Why we do this
Financial wellbeing or confidence is important. Taking care of yourself, your family and your future matters to us.
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Traditional options are expensive, conflicted or just offer a poor experience. Something needs to change.
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Expert financial guidance
Experts providing essential knowledge for better money decisions - budgeting and saving skills, investing, planning for retirement, and more.
Simple answers to your questions
Get the answers you seek without meetings, paperwork or implementation plans. Embrace straightforward solutions for confident financial choices.
No product selling or access
We are product agnostic. We will support you no matter what products you want to use. And you stay in control.
Affordable. Cancel anytime
We don't manage your finances, we provide information to help empower your own, confident decisions. So, cancelling is easy.
How we are different to a financial adviser
A financial adviser relationship can be very helpful, but it's not for everyone. We have chosen to be different.
THEM
1 / Their relationship with products
Advisers will often charge fees on the assets they manage on your behalf, which they do by moving your assets into a product they use to run their business.
2 / Their price
Advisers will often charge an upfront fee for advice, starting at $3,000. They also charge an ongoing fee, around 1% of the assets they manage, but won't charge anything less than $5,000 pa.
3 / Their service
Advisers offer a premium service that includes analysing all of your details and making a specific recommendation of what you should do, including any new products used to manage the service.
MONEY EMPOWERED
1 / No product relationships
We provide support no matter what products you hold, and have no interest in moving you to any specific product. Our fees are completed unrelated to what product you're in.
2 / A convenient monthly or annual fee
We charge a monthly fee (with a discounted annual plan). You can cancel at any time and there are no upfront fees. Our standard price is less than 10% of what an adviser typically charges.
3 / The Money Empowered service
Rather than providing you with the answer, we understand the questions you have and provide the most helpful information and guidance so that you are empowered to make your own decisions, confident that they are right for you.
Affordable
Choose from our flexible pricing options to fit your budget and needs. Save with our annual plan at $95.75 or opt for the monthly plan at $12.95 per month.
Free to try
As soon as you open WhatsApp, your consultant can explain how they can help you. No credit card required.
Expertise
Our service is based on decades of industry experience and Masters-level education standards, more than what is required of traditional advisers.
Customizable
Tailor our services to meet your specific financial goals. Whether you're saving for a big purchase or planning for retirement, we've got you covered.
Why WhatsApp
1 / Chat Together
Group chats allow couples to be involved in the same discussion, even when they're not in the same room.
2 / No apps to download
Chances are you've got enough apps on your phone, and some you don't remember downloading at all.
3 / End-to-end encryption
WhatsApp uses end-to-end encryption for Business messages. For more information, visit the WhatsApp website.
4 / Keeps costs low
Without needing to design, build and maintain a separate application, we keep costs and fees low for you.
5 / Familiarity
No learning curves here! Just a familiar conversational experience with your consultant.
