Australian financial planner in a meeting

Subscription-based financial planning

Get clarity and structure with a fixed monthly fee and ongoing support.

levarisytria offers a $250/month subscription for clear, practical financial planning—no product sales, no commissions, just impartial advice.

Benefits of our subscription

A practical solution for continuous financial clarity

Predictable monthly cost

For $250/month, you know your fee upfront with no hidden charges or surprise add-ons.

Transparent pricing

Consistent, unbiased advice

We don’t sell financial products or take commissions, ensuring every session is focused on your needs.

Impartial guidance

Ongoing planning support

Monthly check-ins keep your plan aligned with life changes and evolving goals.

Continual updates

About levarisytria

Client-focused planning with no product sales or commissions

levarisytria’s subscription model gives you straightforward access to financial planning for $250/month. Our team is dedicated to providing impartial advice, focusing on your financial clarity and peace of mind. We believe in transparency, regular updates, and a client-first approach, ensuring every recommendation truly fits your situation and needs.

Fixed monthly fee

Know exactly what you pay each month—no hidden costs.

Personal consultations

Sessions are tailored to your unique goals and changing needs.

No product sales

We offer guidance only—never tied to commissions or product incentives.

Ready to get started?

Take control of your financial planning with ongoing support and clear, upfront pricing.

Contact us today
250+
Active clients
5 yrs
Average relationship
95%
Client retention
100%
Fee transparency

Subscription service metrics

Demonstrating steady growth and strong client relationships

Our metrics reflect a young, successful business focused on transparency and consistent value.

Active monthly clients

Growth
+28%
320 clients

Client base has steadily grown each quarter for the past year.

Client retention rate

Stable
+17%
94 %

High retention demonstrates strong satisfaction and ongoing trust.

Subscription renewals

Subscription renewals 87%

Clients choose to continue their subscription month after month.

New enquiries

New enquiries 41%

A growing number of new clients are requesting more information.

Plan update rate

Plan update rate 73%

Most clients update their plans regularly to reflect life changes.

Client stories

Real experiences from people using our subscription planning

Aug 2024

Sarah Williams

Small business owner, Williams Design

Вызов:

Needed clarity on business finances and a consistent planning approach.

Результат:

Regular monthly sessions helped Sarah organise her financial records and plan ahead confidently.

Unclear Financial clarity Organised

"Switching to a monthly subscription gave me reliable support and much less stress."

12 mos
Jan 2025

John Nguyen

Consultant, Nguyen Consulting

Вызов:

Struggled to keep up with changing regulations and fee expectations.

Результат:

levarisytria’s transparent pricing and ongoing advice made compliance and planning straightforward.

Uncertain Peace of mind Confident

"I appreciate knowing exactly what I pay and what I get—no surprises here."

7 mos
May 2025

Priya Patel

Freelancer, Self-employed

Вызов:

Found it hard to manage fluctuating income and plan for the future.

Результат:

Monthly conversations helped Priya adapt her plan quickly as her work changed.

Irregular Plan updates Consistent

"The support is practical and responsive—makes a real difference for me."

5 mos
3 Stories
Client satisfaction rate

Frequently asked questions

Answers about our subscription service

Take control with monthly financial planning today

Start your subscription and receive ongoing, impartial support for one transparent fee. Get clarity, structure, and direct access to experienced planners who put your needs first.

Personal consultations

Every session is tailored to your situation and updated as your needs change.

No commissions ever

We never sell products or take commissions, so our advice remains unbiased.

Regular plan updates

We proactively keep your plan aligned with your goals and circumstances.

View pricing