Transparent Financial Planning Subscription
Fixed monthly fee, no surprises
Our $250 AUD/month subscription gives you direct access to professional financial planning consultations, ongoing plan reviews, and client support—without commissions or hidden costs. All guidance is provided by experienced, accredited advisors under Australian regulation. Results may vary. Past performance doesn't guarantee future results.
Meet Our Advisory Team
Experienced, accredited professionals dedicated to your financial planning success.
Jessica Lee
Senior Advisor
Areas
Jessica brings a decade of financial planning experience and a client-first approach to every session.
Daniel Wright
Advisor
Areas
Daniel is known for his analytical skills and commitment to regulatory compliance.
Priya Patel
Advisor
Areas
Priya's strategic mindset ensures clients receive tailored, effective planning advice.
David Nguyen
Advisor
Areas
David's broad background in financial consulting delivers value to every subscription client.
How Our Subscription Works
A simple, step-by-step process to ensure you receive ongoing, value-driven financial planning.
Sign Up and Onboarding Consultation
Subscribe online and book your initial session with one of our accredited advisors. We introduce our process, clarify your needs, and set expectations from the outset.
All onboarding is conducted securely under Australian compliance.
Personal Financial Plan Creation
Your advisor develops a personalised financial plan, based on a thorough understanding of your goals and circumstances. The plan is always tailored to your evolving needs.
All recommendations are objective and not influenced by commissions.
Ongoing Consultations and Support
Benefit from regular consultations, progress reviews, and access to your advisor for questions or adjustments throughout your subscription.
Support is available during business hours for all clients.
Annual Review and Plan Updates
We conduct an annual review to ensure your plan remains relevant, compliant, and aligned with any life changes. Adjustments are made as needed.
Annual reviews help maintain regulatory compliance and service quality.
Simple Pricing Structure
One monthly fee covers all consultations and ongoing support—no commissions, no hidden charges.
Standard Subscription Plan
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Unlimited consultations
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Personalised financial plan
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Annual plan review
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ASIC-accredited advisors
Couple/Joint Plan
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Consultations for two clients
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Joint or individual planning
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Annual plan reviews
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Shared advisor support
Business Owner Plan
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Consultations for business needs
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Tailored planning sessions
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Regulatory compliance focus
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Dedicated advisor access
Compare Our Subscription Service
See how quinaretolvia stands apart from traditional financial planning models
We offer a flat-fee subscription with no commissions or product sales, giving you objective guidance and predictable costs.
quinaretolvia Subscription
Flat-rate, ongoing consultations
Fixed Monthly Fee
Pay the same amount each month
No Product Sales
Advice is not tied to products
Objective Consultations
No commissions or incentives
ASIC Compliance
Fully aligned with regulations
Personalised Support
Tailored to individual needs
Traditional Model
Often commission-based with product sales
Fixed Monthly Fee
Pay the same amount each month
No Product Sales
Advice is not tied to products
Objective Consultations
No commissions or incentives
ASIC Compliance
Fully aligned with regulations
Personalised Support
Tailored to individual needs