See what’s included in your monthly subscription fee
For $250 per month, you receive ongoing access to experienced financial advisors, regular consultations, and tailored support designed for your unique needs. There are no commissions, product sales, or hidden charges—just clear, comprehensive service. Payments are processed monthly, and you can adjust or cancel your subscription at any time. All services comply with Australian regulations and your privacy is protected.
Australian compliance
Strict adherence to local laws
No hidden fees
Simple, predictable pricing
Meet the team behind your subscription
Our experienced advisors are committed to your financial clarity and support.
Jessica Taylor
Bachelor of Commerce University of Sydney
12 years total "Client relationships"
BlueBay Advisory
Certifications:
Methods:
Key skills:
Achievements:
Led 50+ subscription clients successfully
Awarded Best Advisor 2024
Developed client feedback system
Regularly speaks at industry events
Jessica brings over 12 years of experience in professional financial consulting.
Liam Patel
Master of Financial Planning Monash University
8 years total "Regulatory compliance"
Summit Financial
Certifications:
Methods:
Key skills:
Achievements:
Streamlined compliance processes
Recognised for transparent advice
Trained new advisors
Published in finance journals
Liam focuses on practical advice and regulatory compliance for all clients.
Sophie Chen
Bachelor of Finance UNSW Sydney
10 years total "Personalised service"
Harbour Advice
Certifications:
Methods:
Key skills:
Achievements:
Maintained high client retention
Recognised for empathy
Developed flexible scheduling system
Improved consultation processes
Sophie specialises in personalised support for clients with dynamic needs.
Daniel Tran
Bachelor of Business Administration University of Melbourne
6 years total "Client onboarding"
Coastal Advisory
Certifications:
Methods:
Key skills:
Achievements:
Optimised onboarding journey
Awarded for client service
Launched feedback portal
Improved support response times
Daniel ensures smooth onboarding and ongoing support for all subscribers.
How our subscription process works
Our structured yet flexible process ensures you receive ongoing support, clarity, and transparency throughout your financial planning journey.
Initial onboarding
We collect relevant information and introduce you to your dedicated advisor for a seamless start.
Your goals
Understand your circumstances and expectations.
What we do
Gather background details, discuss your preferences, and confirm your subscription terms before proceeding.
How we do it
Use secure digital forms and a welcome call to ensure your information is protected and your questions are answered.
Tools used
Secure forms, phone call, email
Expected results
Welcome pack with subscription outline and privacy policy details.
First consultation
Your advisor schedules a session to review your current situation and set priorities.
Your goals
Clarify immediate questions and identify focus areas.
What we do
Hold a one-on-one meeting to discuss your financial landscape and set realistic, personalised goals.
How we do it
Use secure video or in-person meetings, guided by your preferences and Australian privacy regulations.
Tools used
Video call, in-person, secure notes
Expected results
Summary of discussion and initial action plan.
Ongoing reviews
Regularly scheduled sessions keep your plan current and address new developments as they arise.
Your goals
Maintain relevance and adapt to life changes.
What we do
Review changes in your circumstances, update action items, and discuss new questions in each session.
How we do it
Flexible booking options and secure communication, with regular reminders and documentation.
Tools used
Calendar, secure messaging, advisor portal
Expected results
Updated summary and recommendations after each review.
Continuous support and communication
Your advisor remains accessible for follow-up questions and proactive outreach between scheduled meetings.
Your goals
Ensure you always have support and clear answers.
What we do
Respond quickly to questions, share relevant updates, and maintain open communication throughout your subscription.
How we do it
Monitor your account, offer timely responses, and provide updates as needed.
Tools used
Email, phone, secure messaging
Expected results
Prompt responses, ongoing guidance, and clear documentation.
Pricing plans
Simple, transparent subscription fees
Standard
Ongoing financial planning and advisory support for one monthly fee.
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Dedicated advisor access
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Monthly consultations
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Australian privacy compliance
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No commissions or product sales
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Secure client portal
Couple
Ongoing support for couples managing finances together, with joint consultations included.
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Joint advisor sessions
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Monthly reviews
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Australian privacy compliance
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No product sales
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Secure client portal
Family
Financial advisory support for families needing collaborative planning and regular check-ins.
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Family consultations
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Monthly reviews
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Australian privacy compliance
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No product sales
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Secure client portal
How we compare
| Features | morinthazelo | Others |
|---|---|---|
| Transparent monthly fee | ||
| No product commissions | ||
| Australian compliance standards | ||
| Personalised advisor access | ||
| Flexible scheduling |