Monthly subscription pricing
Simple, transparent fee for ongoing planning
Our subscription model offers a fixed $250 monthly fee. Enjoy unlimited standard consultations, analytical reviews, and direct support with no hidden costs.
Meet our planning professionals
Each member is qualified and focused on client support
Emma Wallace
Bachelor of Commerce University of Sydney
15 years total "Personal planning"
Sydney Advisors
Certifications:
Methods:
Key skills:
Achievements:
Presented at industry conferences
Awarded planner of the year
Developed internal best practices
Mentored junior advisors
Brings over 15 years’ experience in financial planning and client advice.
David Chen
Master of Finance Monash University
12 years total "Business planning"
Melbourne Planning Group
Certifications:
Methods:
Key skills:
Achievements:
Published financial articles
Developed client onboarding
Led process improvements
Recognised for client satisfaction
Expert in analytical reviews and client-focused planning for over 12 years.
Rebecca Singh
Bachelor of Business University of Queensland
10 years total "Consultation"
Brisbane Financial
Certifications:
Methods:
Key skills:
Achievements:
Client service award
Process innovation
Mentored new staff
Presented at workshops
Skilled in practical advice and supporting diverse clients for 10 years.
Liam Brown
Bachelor of Economics UNSW Sydney
8 years total "Resource allocation"
Perth Advisory
Certifications:
Methods:
Key skills:
Achievements:
Client retention award
Team leadership
Developed client materials
Process improvement initiatives
Advises on planning and resource allocation, with 8 years’ industry experience.
How we work
Simple four-step subscription process
Initial enquiry
Contact us to discuss your goals and learn about our subscription model.
Welcome & onboarding
We set up your account and introduce your dedicated financial planner.
Consultation begins
Start unlimited planning sessions with your dedicated advisor.
Monthly review cycle
Your planner reviews your situation and recommends practical steps.
Choose your plan
Clear pricing for ongoing financial planning support
Standard Plan
Unlimited standard consultations per month.
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Direct planner access
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Analytical reviews monthly
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Transparent $250 fee
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No hidden charges
Premium Plan
Enhanced access and priority scheduling.
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Priority booking
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Analytical reviews included
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Dedicated account manager
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Transparent $300 fee
Business Plan
For businesses needing tailored ongoing planning.
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Business consultations
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Team support access
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Analytical review approach
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Transparent $350 fee
All plans include unlimited standard consultations and analytical reviews. No hidden fees or charges.
How our subscription compares
Compare our approach with other financial planning services to see the benefits of transparent pricing and unlimited consultations
| Key features | kolermeliraene | Traditional Firm | Hourly Consultant |
|---|---|---|---|
| Monthly subscription fee | $250 fixed | Varies | N/A |
| Unlimited consultations | Included | Limited | Hourly |
| Analytical review approach | Included | Extra fee | Optional |
| Transparent agreements | Always | Sometimes | Varies |