Learn more about telosilivia

Discover our approach to subscription-based financial planning, designed for individuals seeking clarity and practical guidance.

14+

years experience

4

advisors team

280+

clients served

Key features of our subscription plan

Dedicated advisor support team

Work with a dedicated team of experienced advisors who provide ongoing, personalised financial planning and regular check-ins tailored to your evolving needs.

Monthly subscription, one flat fee

Our transparent subscription model offers a flat $250/month rate, inclusive of all consultations, reviews, and reports—no hidden costs or lock-in contracts.

Comprehensive planning reports

Receive detailed, easy-to-understand planning reports each month, helping you make informed decisions and track your financial progress with confidence.

Why choose our service

Our subscription model is designed for ongoing support, clarity, and transparency.

Personalised client experience

Each client receives individual attention and advice that adapts to their financial situation over time, so your planning stays relevant.

Transparent subscription pricing

No commissions or unexpected fees—just a straightforward monthly payment for all included financial planning services.

Regular strategic reviews

We offer scheduled reviews to help you stay on course and adapt plans as your circumstances change or as new opportunities arise.

Secure data and privacy

Client confidentiality and privacy are our top priorities, with secure systems and strong compliance with Australian regulations.

Accessible expert advice

Reach your advisor team via phone or email anytime during business hours, ensuring prompt responses to your planning questions.

Flexible, no lock-in contract

Stay as long as you find value; subscriptions are flexible and can be cancelled any time with no penalty or exit fees.

Our commitment to you

Consistent, trusted support

Advisor team meeting with client in office setting

We believe in building long-term relationships through reliable, ongoing planning guidance and transparent communication.

Our flat-fee subscription means you always know what to expect—no surprises, just steady support from experienced professionals.

We prioritise your privacy, security, and peace of mind, ensuring all advice is delivered in line with Australian compliance standards.

280+
Subscription clients
90%+
Monthly reviews