All-in-one financial planning subscription
Enjoy ongoing access to professional planning consultations for one monthly fee of $250. All terms, fees, and details are outlined below—no hidden costs or lock-in contracts.
Erin McCarthy
Lead Financial Adviser
Meet the team
Your Australian advisers
Erin McCarthy
Lead Adviser
Master of Financial Planning University of Sydney
Sydney Financial Group
Key skills
Methods
Awards
Best Adviser Award
Client Service Excellence
Training
Brings over a decade of experience in financial planning for Australians from diverse backgrounds.
Erin leads our team with a commitment to tailored, jargon-free advice. She is known for her analytical approach and focus on client empowerment.
Marcus Tan
Senior Adviser
Bachelor of Commerce Monash University
Melbourne Advisory Partners
Key skills
Methods
Awards
Industry Rising Star
Excellence in Service
Training
Experienced adviser focused on practical solutions and ongoing support across various industries.
Marcus is dedicated to understanding each client’s circumstances and delivering practical, tailored recommendations. He values clear communication and ongoing support.
Priya Singh
Adviser
Bachelor of Business University of Queensland
Brisbane Planning Group
Key skills
Methods
Awards
Service Recognition
Trusted Adviser
Training
Focused on delivering clear communication and confidentiality in every client interaction.
Priya ensures that every client feels heard and supported. She’s recognised for her clear communication and respect for client privacy.
Daniel Nguyen
Adviser
Bachelor of Finance University of Melbourne
Victoria Advisory Services
Key skills
Methods
Awards
Client Value Award
Emerging Talent
Training
Combines strong analytical skills with a commitment to ongoing client relationships.
Daniel provides clients with objective insights and continuous support, ensuring advice is always based on careful analysis.
How your subscription works
From your first enquiry to ongoing support, our process is simple, transparent, and tailored to your needs
Initial consultation booking
Submit your enquiry and schedule your first meeting with one of our advisers.
We’ll match you with an adviser based on your goals and preferences, ensuring a good fit for your situation.
Personal needs assessment
Your adviser will review your financial circumstances and discuss your objectives.
This step ensures we understand your goals and can tailor our support accordingly. Only relevant information is requested, in line with Australian privacy laws.
Ongoing consultations
Book regular check-ins or reach out as your needs change—support is always available.
Your adviser remains available for follow-ups, reviews, and practical advice as your circumstances evolve. All sessions are included in your monthly subscription.
Review and adjust anytime
You have the freedom to pause, adjust, or cancel your subscription as needed.
Our team will process your request promptly, with no penalties or complex procedures. Results may vary for each client.
How your subscription works
From your first enquiry to ongoing support, our process is simple, transparent, and tailored to your needs
Pricing details
Simple, all-inclusive pricing—no hidden fees or lock-in contracts
Standard Subscription
Ongoing access to expert consultation
-
Unlimited consultations included
-
Transparent fee structure
-
Flexible pause or cancel options
-
No lock-in contracts
-
Australian compliance standards
Starter Plan
Essential support for individuals
-
Personalised consultations
-
Full disclosure of terms
-
Pause or cancel anytime
-
Secure data handling
Family Plan
Support for families or partners
-
Joint consultations included
-
Custom support options
-
Transparent pricing
-
No hidden fees ever
Your $250/month subscription covers all consultations, with transparent terms and no additional charges.
Compare our approach
See how orphaleonexi’s subscription stands out in Australia
We prioritise transparency, flexibility, and ongoing support—so you know what you’re paying for and what to expect.
orphaleonexi subscription
Transparent, ongoing access for one monthly fee
Traditional adviser
Typically charges hourly or by project, with added fees
Pricing transparency
Are all fees clear upfront?
Access to support
Can you reach your adviser easily?
Flexibility
Can you change or cancel easily?
Satisfaction rate
How happy are clients overall?