Simple, transparent monthly financial planning subscription

$250 per month

Get regular consultations, analytical reviews, and ongoing support for one fixed monthly fee. No additional charges or hidden costs—just clear, practical guidance tailored to your needs.

Results may vary depending on your circumstances.

Meet our local team

Our team combines experience, insight, and a strong understanding of the Australian financial landscape.

Alex Morgan

Alex Morgan

Lead Consultant

Lead
Experience
10 years
Location
Sydney

Expertise

Consultations
Analytical reviews
Australian market
Practical advice

Alex leads our subscription planning service, providing practical, market-aware advice tailored to each client.

Skills

Consulting Analysis Communication Adaptability

Industry recognition

Award-winning guidance

Client satisfaction

Trusted by clients

Jessica Lim

Jessica Lim

Senior Advisor

Advisor
Experience
8 years
Location
Melbourne

Expertise

Consultations
Market analysis
Transparent pricing
Practical advice

Jessica specialises in ongoing client support and transparent financial planning for our subscribers.

Skills

Support Analysis Transparency Communication

Client loyalty

Repeat clients

Positive feedback

Consistent praise

David Chen

David Chen

Planning Specialist

Specialist
Experience
7 years
Location
Brisbane

Expertise

Consultations
Plan adaptation
Australian market
Practical advice

David focuses on plan adjustments and ensuring each client receives relevant, timely advice.

Skills

Adaptability Consulting Problem-solving Planning

Creative solutions

Adaptive planning

Teamwork

Collaborative support

Priya Patel

Priya Patel

Client Services

Support
Experience
6 years
Location
Perth

Expertise

Consultations
Client relations
Transparent pricing
Practical advice

Priya manages client enquiries and ensures a smooth experience for every subscriber.

Skills

Client care Organisation Support Communication

Service quality

Consistent support

Community focus

Engaged clients

Our process in detail

Alex Morgan

Alex Morgan

Lead Financial Consultant

"We believe financial planning should be clear, consistent, and accessible. Our subscription model is designed to make ongoing support simple and transparent for every client."

1

Day 1

Initial consultation

Your first session introduces your consultant, reviews your current situation, and sets clear objectives for ongoing planning.

2

Week 1

Plan review

We provide an analytical review and discuss current market trends to establish a practical, adaptable plan.

3

Month 1

First update

After one month, your consultant checks in to discuss progress, answer questions, and adjust recommendations as needed.

4

Ongoing

Monthly sessions

Each month, you’ll receive a tailored review and consultation to ensure your plan remains relevant and your goals are addressed.

Subscription plan pricing and details

Standard

Monthly consultations and analytical reviews

A$250.00

per month

  • Dedicated consultant access
  • Analytical review sessions included
  • Ongoing plan adjustments
  • Transparent pricing and support
Contact us

Enhanced

Standard plus priority scheduling

A$300.00

per month

  • All Standard plan features
  • Priority session scheduling
  • Direct consultant messaging
Get started

Premium

Enhanced plus quarterly progress summary

A$350.00

per month

  • All Enhanced plan features
  • Quarterly progress summary
  • Annual strategy review
  • Monthly analytical reviews included
Enquire now

No hidden fees. Results may vary depending on your situation.

How we compare

See how our subscription plan stands out from other options

Our model offers ongoing support, transparent pricing, and tailored advice, making it different from traditional pay-per-session services.

Best value

temarithal subscription

Monthly consultations and reviews included

$250/mo

Ongoing support

Consistent monthly sessions

Transparent pricing

Flat monthly fee, no surprises

Analytical reviews

Regular market and resource analysis

Flexible plan updates

Adapt recommendations monthly

Local expertise

Australian market experience

Traditional services

Pay-per-session, less ongoing support

Varies

Ongoing support

Consistent monthly sessions

Transparent pricing

Flat monthly fee, no surprises

Analytical reviews

Regular market and resource analysis

Flexible plan updates

Adapt recommendations monthly

Local expertise

Australian market experience