Subscription Pricing and Transparent Fees
Our financial planning service operates on a straightforward $250 per month subscription. There are no hidden fees, and all features are included. APR is 0%. This model gives you access to all consultations, reviews, and ongoing support, ensuring you always know where you stand.
Meet Our Team
Dedicated professionals with a client-first mindset
Sarah McKenzie
Lead Advisor
Bachelor of Commerce University of Melbourne
15 years "Personal planning"
BlueLake Finance
FPA Member since 2010
Awarded Excellence 2022
Sarah brings over 15 years of financial planning experience to the team. She holds qualifications from the University of Melbourne and is committed to ethical, personalised guidance for every client.
David Nguyen
Senior Advisor
Master in Financial Planning UNSW Sydney
10 years "Comprehensive reviews"
Harbour Wealth Group
Top Advisor Award 2023
Regular industry speaker
With a decade of experience, David specialises in comprehensive financial reviews. He is dedicated to providing clear, actionable advice for clients across Australia.
Emma Stewart
Client Success Manager
Diploma in Financial Services TAFE NSW
8 years "Client support"
ClientFirst Partners
Client Excellence Award
5-Star Service Rating
Emma ensures every client receives attentive support and timely communication. Her background in client relations makes her a key part of our ongoing service commitment.
Luke Harris
Operations Director
MBA in Finance Monash University
12 years "Compliance & process"
FinanceHQ
Compliance Star Award
Process Innovation 2021
Luke manages daily operations and ensures our service remains efficient and secure. He has a strong background in financial compliance and process improvement.
How Our Subscription Process Works
From initial inquiry to ongoing support, our process is designed for simplicity and transparency. Each step is tailored to provide clarity and address your evolving needs.
Initial Consultation
After subscribing, you’ll meet your dedicated advisor to discuss your goals, current financial situation, and expectations. This session sets the foundation for your ongoing plan.
Consultation lasts approximately 60 minutes.
Personalised Plan Review
Your advisor develops a tailored plan based on your input and reviews it with you. Any adjustments needed are made collaboratively to ensure relevance and practicality.
Review completed within 5 business days.
Ongoing Support & Updates
You have continuous access to your advisor for follow-up questions, plan updates, or scheduling additional consultations as your needs change.
Support available throughout your subscription.
Choose Your Plan
Simple options for ongoing planning
Standard
Full access to all features
No hidden fees
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Personal advisor access
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Unlimited consultations
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Regular plan reviews
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Secure online portal
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Transparent pricing
Family
Shared support for families
No extra fees
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Advisors for two adults
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Joint plan reviews
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Flexible scheduling
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Secure data protection
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All-inclusive pricing
Business
Support for small businesses
All services included
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Business-focused advisor
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Staff consultation option
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Annual strategy reviews
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Compliance guidance
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Dedicated support
Compare Subscription Benefits
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