Financial planning subscription pricing
Our subscription model offers clear, upfront pricing at $250 per month. All included services are outlined below for your confidence and peace of mind.
Meet our advisers
Our team combines professional expertise with a client-focused approach.
Sarah Johnson
Senior Adviser
Expertise
Sarah brings a decade of experience in financial planning for individuals and businesses.
Industry recognition
Multiple adviser awards
Client satisfaction
Consistently positive reviews
James Lee
Financial Consultant
Expertise
James is known for his analytical approach and commitment to transparent service.
Community involvement
Local workshops leader
Process improvement
Developed review systems
Priya Sharma
Financial Planner
Expertise
Priya focuses on ethical guidance and ongoing client support.
Ethical practice award
Recognised for standards
Client loyalty
High client retention
Tom Nguyen
Adviser
Expertise
Tom is dedicated to helping clients understand complex financial matters.
Team leadership
Led advisory projects
Process streamlining
Improved client workflow
How our subscription works
Simple steps to ongoing support and regular consultation
Initial consultation and setup
We begin with a meeting to understand your needs and establish your subscription details.
No obligation until terms are confirmed.
Monthly reviews and meetings
You’ll receive regular analytical reviews and direct consultations with your adviser each month.
Flexible scheduling to suit you.
Ongoing guidance and updates
Stay informed with updates and advice as your circumstances change or new opportunities arise.
Support is always available within your plan.
Transparent renewal and fees
Your subscription renews monthly at $250, with terms and fees clearly outlined in advance.
Cancel anytime as per our policy.
Subscription plan options
Choose the subscription that best fits your ongoing planning needs. No hidden fees or surprise charges.
Standard Plan
Monthly consultations and analytical reviews
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Monthly adviser consultations
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Analytical review sessions
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Flexible scheduling
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Transparent fee structure
Business Plan
Designed for small business owners
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All Standard Plan features
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Business-focused analysis
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Priority scheduling
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Dedicated support line
Premium Plan
Enhanced support and review frequency
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All Business Plan features
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Additional monthly review
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Extended consultation time
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Annual strategic review
All plans include monthly reviews and personal consultations.
How our subscription compares
See the difference between our transparent, ongoing planning support and traditional financial consultation services.
| Features included | vexasaraiana Financial Planning | Traditional Adviser | Hourly Consultant |
|---|---|---|---|
| Monthly consultations included | Yes | No | Optional |
| Flat monthly fee structure | Yes | No | No |
| Ongoing support | Yes | Limited | No |
| Transparent cancellation terms | Yes | Varies | Varies |