Transparent subscription pricing structure
Our financial planning subscription provides continuous access to experienced advisors, regular analytical reviews, and detailed reporting for a fixed fee of $250 per month. There are no hidden costs or unexpected charges. This monthly fee covers all consultations and reporting as described—results may vary depending on your individual needs and circumstances. Cancel anytime with no penalty. All terms are clear and compliant with Australian regulations.
Meet our advisory team
Experienced professionals focused on transparency and compliance
Our team brings years of expertise in Australian financial planning. We prioritise ethical service, practical advice, and ongoing support for every client.
Each advisor is dedicated to providing clear, actionable guidance.

Jessica Lee
Financial Advisor
Jessica has over 10 years of experience in Australian financial planning.
Jessica is known for her analytical skills and client-focused approach, ensuring every consultation is clear and actionable.
“Clarity and transparency drive every session I have with clients.”
Recognised for ethical standards

Matthew Brown
Senior Consultant
Matthew specialises in providing tailored planning solutions for diverse clients.
With a decade of experience, Matthew is dedicated to practical advice and transparent service.
“Every client deserves ongoing support and clear reporting.”
Award-winning service

Peter Evans
Principal Advisor
Peter leads the team with over 30 years’ experience in compliance-focused financial planning.
Peter emphasises rigorous analysis and upholds the highest ethical standards in every client engagement.
“Ethical practice is the foundation of effective financial planning.”
Respected industry leader
Learn more about our approach and team commitment.
How your subscription works
Experience ongoing, transparent support through regular consultations, detailed reviews, and clear reporting—all for one monthly fee. Cancel anytime, with no hidden costs or penalties.
Initial consultation and setup
Begin with an in-depth discussion to understand your financial circumstances and goals.
Our advisor will gather relevant details, review your current situation, and explain how the subscription model works. All terms are outlined clearly and transparently.
Monthly advisor meetings
Connect regularly with your advisor for reviews, updates, and guidance.
Each month, you have a scheduled meeting to discuss progress, address concerns, and receive actionable recommendations.
Analytical reviews and reporting
Receive regular analytical reviews with clear, detailed reports.
Your advisor provides a summary of findings, insights, and recommendations, delivered in a format that is easy to understand and actionable.
Continuous compliance monitoring
All advice and reporting adhere to Australian regulations.
We ensure every aspect of your service remains compliant, giving you peace of mind and confidence.
How your subscription works
Experience ongoing, transparent support through regular consultations, detailed reviews, and clear reporting—all for one monthly fee. Cancel anytime, with no hidden costs or penalties.
Subscription pricing options
Simple, transparent, and predictable
Standard
Includes all consultations, monthly reviews, and detailed reporting.
- Monthly consultations
- Analytical reviews
- Compliance guidance
- Transparent fee structure
Enhanced
Adds priority access to advisors and expedited reporting on request.
- Priority consultations
- Faster reporting
- All Standard features
- Ongoing support
Premier
Includes all Enhanced benefits plus annual strategic session with principal advisor.
- Annual strategy session
- Direct principal access
- All Enhanced features
- Full compliance reviews
Compare our subscription
Transparent, ongoing service vs. traditional options
See how our fixed-fee subscription for financial planning compares to a typical pay-per-consultation model. We emphasise transparency, compliance, and ongoing access to professional support.
jivamoriqos subscription
Ongoing consultations, reviews, and reporting
Monthly consultations
Regular advisor meetings included in subscription
Detailed reporting
Clear, actionable reports provided every month
Transparent pricing
No hidden fees or unexpected charges
Compliance focus
Service aligns with regulations and ethical guidelines
Ongoing support
Continuous access to professional advice
Traditional model
One-off advice, variable costs, limited follow-up
Monthly consultations
Regular advisor meetings included in subscription
Detailed reporting
Clear, actionable reports provided every month
Transparent pricing
No hidden fees or unexpected charges
Compliance focus
Service aligns with regulations and ethical guidelines
Ongoing support
Continuous access to professional advice