Subscription Pricing at a Glance
Gain access to ongoing financial planning and professional support for a fixed monthly fee. Our transparent pricing ensures you always know what you’re paying for, with no additional charges.
Meet Your Advisory Team
Our certified professionals are dedicated to helping you achieve financial clarity.
Megan O'Brien
Senior Advisor
Areas
Megan is passionate about helping clients plan for long-term stability and peace of mind.
Megan O'Brien
Senior Advisor
Areas
Megan is passionate about helping clients plan for long-term stability and peace of mind.
James Lee
Financial Planner
Areas
James delivers practical, straightforward support for clients seeking clarity and direction.
James Lee
Financial Planner
Areas
James delivers practical, straightforward support for clients seeking clarity and direction.
Hannah Smith
Client Specialist
Areas
Hannah’s approachable style makes planning accessible and stress-free for her clients.
Hannah Smith
Client Specialist
Areas
Hannah’s approachable style makes planning accessible and stress-free for her clients.
Daniel Walker
Senior Consultant
Areas
Daniel combines expertise with a client-first attitude for tailored, ongoing support.
Daniel Walker
Senior Consultant
Areas
Daniel combines expertise with a client-first attitude for tailored, ongoing support.
How Our Subscription Works
Our process is designed to make ongoing planning easy and accessible so you can focus on your goals.
Initial Consultation
We begin with an in-depth conversation to understand your financial situation, goals, and any particular preferences that shape your planning needs.
This step typically takes 30–60 minutes and can be done online or in person.
Personalised Plan Creation
Your advisor develops a tailored plan based on your objectives, resources, and changing priorities. All recommendations are designed to suit your current life stage.
Plan drafts are delivered within a few business days for your review.
Ongoing Support & Updates
Receive continuous access to your advisor for regular check-ins, plan updates, and answers to your questions as circumstances evolve.
Reviews can be scheduled monthly or as your needs change.
Transparent Subscription Pricing
One simple monthly fee covers your consultations, plan reviews, and ongoing support
Standard Subscription
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All planning consultations included
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Plan updates as needed
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Regular check-ins with your advisor
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Data privacy and security
Couple Subscription
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Consultations for two members
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Joint and individual plan reviews
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Flexible session scheduling
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Confidential data handling
Family Subscription
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Consultations for up to four
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Group and personal plan sessions
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Priority appointment access
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Comprehensive privacy safeguards
How We Compare to Others
See the difference between neraviqolens and traditional financial services