Learn more about our subscription
Simple $250 monthly fee
Our service is delivered as a clear, recurring subscription for $250 per month. You get monthly one-on-one consultations, analytical reviews, and scenario-focused guidance—without hidden charges or additional commitments.
Meet our team
Rachel Lim
Lead Advisor
Brings over a decade of experience in individualized financial guidance for Australians seeking structured solutions.
Thomas Green
Analyst
Focuses on analytical planning and provides scenario-based recommendations. Dedicated to supportive client service.
Natalie Wu
Client Support
Coordinates communications, schedules consultations, and ensures your experience with our service remains smooth.
How your subscription works
A transparent, supportive experience from sign-up to ongoing consultations.
Easy sign-up process
Start by providing your contact details—no paperwork or lengthy forms.
Your privacy is protected throughout onboarding.
Schedule first session
Choose a convenient time for your initial consultation with our advisor.
We confirm your subscription details and preferences.
Receive analytical review
Each month, discuss any changes in your circumstances and review new recommendations.
All advice is tailored to your priorities.
Ongoing support available
Access your advisor for continued guidance, adapting plans as life evolves.
You can update or cancel your subscription any time.
Subscription pricing
Everything included. Transparent and predictable.
Essential
Monthly consultation and analytical review
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One-on-one advisor access
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Monthly review session
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Scenario-based planning
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No hidden fees
Enhanced
Extra support and priority response
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Priority scheduling
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Monthly consultations
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Advanced scenario reviews
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Confidentiality agreement
Comprehensive
Full support and plan updates monthly
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Dedicated advisor contact
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Plan update each session
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Unlimited consultation questions
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Full document review
See how we compare
Subscription clarity at every step