Simple Subscription Model
For Planning
Our $250/month subscription provides continuous access to professional financial planning. No hidden fees or complicated terms—just clear, ongoing support tailored to your situation.
Meet Our Team
Experienced, client-focused advisors
Alex Fraser
Senior Advisor
Master of Finance University of Sydney
10 years "Retirement planning"
ClearPath Advisory
Awarded Client Service Star
Published in Finance Review
Alex brings over 10 years of experience in financial planning, helping clients navigate complex decisions with clarity and care.
Mia Nguyen
Client Advisor
Bachelor of Commerce Monash University
7 years "Risk management"
Guardian Advice
Recognised for client retention
Speaker at industry conferences
Mia specialises in helping clients adjust their financial plans as life changes. She prioritises clear communication and practical advice for every client.
James Smith
Financial Consultant
Graduate Diploma, Finance RMIT University
8 years "Transition planning"
Strategic Partners
Nominated for Advisor of the Year
Panelist on local finance forums
James excels at guiding clients through transitions, from career changes to new ventures, always focusing on sound, practical planning.
Priya Sharma
Planning Associate
Bachelor of Economics University of Melbourne
3 years "Client research"
Insightful Finance
Managed 50+ planning projects
Awarded for research excellence
Priya supports our team with detailed research and ensures every plan is tailored to the client’s unique goals and circumstances.
How Our Subscription Works
Getting started is easy, and support is always ongoing.
Initial Consultation
We meet to understand your situation and discuss your objectives. This sets the foundation for a collaborative relationship.
Book your session online or by phone.
Plan Development
Your advisor crafts a plan with your input, focusing on your needs and goals. All steps are explained before you proceed.
You review and approve recommendations.
Ongoing Support
After your initial plan is in place, we provide regular check-ins and adapt your plan as life changes.
Schedule reviews whenever needed.
Transparent Billing
A flat $250/month is charged, covering all consultations and reviews. No additional costs or complex terms.
Invoices are provided monthly.
Subscription Pricing
Simple, transparent monthly fee—no surprises
Standard
All core planning services included
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Ongoing advisor access
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All consultations included
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Personalised recommendations
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Australian privacy compliance
Enhanced
Added annual review and reporting
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Annual progress report
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Priority booking
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All plan adjustments included
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Ongoing advisor access
Premium
Priority support and quarterly reviews
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Quarterly plan reviews
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Dedicated support line
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Priority booking included
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All consultations covered
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Australian privacy compliance
How zafirooreda Compares
See how our subscription model measures up to traditional financial planning services.