Build wealth steadily through disciplined monthly contributions and proven investment principles.
Learn how to navigate market volatility while staying committed to your long-term financial goals.
Discover the power of spreading investments across different assets to reduce overall risk exposure.
We believe financial education should be accessible. That's why we've built straightforward pricing that grows with your needs.
No hidden fees. No complicated contracts. Just honest support for people who want to understand regular investing better.
Each plan gives you access to real expertise. Pick what fits your current situation—you can always adjust as things change.
Perfect if you're just getting started with regular investing concepts
For those ready to develop personalized investing strategies
Comprehensive support for active investors building wealth systematically
You'll work with actual advisors who've spent years in the Australian investment landscape. We've seen market cycles, regulatory changes, and everything in between.
Every strategy we discuss is tailored to your situation. Because what works for someone in their thirties with dual income differs from someone approaching retirement with rental properties.
Started a business? Had kids? Inherited property? Your investment approach needs to adapt.
Switch plans whenever it makes sense. Pause for a couple months if you need to. We're building long-term relationships here, not locking you into rigid agreements that don't serve your actual needs.
I've been helping Australians understand regular investing since 2019. Started in Melbourne working with young professionals who felt completely lost about superannuation and investment options.
What surprised me most? How many smart, capable people had never been taught basic investing principles. They'd research phone plans for hours but had no idea how their super was invested.
These days I work mostly with people aged 28-45 who are finally ready to get serious about building wealth systematically. It's rewarding work—watching someone grasp dollar-cost averaging or understand franking credits for the first time never gets old.
12 Years in Financial ServicesAbsolutely. Most people start with Foundation and move to Growth after a few months. Just let us know a week before your next billing cycle and we'll adjust things. No penalties, no awkward conversations.
Life happens. We get it. You can pause for up to three months per year without losing your spot or having to re-onboard. Just give us a heads-up before your next billing date.
No. Your first month covers everything—onboarding, initial assessment, getting you set up in our system. We think setup fees are rubbish, honestly.
Both options work. Our Canberra office is available for face-to-face meetings if you're local. Everyone else connects via video calls, which actually works surprisingly well for going through documents and charts together.
No lock-in contracts. Month-to-month billing. If you decide it's not working after the first month, that's fine. Though we'd appreciate hearing why so we can improve.
We offer a full refund within the first 14 days if you're genuinely unhappy with the service. After that, we'll work with you to address concerns, but refunds become trickier since we've allocated advisor time to your account.
