Subscription Plans and Pricing Options

All our financial planning services are provided via subscription. Choose the plan that matches your needs and enjoy ongoing access to professional guidance, regular reviews, and transparent pricing. Results may vary. No hidden fees or extra charges.

Meet Our Team

Experience, credentials, and commitment

Emma Johnson professional portrait

Emma Johnson

Senior Consultant

1
12 Years Experience
Long-term planning

Bachelor of Commerce University of Sydney

Melbourne Advisory Group

Key Skills

Client communication
Plan analysis
Regulatory knowledge

Methodologies

Analytical reviews
Personal consultations

Achievements

Built a client portfolio of over 80

Consistent positive feedback

Certifications

Certified Financial Planner
RG146 Compliant

Emma brings over a decade of experience in financial planning for professionals and small business owners across Australia.

Emma’s focus is on delivering practical insight and maintaining transparent client relationships. She ensures that every plan review is thorough and compliant.

James Wu in office setting

James Wu

Lead Advisor

2
8 Years Experience
Analytical reviews

Master of Finance Monash University

Sydney Wealth Partners

Key Skills

Regulatory compliance
Analytical thinking
Clear reporting

Methodologies

Personalized reviews
Transparent consultations

Achievements

Implemented new review process

Recognized for client retention

Certifications

RG146 Compliant
Member FPA

James specializes in actionable reviews and ongoing support, ensuring clients get professional advice tailored to their unique goals.

James is known for his clear communication and consistent delivery of scheduled reviews. He aligns every consultation with current Australian regulations.

Priya Nair consultant portrait

Priya Nair

Consultant

3
6 Years Experience
Regulatory compliance

Bachelor of Business UNSW Sydney

Perth Finance Group

Key Skills

Attention to detail
Ethical standards
Client support

Methodologies

Compliance reviews
Ethical consultations

Achievements

Maintained compliance record

Streamlined onboarding process

Certifications

RG146 Compliant
Diploma of Financial Planning

Priya’s expertise lies in regulatory compliance and providing reliable, ongoing support for subscribers.

Priya ensures every client interaction adheres to ethical and regulatory standards. She is dedicated to providing prompt responses and maintaining privacy.

Liam Smith support specialist

Liam Smith

Client Support Specialist

4
4 Years Experience
Client communications

Diploma of Financial Services TAFE NSW

Brisbane Client Solutions

Key Skills

Problem solving
Prompt responses
Team collaboration

Methodologies

Client-focused support
Scheduled communication

Achievements

Resolved 500+ inquiries

Improved satisfaction scores

Certifications

RG146 Compliant
Certificate IV in Finance

Liam manages client queries and supports ongoing communications, ensuring high satisfaction rates and timely responses.

Liam coordinates between clients and advisors to deliver a seamless subscription experience. He values direct, reliable communication and client trust.

How Our Subscription Process Works

We make it simple to gain ongoing access to professional guidance, regular reviews, and clear communication for one monthly fee.

1

Submit Your Request Online

Start by providing your details and outlining your needs through our secure online form.

Your submission will be reviewed by a qualified professional. We use secure systems to keep your information private and confidential. You’ll receive a confirmation with next steps.

5–10 minutes
Initial step
2

Consultation Scheduling

Our team will contact you to arrange a convenient time for your first consultation.

We’ll match you with a specialist based on your needs and schedule an appointment that fits your availability.

1–2 business days
Important
3

Ongoing Access and Plan Reviews

After your consultation, you’ll have regular opportunities for plan reviews and direct access to the team.

Your plan will be reviewed periodically, and you can reach out with questions at any time as part of your subscription.

Monthly/ongoing
Ongoing
4

Transparent Billing and Support

Each month, you pay a set fee for all included services. Support is always available for your questions.

No hidden costs. Our team is ready to assist with any queries or requests related to your subscription.

Monthly
Continuous

Subscription Pricing

All plans include the same services

Standard

Full access to consultations, reviews, and support.

A$250.00 /month
  • Ongoing consultations
  • Scheduled plan reviews
  • Client support included
  • Transparent monthly fee
  • No hidden charges

Business

Tailored for business owners and professionals.

A$250.00 /month
  • Business-focused reviews
  • Priority consultations
  • Team support access
  • Fixed monthly pricing
  • Australian compliance

Premium

Enhanced support and additional reporting.

A$250.00 /month
  • Additional reporting included
  • Dedicated support
  • All standard features
  • Transparent fee structure
  • Priority responses

Compare Our Service

See how our transparent subscription stands out

Featured

belariontix

Compliant, transparent service

AUD 250

Qualified professionals

Certified, experienced team

Transparent monthly fee

No hidden service charges

Ongoing plan reviews

Regular analytical updates

Australian compliance

Meets regulatory standards

Competitor A

Traditional planning firm

Varies

Qualified professionals

Certified, experienced team

Transparent monthly fee

No hidden service charges

Ongoing plan reviews

Regular analytical updates

Australian compliance

Meets regulatory standards

Competitor B

Online advisory platform

From AUD 300

Qualified professionals

Certified, experienced team

Transparent monthly fee

No hidden service charges

Ongoing plan reviews

Regular analytical updates

Australian compliance

Meets regulatory standards