Transparent Subscription Pricing for Financial Planning
Our $250/month plan provides regular consultations, analytical reviews, and dedicated support. All standard planning services are included, with no hidden fees or commissions. Results may vary.
Sarah Williams
Lead Advisor
Meet the Advisory Team
David Chen
Senior Advisor
David brings more than a decade of experience in Australian financial services. He focuses on building lasting relationships with clients and provides clear, actionable insights that help individuals adapt to changing circumstances.
Emily Robinson
Client Services Manager
Emily ensures every client receives prompt support and transparent communication. She coordinates sessions, handles inquiries, and helps maintain the high standards our clients expect from selinuaneaex.
Priya Singh
Financial Planner
Priya works closely with clients to create personalised plans that reflect individual goals and preferences. Her consultative approach ensures each client feels heard and supported throughout their journey.
How the Subscription Process Works
From initial contact to ongoing support, our process is designed for transparency and consistency.
Week 1: Getting Started
Initial Consultation
Meet your advisor to discuss your current objectives, history, and expectations for our service. We clarify the subscription terms, answer questions, and outline the next steps together.
Advisor matched
You’re paired with an advisor who suits your needs.
Session scheduled
Your first monthly session is arranged.
Month 1: Building Foundations
Personalised Planning
Your advisor develops an action plan based on your specific situation and goals. We provide summaries and set clear expectations for future reviews.
Action summary
Receive a summary after each session.
Plan tailored
Recommendations are matched to your situation.
Ongoing: Monthly Support
Regular Consultations
Each month, you’ll have a session to review progress, address questions, and discuss any changes. Analytical reviews are included to keep your plan relevant.
Monthly check-in
Stay informed and in control.
Analytical review
Understand market changes and impacts.
Continuous: Adaptation
Plan Adjustments
As your needs or the market shift, we adapt recommendations and support to fit your new direction. Results may vary for each client.
Flexible updates
Plans evolve with your situation.
Consistent advisor
A familiar contact remains available.
Subscription Plans
Three options for flexible financial planning
Standard
Monthly consultations, analytical reviews, and support included. No hidden charges or commissions.
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One monthly session
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Analytical reviews
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Personalised action plan
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Ongoing support
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Transparent pricing
Plus
Includes all Standard features plus priority booking and quarterly written summaries of progress.
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Priority booking
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Quarterly summaries
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Personalised guidance
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Monthly session
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Full support
Premium
All Plus benefits plus extended session time and access to a dedicated advisor for urgent queries.
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Extended sessions
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Dedicated advisor
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Priority booking
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Analytical reviews
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Monthly session
Compare Our Subscription Service
See how selinuaneaex stands out against traditional financial planning