jalinaeriwexio

Transparent subscription pricing plans

Simple monthly structure

Our financial planning subscription is priced at $250 per month, offering comprehensive consultations, regular reviews, and ongoing access to our team. There are no commissions, product sales, or hidden fees. You pay a single flat fee for all included services. Results may vary, and past performance does not guarantee future results.

Meet our planners

Jessica Lee leading team discussion

Jessica Lee

Lead Planner

Jessica brings over 12 years of experience helping clients clarify their financial goals and navigate changing circumstances.

Liam Chen in consultation

Liam Chen

Senior Consultant

Liam specialises in providing actionable guidance for a variety of situations, ensuring personalised service for every client.

Emma Robinson advising client

Emma Robinson

Client Advisor

Emma works closely with clients to deliver tailored recommendations and maintain ongoing support throughout the subscription.

How our subscription process works

Understand each phase of your ongoing financial planning experience, from first contact to regular reviews.

Monthly ongoing
1

Initial Consultation Meeting

Meet with a planner to discuss your current situation, objectives, and preferences.

We listen to your needs and gather relevant details to provide a tailored experience.

60 minutes
Easy
2

Tailored Plan Development

Our team reviews your information and creates recommendations suited to your situation.

Receive unbiased, actionable advice—no commissions or product sales involved.

1-2 days
Moderate
3

Review & Implementation Session

Discuss the recommendations, ask questions, and decide how to proceed.

All recommendations are explained clearly so you can make informed decisions.

60 minutes
Easy
4

Ongoing Monthly Check-ins

Schedule follow-up sessions to revisit your plan and adjust as your situation changes.

All check-ins are included in the monthly fee and can be booked flexibly.

30-60 minutes
Easy

Subscription plan options

Choose the level of professional planning support that fits your needs and budget.

Essential Plan

$ 250
month
  • Ongoing consultations included
  • Regular financial reviews
  • Personalised recommendations
  • No commissions or product sales
Contact us

Enhanced Plan

$ 300
month
  • All Essential Plan features
  • Priority scheduling
  • Dedicated planner
  • Extended check-in sessions
Contact us

Premium Plan

$ 350
month
  • All Enhanced Plan features
  • Comprehensive document reviews
  • Direct planner messaging
  • Annual in-person review
Contact us

How we compare to others

See what sets our subscription service apart from competitors.

Key features
Service comparison
jalinaeriwexio subscription
Transparent, ongoing advice
Other services
Variable fees, limited access
Flat monthly fee
No additional or hidden charges apply.
No commissions
Advice is not linked to product sales.
Ongoing monthly access
Regular reviews and consultations included.
Personalised sessions
Tailored meetings with your planner.
Australian privacy standards
Full compliance with local regulations.
Total features
5
2