Transparent Subscription Pricing
Simple $250/month fee structure
Our subscription model is designed for clarity. For a flat $250 per month, you receive ongoing financial planning, direct adviser access, and regular reviews—no commissions or hidden fees. Pause or cancel anytime with advance notice. Results may vary.
Meet Our Team
Experienced financial professionals, here for you
Lauren Mitchell
Senior Adviser
Bachelor of Commerce University of Sydney
Future Wealth Group
Key skills
Methods used
Achievements
Long-term client retention
Award for service excellence
Certifications
Lauren brings over a decade of experience supporting Australians with practical, compliant advice. She values trust, transparency, and long-term relationships.
Lauren’s approach is tailored to each client’s circumstances, focusing on clear communication and ongoing support. She regularly updates plans to reflect regulatory changes and client goals.
David Chow
Financial Strategist
Master of Financial Planning Monash University
Coastal Advisors
Key skills
Methods used
Achievements
Client satisfaction recognition
Developed streamlined review process
Certifications
David specialises in holistic planning, combining analytical skills with clear, practical guidance. He is passionate about helping clients feel confident in their financial direction.
David integrates technology and personal insight to support clients through every stage of their planning. He stays updated on best practices and regulatory requirements in Australia.
Priya Singh
Client Relationship Manager
Bachelor of Business RMIT University
Advisor Connect
Key skills
Methods used
Achievements
High client satisfaction rates
Introduced new onboarding process
Certifications
Priya ensures every client feels heard and supported. She coordinates regular outreach and helps facilitate communication between clients and advisers.
Priya focuses on building strong relationships and ensuring clients are comfortable with each step. She values open communication and timely responses for every client.
Tom Nguyen
Compliance Officer
Bachelor of Law University of Melbourne
Legal Solutions Group
Key skills
Methods used
Achievements
Zero compliance breaches
Developed compliance protocols
Certifications
Tom oversees regulatory adherence and ensures all services meet Australian standards. His detail-oriented approach supports a secure, trustworthy environment.
Tom works closely with the team to ensure every client interaction is compliant and transparent. His expertise supports the firm’s reputation for reliability.
Our Planning Process Explained
We guide you from your first consultation through ongoing support, focusing on clarity and transparency at every step.
Initial Consultation Call
Book a call to discuss your current financial position, priorities, and what you’re seeking from ongoing support.
This conversation helps us tailor your subscription and set expectations.
Personalised Planning Review
Your adviser will review your details and provide recommendations based on your needs and goals.
You'll receive a summary outlining next steps and relevant considerations.
Regular Progress Check-Ins
We’ll schedule ongoing reviews to make sure your plan stays relevant as your life evolves.
Stay connected by phone, video, or email for updates and questions.
Subscription Plans
Transparent pricing for ongoing support
Standard
All core planning services with monthly check-ins and adviser access.
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Flat $250/month fee
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Direct adviser access
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No hidden charges
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Flexible communication
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Pause/cancel anytime
Plus
Includes everything in Standard plus priority response and extended consultations.
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Priority support
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Extended consultation times
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All Standard features
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Pause/cancel anytime
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Transparent pricing
Premium
All Plus features with additional in-depth reviews and compliance updates.
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In-depth plan reviews
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Compliance updates
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Priority support
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Direct adviser access
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All Plus features
Compare Subscription Options
See how our plans stack up against traditional models
cogagenmeralix
Ongoing, adviser-based planning
Monthly adviser access
Direct communication each month
Transparent flat fee
No hidden costs or commissions
Flexible communication
Choose phone, video, email
Australian compliance focus
Aligned with local regulations
Traditional Firm
Annual review, hourly billing
Monthly adviser access
Direct communication each month
Transparent flat fee
No hidden costs or commissions
Flexible communication
Choose phone, video, email
Australian compliance focus
Aligned with local regulations
Online Service
Digital-only, minimal adviser
Monthly adviser access
Direct communication each month
Transparent flat fee
No hidden costs or commissions
Flexible communication
Choose phone, video, email
Australian compliance focus
Aligned with local regulations