Transparent monthly subscription pricing
Our financial planning subscription is designed for individuals and families seeking ongoing, consistent support. For $250 per month, you gain access to regular adviser consultations, practical recommendations, and compliance with Australian regulatory standards. There are no hidden fees—your monthly payment covers all planning sessions and communications. This subscription offers a straightforward, predictable approach to planning, making it easier to stay on track with your goals. Please note: Results may vary based on your circumstances and specific needs. We do not offer refunds or guarantee outcomes.
Meet your adviser team
Qualified professionals dedicated to your planning goals.
Alex Morgan
Lead Adviser
Expertise
Alex leads our team with a focus on ethics, compliance, and personalised service.
Skills
Top-rated adviser
Recognised for client trust
Compliance award
Industry standards met
Priya Desai
Senior Adviser
Expertise
Priya delivers client-focused service and clear, actionable planning advice.
Skills
Client satisfaction
High positive feedback
Industry recognition
Awarded for ethics
Liam Chen
Planning Analyst
Expertise
Liam ensures our planning processes remain effective and responsive.
Skills
Process innovation
Improved workflow
Team award
Group excellence
Emma Wright
Client Services
Expertise
Emma helps clients manage appointments and ensures smooth communication.
Skills
Service excellence
Outstanding reviews
Team award
Strong collaboration
How our process works
Alex Morgan
Lead Adviser, Principal
"We believe in providing accessible, clear, and consistent planning support through our monthly subscription. Our goal is to help clients stay on track with confidence."
Day 1
Sign up online
Choose your subscription, enter your details, and receive confirmation from our team.
Day 2-3
Initial adviser session
Meet with your adviser to review your current situation, discuss objectives, and set a plan.
Every month
Ongoing sessions
Connect regularly with your adviser to review progress and address any questions.
Anytime
Support available
Contact your adviser for guidance or to adjust your plan as your needs evolve.
Subscription pricing plans
Choose the best plan for your ongoing planning support needs.
Standard
Monthly planning support and adviser access
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Monthly adviser sessions included
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All planning communications covered
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No setup or cancellation fees
-
Transparent, predictable costs
Premium
Enhanced contact and extra support monthly
-
Priority adviser response
-
Additional monthly check-ins
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Personalised document reviews
-
Annual planning review included
Family
Support for couples and families together
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Joint or family sessions monthly
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Coordinated planning for all members
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Shared document management
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Flexible scheduling options
How we compare to others
See how our subscription planning service stands out for clarity, transparency, and ongoing support compared to traditional advice.
| Key features | quormalevia subscription | Traditional firms | Hourly planning |
|---|---|---|---|
| Monthly adviser access included | Yes | Varies | No |
| Flat, predictable monthly fee | $250 | Variable | Hourly |
| No setup or cancellation fees | Yes | Often | Varies |
| Regulatory compliance focus | Yes | Varies | Not specified |