Monthly subscription service providing personalized financial consultations and strategic guidance tailored to your unique goals and circumstances.
Financial planning involves risk. Individual circumstances vary and results cannot be guaranteed.
Regular one-on-one sessions with qualified professionals to review your financial situation, discuss progress, and adjust strategies based on changing circumstances and market conditions.
Customized financial roadmaps designed around your specific goals, risk tolerance, and timeline. Each plan reflects your individual circumstances rather than generic templates.
Continuous guidance between formal consultations through email support, resource access, and priority scheduling for urgent financial decisions requiring professional input.
The monthly consultations have completely transformed my approach to financial planning. Having consistent professional guidance makes such a difference in staying on track.
Sarah Mitchell
Marketing Director, Melbourne
After years of trying to manage everything myself, the personalized strategies and regular check-ins have brought clarity to my financial future.
David Chen
Engineering Manager, Sydney
The ongoing support between consultations is invaluable. I never feel alone when making important financial decisions anymore.
Emma Thompson
Small Business Owner, Brisbane
You receive scheduled monthly consultations with a qualified financial professional, plus ongoing email support and resource access. The subscription renews automatically each month and can be cancelled anytime with 30 days notice.
We discuss budgeting, saving strategies, retirement planning, tax optimization, risk management, and major financial decisions. Each session is tailored to your current priorities and circumstances.
Yes, you can modify or cancel your subscription with 30 days written notice. We also offer the flexibility to pause your subscription for up to 3 months if needed.
All our financial consultants hold relevant Australian qualifications and are registered with appropriate professional bodies. They participate in ongoing professional development to maintain current knowledge.
Smart financial planning isn't about perfection—it's about making consistent, informed decisions that align with your values and long-term objectives.
obrythaeqon Financial Planning Team
To provide accessible, professional financial guidance that empowers individuals to make confident decisions about their financial future through personalized consultation and ongoing support.
Creating a community of financially informed individuals who have the knowledge and confidence to pursue their goals while managing risks appropriately.
Clear communication about our processes, fees, and recommendations. No hidden costs or complex terms—just straightforward professional guidance you can understand and trust.
Every client receives strategies tailored to their unique situation. We recognize that cookie-cutter approaches don't work when it comes to personal financial circumstances.
Professional financial guidance shouldn't be exclusive to high-net-worth individuals. Our subscription model makes quality consultation accessible to a broader range of people.
3349+
Clients Served
240
Projects Completed
11
Years Experience
98%
Client Satisfaction