Transparent Subscription Pricing
One flat monthly fee for ongoing planning support
Our pricing is simple: $250 per month gives you access to regular planning sessions, ongoing consultations, and support whenever you need it. No hidden fees or complex contracts—just straightforward value.
Meet Our Team
Emily Carter
Senior Advisor
Emily brings over a decade of experience in financial planning. She’s dedicated to helping clients find practical solutions with a personal touch.
James Lee
Client Services
James ensures every subscriber feels welcomed and supported through each step of their journey with us.
Sophie Nguyen
Planning Consultant
Sophie specialises in ongoing relationship management and keeps our planning process smooth for every client.
How Subscription Planning Works
Our process is designed to offer clarity, support, and adaptability for every subscriber seeking ongoing guidance.
Initial Consultation Session
We start with a detailed review of your current circumstances and objectives. This helps us understand your unique needs and lay the foundation for a tailored planning journey.
Our Goal
Clarify your situation and set practical objectives.
What We Do
Collect relevant information, discuss your concerns, and outline your goals. We ensure you feel comfortable sharing details important to your planning.
How We Do It
One-on-one meeting, either in person or virtually, focused on open dialogue and building trust.
Tools We Use
Secure communication platform, planning templates.
Expected Results
Summary of findings and a clear outline of next steps.
Monthly Planning Sessions
Each month, we meet to revisit your circumstances, track progress, and adjust advice as required. These sessions are included in your subscription fee.
Our Goal
Maintain progress and adapt to changes as needed.
What We Do
Review updates, discuss any life changes, and provide recommendations. We answer your questions and ensure your plan remains relevant.
How We Do It
Regularly scheduled virtual or in-person meetings, with follow-up notes sent after each session.
Tools We Use
Meeting scheduler, secure video calls.
Expected Results
Updated action plan and session summary.
Ongoing Support Between Sessions
You can contact your advisor for questions or guidance anytime between scheduled sessions. All support is included in your monthly fee.
Our Goal
Provide responsive help when new questions or issues arise.
What We Do
Answer queries, offer insights, and connect you with resources as needed. We make sure you always feel supported.
How We Do It
Timely replies via email, phone, or online chat. We track your requests to ensure nothing is missed.
Tools We Use
Email, phone, secure chat system.
Expected Results
Prompt responses and resource links as needed.
Annual Review and Adjustments
Once a year, we conduct a comprehensive review to ensure your plan still aligns with your evolving goals and circumstances.
Our Goal
Keep your plan current and reflective of your needs.
What We Do
Discuss long-term changes, assess overall progress, and suggest adjustments. We look for opportunities to enhance your planning outcomes.
How We Do It
In-depth review meeting, updated documentation, and a summary report for your records.
Tools We Use
Planning review checklist, secure file sharing.
Expected Results
Annual review report and updated recommendations.
Subscription Plans
Choose the best fit for your ongoing planning needs
Standard Subscription
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Monthly planning sessions included
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Ongoing support at no extra cost
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No lock-in contracts required
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Australian-based team
Enhanced Support Plan
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All Standard features
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Priority response from advisors
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Additional check-in session monthly
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Personalised summary reports
Premium Access Plan
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All Enhanced features
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Dedicated advisor assigned
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Flexible scheduling options
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Annual in-depth review included
zaliteraex vs Others: The Difference
See how our subscription model compares to traditional options