Simple subscription pricing structure
Transparent monthly fee
Gain access to ongoing financial planning for $250 per month. Our service includes regular consultations, plan updates, and continuous support—no commissions, product sales, or hidden extras. Enjoy clarity and the peace of mind that comes with a fixed fee.
Meet the team
Our planners are qualified, experienced, and focused on your goals.
James Lee
Senior Planner
Focus area
Personal planning
Key skills
James brings a decade of experience in transparent planning for individuals and families.
Emily Carter
Client Advisor
Focus area
Family support
Key skills
Emily is known for her personable style and dedication to client goals.
David Chen
Financial Consultant
Focus area
Consulting
Key skills
David’s background in analytical reviews helps clients understand complex planning topics.
Sophie Brown
Support Specialist
Focus area
Client support
Key skills
Sophie ensures smooth onboarding and ongoing communication for every client.
How it works
Your path to ongoing clarity
Initial consultation
Discuss your goals and current situation in a confidential session.
Personalised plan
Receive a tailored plan based on your circumstances and objectives.
Regular updates
Monthly check-ins and plan adjustments as your needs change.
Continuous support
Access to our team for ongoing questions and plan reviews.
Our pricing plans
One simple option for everyone
Monthly
Ongoing planning and support with no extras or commissions.
- Monthly consultations included
- Personalised plan updates
- Direct access to planners
- No product sales
Quarterly
Same service as monthly, billed every three months for convenience.
- Quarterly billing option
- Monthly check-ins
- No commissions
- Full plan access
Annual
One payment for a year of planning, support, and regular updates.
- Annual payment discount
- Ongoing support
- Transparent fee
- All features included
How levarisytria compares
See the clear difference between our model and traditional advisory