Transparent Subscription Pricing Plans

Our $250/month subscription covers all standard planning services, delivered by experienced professionals. No hidden fees, no complex terms—just clear, predictable support for your ongoing planning needs.

Meet Our Professionals

A dedicated team with years of experience and a focus on transparency.

Emma Richards

Emma Richards

Senior Planner

15 years
Sydney

Expertise

Retirement Taxation Estate Superannuation

Emma provides practical advice and values open communication with clients.

Industry Recognition

Award-winning service

Certified Planner

Accredited professional

James Carter

James Carter

Lead Consultant

20 years
Melbourne

Expertise

Wealth Insurance Succession Pension

James is known for analytical reviews and tailored guidance for every client.

Client Portfolio

Broad client base

Professional Degree

Advanced qualifications

Olivia Chen

Olivia Chen

Client Advisor

8 years
Brisbane

Expertise

Estate Retirement Insurance Taxation

Olivia supports clients with clear, timely communications and practical solutions.

Client Feedback

High satisfaction

Years of Service

Consistent dedication

Liam Patel

Liam Patel

Planning Specialist

10 years
Perth

Expertise

Superannuation Wealth Insurance Succession

Liam brings a detail-oriented approach and a commitment to transparency in every interaction.

Compliance Focus

Strict standards

Team Leader

Strong collaborator

How Your Subscription Works

Our clear, step-by-step process ensures you understand every part of your subscription and the support you’ll receive.

1

Initial Consultation Session

Begin with a personal session to discuss your current financial position and future goals.

After subscribing, you will schedule an initial consultation with one of our experienced professionals. During this session, we discuss your current situation, preferences, and objectives. Our team listens carefully and gathers relevant information to tailor the ongoing support you’ll receive. This first step ensures you feel heard and establishes the basis for a collaborative relationship. It’s designed to clarify expectations and answer any questions about your subscription.

Approx. 1 hour
Foundation
2

Agreement & Onboarding

You’ll review the transparent subscription terms and set up your account.

Once you’re comfortable proceeding, we present the full terms of your $250/month subscription. All fees and conditions are explained before any agreement is finalised. Our onboarding process includes setting up your secure online account and confirming your preferences for communication. This step is crucial for building trust—every detail is provided upfront to ensure your confidence and satisfaction.

Approx. 30 min
Clarity
3

Ongoing Professional Support

Receive personalised support and access to digital planning resources each month.

With your subscription active, you have direct access to our team for ongoing guidance. We provide analytical reviews and personal consultations tailored to your situation, helping you understand market dynamics and resource allocation. You’ll receive regular updates and practical resources to keep your planning on track. There are no extra fees for these ongoing services, and you can reach out as often as needed.

Ongoing
Support
4

Pause or Cancel Anytime

You remain in control with flexible terms and no long-term contract obligations.

Our service is designed for flexibility. If your needs change, you can pause or cancel your subscription at any time by contacting us. The process is straightforward, with all terms outlined in advance. This approach lets you manage your commitment with confidence, knowing there are no complex exit clauses or penalties.

As needed
Flexibility

Choose Your Subscription Plan

All plans include ongoing access to professionals, digital tools, and complete fee transparency. No hidden costs or extra charges apply.

Standard Subscription

$ 250
per month
  • All standard planning services included
  • Direct professional access
  • Digital resources provided
  • Transparent monthly fee

Flexible Pause Option

$ 250
per month
  • Pause subscription anytime
  • No penalties or extra fees
  • Full access while active
  • Easy reactivation

Priority Support Add-on

$ 350
per month
  • Faster response times
  • Priority scheduling
  • All standard services
  • Transparent upgrade fee

Compare Subscription Planning Services

See how our transparent model stands out next to other providers

Review key features, pricing, and support to make an informed decision. Our subscription puts clarity and client needs first.

aroceliovia Planning

Fixed fee, direct access, transparent terms

4.8/5
$250/month

Traditional Advisor

Hourly rates, unclear fees, limited flexibility

3.5/5
$400/month

Pricing Transparency

Are all fees disclosed upfront?

aroceliovia Planning 95%
Traditional Advisor 60%

Direct Access

Can you reach your advisor as needed?

aroceliovia Planning 90%
Traditional Advisor 55%

Flexible Terms

Are you able to pause or cancel easily?

aroceliovia Planning 92%
Traditional Advisor 50%

Data Security

Is your information protected?

aroceliovia Planning 98%
Traditional Advisor 70%