Simple plans, transparent pricing
All-inclusive monthly rate
Our $250/month subscription covers every aspect of our planning service—consultations, analytical reviews, and all supporting materials. There are no hidden charges or additional fees. Everything you need for ongoing support is included in your monthly payment.
Meet our team of experts
Experienced advisers, dedicated to your success
Jessica Turner
Lead Adviser
Expertise
Jessica leads our advisory team with a focus on transparency and client wellbeing. She brings deep knowledge of the Australian market.
Top adviser award
Recognized for service excellence
Client satisfaction leader
Consistently high ratings
Mark Chen
Senior Consultant
Expertise
Mark’s approach is analytical and supportive, ensuring each client receives tailored, practical advice.
Industry recognition
Award-winning service
Community involvement
Active in outreach
Claire Evans
Consultant
Expertise
Claire specialises in analytical reviews and proactive planning, helping clients adapt to changing needs.
Planning excellence
Recognised by peers
Continuous learning
Ongoing professional development
Liam Patel
Adviser
Expertise
Liam’s practical approach and dedication make him a trusted adviser for many clients across Australia.
Client trust award
Recognised for integrity
Peer mentor
Supports new advisers
How your subscription works
Every step is designed for clarity, convenience, and ongoing support
Start with an initial consultation
Book your first appointment to discuss your goals and circumstances. Our adviser will listen and help clarify your priorities.
This meeting sets the foundation for your ongoing plan.
Receive your tailored plan
After your consultation, you’ll receive a set of practical recommendations based on your needs and preferences.
Your plan evolves as your situation changes.
Monthly reviews and updates
Stay on track with regular check-ins. These meetings ensure your plan remains relevant and adapts to your needs.
Easily adjust your plan as life changes.
Continuous access to support
Reach out anytime for guidance or to update your plan between scheduled reviews. Our team is always accessible.
Support is included in your monthly fee.
Subscription pricing
Clear monthly rates, no surprises
Standard
Ongoing planning, regular reviews, and consultations included.
- Monthly consultations
- Analytical reviews
- Tailored recommendations
- No hidden charges
Couple
Two clients, joint consultations, and full service coverage.
- Joint consultations
- Analytical reviews
- Tailored recommendations
- No hidden charges
Family
Support for families, group sessions, and ongoing reviews included.
- Group consultations
- Analytical reviews
- Tailored recommendations
- No hidden charges
Compare our subscription plans
See how carixenonexaquoos stands out from other providers