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.

Our team

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

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.”

Analytical review Compliance
10 years

Recognised for ethical standards

Matthew Brown

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.”

Consultation Reporting
12 years

Award-winning service

Peter Evans

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.”

Regulatory knowledge
30 years

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.

Ongoing monthly service
1

Initial consultation and setup

First month
Active

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.

Progress 20%
1 week
2

Monthly advisor meetings

Monthly
Ongoing

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.

Progress 40%
1 hour
3

Analytical reviews and reporting

Monthly
Ongoing

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.

Progress 60%
1 day
4

Continuous compliance monitoring

Ongoing
Ongoing

All advice and reporting adhere to Australian regulations.

We ensure every aspect of your service remains compliant, giving you peace of mind and confidence.

Progress 80%
Ongoing

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

Most Popular

Standard

A$250.00 / per month

Includes all consultations, monthly reviews, and detailed reporting.

  • Monthly consultations
  • Analytical reviews
  • Compliance guidance
  • Transparent fee structure

Enhanced

A$325.00 / per month

Adds priority access to advisors and expedited reporting on request.

  • Priority consultations
  • Faster reporting
  • All Standard features
  • Ongoing support

Premier

A$350.00 / per month

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.

Included

jivamoriqos subscription

Ongoing consultations, reviews, and reporting

$250/month

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

Varies

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