Simple, Predictable Subscription Pricing
Our financial planning subscription is designed for transparency and ease. For $250 per month, you receive ongoing access to a dedicated adviser, regular reviews, and flexible appointments—without extra session fees or complex billing. Your subscription covers all standard planning services, including check-ins, document reviews, and open communication. There are no hidden fees, and all terms are outlined clearly below. Australian regulatory compliance and privacy standards are always maintained. You may cancel any time with one month’s notice. Results may vary depending on your individual circumstances. Past performance doesn’t guarantee future results.
Meet Your Advisers
Experienced, ethical, and client-focused
Sarah Middleton
Senior Adviser
Degree
Master of Financial Planning, University of Sydney
Sarah brings over a decade of experience, focusing on ongoing client relationships and clear communication.
Experience
Skills
Methods
Certifications
Liam Cooper
Planning Specialist
Degree
Bachelor of Commerce, Monash University
Liam is detail-oriented, ensuring plans are tailored, ethical, and always in line with Australian standards.
Experience
Skills
Methods
Certifications
Emily Tan
Client Relationship Manager
Degree
Bachelor of Business, RMIT University
Emily ensures every client receives prompt responses and ongoing support throughout their subscription.
Experience
Skills
Methods
Certifications
Daniel Evans
Compliance Adviser
Degree
Graduate Diploma Finance, University of Queensland
Daniel oversees adherence to Australian regulations, focusing on transparent and ethical client service.
Experience
Skills
Methods
Certifications
Our Subscription Process Explained
From your initial consultation to ongoing monthly support, our process is designed for clarity and flexibility. Every step is aligned with Australian standards and transparent communication.
Initial Consultation Scheduled
Personalised Plan Developed
Plan Presentation & Review
Ongoing Monthly Check-Ins
Subscription Adjustments
Choose Your Plan
One simple monthly fee
Standard
Includes all planning consultations, reviews, and ongoing support for one monthly fee.
- Personal adviser access
- All consultations included
- Regular plan reviews
- Australian compliance
Couples
Designed for couples sharing a planning relationship. Includes all standard features for both clients.
- Joint consultations
- Personalised advice for two
- All reviews included
- Secure information handling
Family
For families needing collaborative planning. Covers all standard service features for up to four members.
- Family consultations
- Multi-person advice
- Flexible support
- Privacy for all members
How We Compare to Others
| Feature | ramothiquena | Competitor A | Competitor B |
|---|---|---|---|
| Monthly subscription model | |||
| All consultations included | |||
| Transparent fee structure | |||
| Australian regulatory compliance | |||
| Personal adviser access |