Simple monthly subscription for planning
Experience ongoing access to professional guidance for one clear fee. No hidden costs or surprise charges—just consistent support every month.
Years experience
Advisors
Clients
Meet your advisory team
James Carter
Senior Advisor
James brings over a decade of experience in guiding clients through changing financial landscapes, focusing on practical, tailored advice.
Samantha Lee
Financial Planner
Samantha is known for her clear communication and dedication to ensuring each client feels informed and supported throughout their journey.
David Nguyen
Planning Specialist
David specialises in building adaptable strategies that respond to clients’ evolving needs, providing insight and clarity every month.
How our subscription process works
Our step-by-step process ensures you receive consistent, tailored advice and ongoing support from start to finish.
Day 1-2
Initial consultation
We start with a thorough introduction to understand your goals and current situation before building your tailored plan.
Advisor assigned
Days to schedule
Day 3-5
Strategy development
Your advisor reviews your information and develops a plan aligned with your objectives, adapting as your needs change.
Business days
Personalised plan
Week 1
Implementation review
We walk you through your plan and ensure you understand each step, adjusting as necessary with your feedback.
Implementation review
Days for feedback
Ongoing
Monthly reviews
Receive regular plan reviews and access to your advisor, adapting your strategy as your life evolves.
Annual reviews
Fixed monthly fee
Choose your subscription
Transparent pricing for ongoing, professional financial planning
Standard
Consistent monthly planning support
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Regular advisor access
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Monthly plan reviews
-
Transparent fee structure
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Adjustable guidance
Enhanced
Includes priority scheduling and extra reviews
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Priority advisor meetings
-
Flexible review frequency
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Tailored plan adjustments
-
Transparent monthly fee
Premium
For complex needs and comprehensive support
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Dedicated senior advisor
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Comprehensive plan management
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Detailed plan reviews
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All features included
Compare our subscription
See how our monthly model differs from traditional planning services
Our subscription offers ongoing, flexible support and clarity in pricing, while traditional services often involve separate charges and less frequent updates.
qelosiloentis subscription
Ongoing support with fixed monthly fee
Monthly advisor access
Direct, ongoing communication with your planner
Transparent pricing
Clear, predictable monthly fees
Proactive plan reviews
Adjustments made as your needs change
No hidden costs
All fees included in subscription
Adaptable guidance
Advice evolves as your circumstances shift
Traditional model
One-off consultations, variable fees
Monthly advisor access
Direct, ongoing communication with your planner
Transparent pricing
Clear, predictable monthly fees
Proactive plan reviews
Adjustments made as your needs change
No hidden costs
All fees included in subscription
Adaptable guidance
Advice evolves as your circumstances shift