Our subscription pricing explained

One monthly fee of $250 covers all ongoing consultations, planning reports, and scheduled reviews. There are no hidden fees, lock-in contracts, or commissions.

Meet your advisor team

Our advisors are experienced, licensed, and committed to your ongoing financial planning needs.

James Turner

James Turner

Lead Advisor

14 years
Sydney

Focus area

Compliance, planning

Skills

advisory compliance communication

James has over a decade of experience providing ongoing planning support and ensuring compliance for clients across Australia.

32
reviews
88
clients
97%
score
Sarah Ling

Sarah Ling

Senior Advisor

12 years
Melbourne

Focus area

Strategic reviews

Skills

strategic client care reporting

Sarah is known for her thoroughness and dedication, with a strong focus on actionable, strategic reviews for subscription clients.

29
reviews
70
clients
95%
score
Michael Patel

Michael Patel

Advisor

10 years
Brisbane

Focus area

Client support

Skills

support analysis planning

Michael provides responsive support, making sure clients' questions are answered and planning stays on track.

22
reviews
61
clients
92%
score
Emma Watts

Emma Watts

Advisor

8 years
Perth

Focus area

Client engagement

Skills

engagement organisation follow-up

Emma excels at building lasting client relationships and ensuring every subscription experience is positive.

18
reviews
61
clients
90%
score

How the subscription works

Step-by-step overview of our process

Initial consultation

Discuss your current situation and expectations with your advisor.

1 hour
1

Onboarding and setup

Complete your agreement and set up your subscription plan.

30 min
2

Monthly review sessions

Schedule regular planning check-ins and receive your report.

1 hour
3

Ongoing support access

Contact your team for additional queries or plan adjustments.

Anytime
4

Subscription pricing plans

Choose the subscription option that best fits your planning needs. All plans are month-to-month with no lock-in contracts.

Popular

Standard subscription

Includes all consultations, reports, and scheduled reviews for a flat monthly fee.

A$250.00 per month
  • Ongoing consultations with your advisor included
  • Monthly planning reports and reviews
  • No commissions, lock-ins, or hidden fees
  • Australian privacy compliance
Contact us

Couples subscription

Joint planning for two people, including all the Standard plan features, billed monthly.

A$330.00 per month
  • All features of Standard plan included
  • Joint consultations and reports
  • Additional review flexibility
  • No exit fees or lock-ins
Contact us

Family subscription

Designed for families, includes all features plus additional planning support each month.

A$350.00 per month
  • All features of Couples plan
  • Family-specific planning and support
  • Flexible scheduling for reviews
  • No commissions or hidden charges
Contact us

Important pricing notes

All plans are billed monthly with no lock-in contracts or exit fees.

Consultation, reporting, and scheduled reviews are included in the subscription fee.

There are no commissions or referral fees collected for any plan.

Notices and reminders

Results may vary according to each client's situation.

Past performance does not guarantee future results.

How our plan compares

See how our subscription stacks up against traditional planning services.

We offer a transparent, subscription-based approach for ongoing planning. Compare our features and pricing below with conventional one-off consultation models.

Flat fee

telosilivia subscription

Ongoing, monthly support with a dedicated advisor team.

$250/mo

Monthly reports included

Regular, easy-to-read planning updates

Flat monthly fee

Same price, every month with no surprises

Flexible subscription

No lock-in, cancel any time as needed

Personal advisor team

Access to licensed, experienced professionals

Australian privacy compliance

Strong data protection and privacy standards

Traditional model

One-off consultations, hourly billing, and variable fees per session.

$350+/hr

Monthly reports included

Regular, easy-to-read planning updates

Flat monthly fee

Same price, every month with no surprises

Flexible subscription

No lock-in, cancel any time as needed

Personal advisor team

Access to licensed, experienced professionals

Australian privacy compliance

Strong data protection and privacy standards