Simple, Transparent Subscription Pricing
Access professional financial planning for one monthly fee.
For $250 per month, receive ongoing consultations, analytical reviews, and impartial guidance from accredited Australian planners. No commissions or hidden fees—just clear, predictable costs.
Meet Your Planning Team
Experienced, accredited professionals dedicated to your needs
Our team brings together decades of experience in financial planning, with a focus on ongoing, client-first support. Each member is committed to providing transparent, practical advice.
We are locally accredited and fully committed to maintaining confidentiality and professionalism at all times.
James Taylor
Senior Planner
James specialises in ongoing analysis and strategic planning for Australian clients.
With more than a decade of experience, James delivers practical guidance and ensures clients receive clear, actionable advice.
“Every client deserves focused, ongoing support.”
Accredited in Australia
Client-first approach
Priya Singh
Lead Consultant
Priya provides tailored planning solutions with a commitment to transparency and client care.
Priya’s background in compliance and advisory services helps clients navigate changing regulations confidently.
“Transparency and trust are the foundation of great planning.”
Regulatory expertise
David Wilson
Consultant
David brings extensive experience in analytical reviews and client relationship management.
David has helped hundreds of clients across Australia with clear, ongoing guidance and support.
“Long-term relationships build better outcomes.”
Your planning, our expertise—every step of the way.
How Your Subscription Works
A simple, step-by-step approach to professional planning
Enrol Online
Sign up through our secure platform and set up your monthly payment. No lengthy applications required.
Start your subscription in minutes with straightforward onboarding.
Book Your Session
Schedule your first consultation at a time that suits you. Flexible appointments make planning accessible.
Choose your preferred day and time online or by phone.
Receive Ongoing Analysis
Get monthly reviews of your situation, with practical recommendations tailored to your evolving needs.
Stay informed and adapt plans as circumstances change.
Access Support Anytime
Contact your planner for guidance or questions as needed. We prioritise responsive, professional support.
Reach out by email or phone whenever you need help.
Our Pricing Plans
Choose the subscription that fits your planning needs best
Standard
Full access to ongoing consultations
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Monthly strategy sessions
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Analytical reviews
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Flexible appointment times
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Confidential support
Premium
Priority scheduling and extended reviews
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All Standard features
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Priority appointment slots
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Detailed quarterly reports
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Direct planner access
Business
For business owners and consultants
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Team consultations included
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Business-focused reviews
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Flexible scheduling
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Dedicated support
How We Compare to Traditional Services
Our subscription model offers ongoing support and transparent fees, unlike many traditional planning services.
| Key Features | veritonlirex subscription | Standard Adviser | Hourly Consultant |
|---|---|---|---|
| Monthly Flat Fee | $250/month | Varies | Hourly |
| Ongoing Support | Included | Limited | By request |
| Confidential Consultations | Yes | Varies | Yes |
| No Product Sales | Yes | No | No |