Transparent $250/month subscription
Our single monthly rate of $250 gives you access to ongoing expert planning, plan reviews, and unlimited scheduled consultations. There are no commissions, no complicated fees, and all support is delivered by experienced Australian professionals.
Meet your consultants
Our experienced team delivers consistent support and evidence-based guidance.
Natalie Cross
Senior Consultant
Area
Wealth analysis
Skills
Natalie combines in-depth industry knowledge with a warm client approach. She leads complex scenario discussions and keeps plans compliant with Australian best practices.
Ethan Shaw
Licensed Adviser
Area
Scenario planning
Skills
Ethan is thorough and responsive, providing reliable recommendations during changing circumstances. He’s known for clear communication and adaptability.
Danielle Tran
Review Specialist
Area
Plan reviews
Skills
Danielle's reviews help clients stay on track. Known for her attention to detail, she streamlines the process and ensures your plan remains current.
Michael Harris
Client Support
Area
Client service
Skills
Michael is your go-to contact for all service queries. He coordinates appointments and follows up to ensure you receive timely responses.
Our process: step-by-step guidance
Each stage of your journey is handled with care—personal attention and structured steps, so you always know what comes next.
Initial consultation & onboarding
Start with a discussion to introduce your background and clarify our role. We review your key concerns and set appointment preferences.
Key goal
Begin understanding your needs and priorities.
What we do
Learn about your financial landscape and explain the subscription process and our professional standards.
How we do it
Conduct a meeting (in person or virtual) where you share your objectives, and we outline our approach.
Tools used
Online scheduling, video call, secure client forms
Expected results
Appointment, welcome pack, initial service outline
Preparation & plan review
Review your prior plans and existing arrangements. Collect any relevant documentation needed for analysis.
Key goal
Gather data to create a working summary of your circumstances.
What we do
Request your documents and examine their key points. Assess current arrangements and compliance with legal requirements.
How we do it
Secure file upload, thorough review, clarify unclear data in follow up discussion.
Tools used
Secure portal, compliance checklists, document templates
Expected results
Summary file, compliance report, next session scheduled
Strategy session & recommendations
Hold focused consultation sessions reviewing analysis and exploring planning options aligned with your objectives.
Key goal
Craft recommendations that fit your goals and evolving situation.
What we do
Present tailored analysis based on scenario discussions and regulatory standards.
How we do it
Direct consultation, Q&A, transparent dialogue about planning directions.
Tools used
Interactive planner, regulatory reference guides, secure messaging
Expected results
Action checklist, summary of discussions, agreed adjustments
Ongoing plan monitoring & follow-up
Continuous support with regular check-ins and review of your progress. Adjust plans as your circumstances change.
Key goal
Sustain long-term planning and adapt to new challenges.
What we do
Stay in touch throughout the year for scheduled and as‑needed sessions. Respond quickly to questions or new developments.
How we do it
Online or phone meetings, reminders, secure messaging for questions anytime.
Tools used
Calendar alerts, client portal, secure communications
Expected results
Updated plan, follow-up notes, next review date
Subscription pricing options
Standard plan
Full monthly subscription
A$250.00
per month
- All consultations included
- Regular plan reviews
- Transparent, fixed pricing
- Australian compliance
Couple plan
Support for two adults
A$325.00
per month
- Shared planning sessions
- Joint objectives tracked
- All consultations included
- Australian compliance
Extended plan
Additional family support
A$350.00
per month
- Support for family group
- Custom arrangements
- All consultations included
- Australian compliance
Results may vary. Past performance doesn’t guarantee future results.
Compare our subscription plans
| Features | Standard plan | Couple plan | Extended plan |
|---|---|---|---|
| Monthly plan reviews | Included | Included | Included |
| Consultations and Q&A | Included | Included | Included |
| Custom arrangements | N/A | N/A | Included |
| Family planning support | N/A | N/A | Included |