Team of financial advisors in a modern office

Subscription-based financial planning for ongoing clarity

Transparent monthly pricing, direct access to professionals, and plans that evolve with your needs

Our $250/month subscription provides continuous, tailored financial planning. Work directly with experienced advisors, receive ongoing reviews, and ensure your plan adapts as your life changes. Enjoy clear fees with no hidden costs and support whenever you need it.

350
Active clients
3
Years in business
12
Team members
950
Plans delivered

What sets our subscription apart

Gain ongoing access to guidance and professional insights every month

85%
Efficiency

Your plan adapts as your life changes

Receive proactive reviews and updates so your strategy stays aligned with your evolving needs—no more outdated advice or static plans.

90%
Efficiency

Direct advisor access when you need it

Contact your dedicated expert for support or answers. Enjoy prompt responses and ongoing communication throughout your subscription.

About qelosiloentis

Dedicated to transparent planning

qelosiloentis delivers ongoing financial planning by subscription, focusing on clarity, consistency, and service. Our experienced team ensures your plan remains relevant and practical.

350
Clients served
3
Years active
12
Expert advisors
Advisors in a financial planning session

Proven growth and client trust in early years

Over three years, we have built strong client relationships, expanded our team, and delivered hundreds of tailored plans.

1
350

Active clients today

2
950

Plans successfully delivered

3
3

Years of proven service

4
12

Advisors on our team

Client journeys

Stories highlighting our ongoing guidance and commitment to transparency

2023

Emily Turner

Business owner, Turner Consulting

Вызов:

Emily needed ongoing advice to adapt to business growth and changing priorities.

Результат:

Regular monthly reviews helped Emily adjust her financial plan, giving her confidence in her decisions and peace of mind.

Uncertain Mindset Confident

"Switching to a monthly subscription let me access advice when I needed it most. The team helped me adjust my strategy as my business evolved."

18 months
2024

Michael Harris

Senior engineer, Urban Technologies

Вызов:

Michael wanted a flexible service that could respond to promotions and life changes.

Результат:

The subscription provided prompt support during major milestones, ensuring his plan always stayed relevant.

Reactive Approach Proactive

"I appreciate the transparent fees and how my advisor checked in regularly to keep my plan updated. It made a real difference."

12 months
2023

Sophie Lee

Director, Lee Creative

Вызов:

Sophie sought a clear, ongoing relationship with a trusted advisor and disliked surprise charges.

Результат:

A fixed monthly fee meant Sophie could budget confidently while receiving continuous guidance and timely advice.

Inconsistent Service Consistent

"Having reliable access to my advisor each month made planning simple. I always felt informed and supported."

14 months
3 Stories
High satisfaction rate

Frequently asked questions

How is your subscription different from one-off consultations?

Our subscription provides ongoing monthly support, regular reviews, and continuous access to advice. You benefit from a relationship with your advisor that adapts to your changing needs.

Are there any extra fees beyond the $250 monthly charge?

No, the $250 monthly fee covers all services within the subscription. There are no hidden costs or additional consultation fees.

Can I change or update my plan as my circumstances change?

Yes, your advisor will proactively review your situation each month. Adjustments can be made to ensure your strategy always matches your current needs.

Take control with ongoing financial guidance

Experience transparent, monthly support tailored to your evolving needs. Begin your journey to clarity today.

1

Schedule your introduction

Set up a call with our team to discuss your needs and expectations.

1-2 days
2

Meet your advisor

Connect directly with your dedicated planner for a personalised session.

2-4 days
3

Receive your plan

Get your tailored plan and start ongoing monthly reviews.

Within 1 week

Ready to subscribe?

Start your subscription for ongoing, professional planning support.

Regulated advice
Privacy standards
Fixed fees