Subscription pricing for financial planning services
Our monthly subscription is $250 AUD. This fee covers all consultations, plan reviews, and regular updates—no hidden charges or add-ons. All terms are clearly outlined for your confidence.
Sophie Reynolds
Lead Financial Advisor
Meet our advisor team
Experienced professionals focused on transparent, ongoing support for every client
Sophie Reynolds
Lead Advisor
Focus
Retirement planning
Skills
Sophie brings over a decade of experience in financial consulting, specialising in helping clients navigate changing circumstances.
David Lee
Senior Advisor
Focus
Superannuation
Skills
David’s expertise lies in superannuation and compliance, providing clients with solid, practical guidance.
Priya Sharma
Client Advisor
Focus
Plan reviews
Skills
Priya ensures every client’s plan stays current and effective, offering responsive support and insight.
James O'Connor
Financial Planner
Focus
Consultations
Skills
James provides tailored consultations and upholds the highest standards of ethics and confidentiality.
Our process
How your subscription works each month
Sign up online
Complete the online form to start your subscription and receive a welcome email.
Initial consultation
Meet your advisor and discuss your current financial situation and objectives.
Plan review and setup
We review your details and set up your monthly planning schedule.
Ongoing support
Receive monthly consultations, plan updates, and advisor guidance.
Subscription plans
Choose the plan that fits your needs
Standard
Full service, flat fee
All-inclusive price
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Monthly consultations included
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Plan reviews and updates
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Personal advisor support
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Australian privacy compliance
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No extra fees
Premium
Priority advisor access
Extra support hours
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All Standard features
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Priority scheduling
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Extended support hours
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Annual review session
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Dedicated reporting
Business
Designed for small teams
Team support plan
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All Premium features
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Team consultations
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Custom reporting
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Onboarding assistance
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Ongoing compliance checks
How our subscription compares
Transparent pricing and ongoing support set us apart from traditional models
See how our $250 per month plan offers predictable costs, regular updates, and personal consultations compared to conventional fee-based services.
kivoneexium subscription
Predictable fee covers all monthly reviews and consultations
Fixed monthly fee
Transparent and predictable pricing every month
Monthly plan reviews
Plan reviewed and updated regularly
Personal advisor support
Direct access to a dedicated advisor
Australian privacy compliance
Your data protected by local laws
No hidden fees
All costs disclosed upfront—no surprises
Traditional planner
Hourly rates, variable fees, and periodic review charges
Fixed monthly fee
Transparent and predictable pricing every month
Monthly plan reviews
Plan reviewed and updated regularly
Personal advisor support
Direct access to a dedicated advisor
Australian privacy compliance
Your data protected by local laws
No hidden fees
All costs disclosed upfront—no surprises