Subscription-based Financial Planning Made Simple
Enjoy transparent access to financial planning services for one monthly fee. For $250 per month, you receive all consultations, ongoing adviser access, and support—no commissions or product sales. Results may vary. Subscription can be cancelled anytime, and all fees are clear upfront. No hidden charges apply.
Monthly fee
Commissions
Track record
Meet Our Advisory Team
Experienced, qualified professionals ready to support your journey
Olivia Grant
Lead Adviser
Expertise
Olivia leads our Sydney team, focusing on clarity and ongoing client relationships.
Daniel Smith
Senior Consultant
Skills
Daniel specialises in ongoing support, ensuring plans adapt to each client’s needs.
Priya Patel
Financial Planner
Focus
Priya brings a proactive approach and strong communication to every client relationship.
Mark Evans
Client Support
Strengths
Mark is dedicated to ensuring every client receives prompt, attentive service.
How Our Subscription Works
A straightforward process for ongoing financial guidance and support
Initial Adviser Consultation Meeting
We begin with a discovery meeting to discuss your goals and gather essential information for tailored financial guidance.
No upfront paperwork required to start.
Personalised Planning Recommendations
Your adviser develops a strategy tailored to your situation, focusing on actionable steps and regular reviews.
All advice is unbiased and not linked to product sales.
Ongoing Adviser Access and Check-ins
Receive continuous support through phone, email, or portal. Schedule reviews as your needs change.
Flexible contact options—no limits on meetings.
Transparent Monthly Invoicing
You pay $250 per month, covering all consultations and support. No commissions or hidden charges apply.
Subscription can be cancelled anytime.
Our Subscription Plan
One simple fee, no surprises
Standard
Ongoing planning support
All-inclusive fee
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All consultations included
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Direct adviser access
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No commissions
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Regular reviews
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Secure portal
Couple
Joint support plan
Shared adviser access
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Joint consultations
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Combined planning
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No commissions
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Flexible reviews
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Secure access
Family
Full family planning
Family adviser support
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Family consultations
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All-inclusive support
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No commissions
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Family reviews
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Portal access
Compare Subscription Models
| Features | weroqinaleo | Others |
|---|---|---|
| Flat monthly subscription | ||
| No product sales pressure | ||
| All consultations included | ||
| Australian data protection | ||
| Direct adviser access | ||
| Clear, predictable fees |