular analytical reviews. You have the flexibility to pause or cancel at any time, with no hidden charges.

Subscription pricing options

Simple, transparent plans with no hidden fees or contracts. All services are delivered under Australian regulations.

Popular

Standard Plan

Monthly consultations and reviews

A$250.00
per month
  • Monthly advisor consultations included
  • Analytical plan reviews included
  • No lock-in contract required
  • Pause or cancel anytime

Enhanced Support

Extra communication options

A$300.00
per month
  • All Standard features included
  • Priority advisor response
  • Flexible check-in frequency
  • Custom communication channels

Premium Access

Maximum advisor availability

A$350.00
per month
  • Includes Enhanced Support features
  • Extended consultation hours
  • Direct line to senior advisors
  • VIP scheduling options

APR: 0%. Fee: $250/month. Cancel anytime. Results may vary.

How we compare

Features sesottaronaira Others
Transparent pricing
Monthly subscription model
No lock-in contract
Australian compliance
Ongoing analytical reviews
Regular personal consultations