Transparent pricing, no hidden surprises

Our AUD $250 per month subscription includes all planning consultations and advisory support. You’re billed monthly with no unexpected fees, ensuring you clearly understand costs and service structure from the start.

Meet our team

Skilled professionals providing personalised service

Georgia Carter in office

Georgia Carter

Lead Advisor

1
12 Years experience
Strategic planning

Master of Applied Finance University of Sydney

Harper Consulting

Key skills

Client relations
Strategy review
Communication

Methods used

Ongoing client review
Collaborative planning

Achievements

Achievement award for client care

Presented at state conference

Certifications

Certified Financial Planner
ASIC RG146 Certified

Georgia has over a decade of experience in Australian financial planning. She specialises in guiding clients with clarity and consistent support throughout their subscription journey.

Georgia delivers tailored guidance to individuals and businesses, focusing on clear processes, structured reviews, and ethical service. Her leadership ensures every client feels heard and supported.

Daniel Lee at desk

Daniel Lee

Senior Consultant

2
9 Years experience
Financial consulting

Bachelor of Commerce University of Melbourne

Summit Advisory

Key skills

Problem-solving
Empathy
Client education

Methods used

Personalised assessment
Ethical consulting

Achievements

Excellence in service award

Developed onboarding framework

Certifications

Licensed Financial Adviser
ASIC RG146 Compliant

Daniel excels at simplifying complex planning topics and building lasting client connections. His approach uses thorough review and practical recommendations to drive results.

Daniel’s thorough process ensures subscribers understand each planning step. He prioritises empathy and clarity, making complex scenarios manageable for everyone he serves.

Helen Brown at office table

Helen Brown

Client Relationship Manager

3
15 Years experience
Client support

Diploma of Financial Services TAFE NSW

Apex Advisory Group

Key skills

Organisation
Attention to detail
Client focus

Methods used

Efficient workflow
Client onboarding

Achievements

Service excellence recognition

Optimised support channels

Certifications

RG146 Tier 2
Customer Service Certificate

Helen provides administrative expertise and cultivates strong relationships throughout the client lifecycle. She supports both advisors and clients to ensure seamless delivery of subscription services.

Helen streamlines operations, helping both new and existing subscribers enjoy a smooth service experience. Her focus on relationship-building sets the standard for our client care.

James Buckley working at desk

James Buckley

Planning Analyst

4
5 Years experience
Plan analysis

Bachelor of Finance Australian National University

Market Insights Group

Key skills

Data analysis
Reporting
Teamwork

Methods used

Data-led assessment
Team collaboration

Achievements

Contributed to digital tool launch

Received process award

Certifications

Professional Member FPA
Analytics Specialist

James analyses evolving client needs and market dynamics. He supports the advisory team with insights and backup to improve all subscriber interactions.

James helps refine client strategies with data-based recommendations and supports our technology integration efforts. His analytical skills ensure ongoing plan improvement for subscribers.

How our process works for you

Step-by-step guidance from inquiry to ongoing plan updates, all included under your subscription

1

Initial consultation and assessment

Discuss your goals and circumstances in detail with your advisor to ensure personalised direction from the outset.

We gather details to tailor every step to your needs.

2

Drafting your unique planning approach

We prepare a draft that outlines recommended actions and schedules review periods for adaptability.

You receive a summary to confirm details and ask further questions.

3

Ongoing review and plan updates

Regular reviews ensure your plan remains relevant, actionable, and aligned with your evolving objectives.

Frequency is based on your situation—typically quarterly or annually.

4

Continuous advisor access

Reach out for further discussions with your advisor whenever circumstances change, without any extra charges.

Stay supported as often as you need via your subscription.

Compare our subscription plans

Simple, transparent choices for every client

Standard

Full advisory, ongoing reviews, and regular check-ins are included every month.

A$250.00 /per month
  • Direct advisor access
  • Consistent plan reviews
  • Transparent monthly fee
  • Australian compliance
  • Flexible plan updates

Enhanced

Includes everything in Standard plus priority scheduling and extended review frequency.

A$325.00 /per month
  • All Standard features
  • Priority review times
  • More frequent check-ins
  • Detailed documentation
  • Premium support

Executive

Offers enhanced, ongoing strategic consultation with senior advisors for complex planning needs.

A$350.00 /per month
  • Executive consultation
  • Comprehensive plan reviews
  • Custom reporting
  • Dedicated management
  • Annual plan summary

How we compare to others

See the difference between us and typical industry offerings

Feature
floriqenstia
Others
Transparent pricing
Monthly advisor access
No hidden fees
Australian compliance
Plan flexibility