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Subscription Service

Financial Planning Simplified

Professional, ongoing financial planning for one clear monthly fee. Transparent service and support for your evolving needs.

Transparent fees

Know exactly what you pay each month.

Continuous advice

Stay supported with ongoing guidance.

Benefits of our subscription

Plan confidently with a team focused on professionalism and clarity.

75%

No hidden costs

You pay a clear, fixed subscription fee every month, making budgeting for planning services straightforward and stress-free.

80%

Expert guidance

Receive ongoing access to qualified professionals who address your questions and provide tailored recommendations.

85%

Flexible consultations

Schedule reviews or request plan updates as your needs shift, ensuring your subscription remains relevant.

90%

Confidentiality guaranteed

Your privacy is protected by strict adherence to Australian professional standards and regulations.

About kelioovian

A value-driven approach to ongoing financial planning for Australians

How our subscription works

Your monthly subscription covers all planning consultations, reviews, and updates. No extra charges apply.

Monthly consultations included
Plan reviews at your request
Fixed, predictable pricing

Clients are welcome to discuss changes at any time.

All-Inclusive

Everything you need under one subscription.

Advisor meeting with client

How our subscription works

With kelioovian’s subscription model for financial planning, you gain access to ongoing, professional advice and plan updates for a straightforward monthly fee of $250. There are no extra charges or hidden costs. Your advisor works with you to review your plan, adapt to changes, and provide practical recommendations based on your personal circumstances. You may request consultations or plan updates as needed throughout your subscription. All communication and data are kept strictly confidential, and our services are designed to support your journey with transparency and reliability. Results may vary depending on individual circumstances. Past performance doesn't guarantee future results.

Client stories

Real experiences from Australians using our subscription service

Rachel D.

Small business owner, RD Consulting

Planning through uncertainty
Challenge

Rachel felt unsure about adapting her plans as her business faced unpredictable shifts.

"Having a consistent advisor has made a real difference for me. The guidance is practical and the monthly fee is clear, so I always know what to expect. It’s been helpful to have support when changes arise."

Timeframe 6 months

James L.

Freelance designer, JL Studio

Navigating changing needs
Challenge

James needed planning support but wanted a simple, ongoing arrangement without extra fees.

"The subscription makes everything simpler. I can ask for updates when I need them, and the team is responsive. I appreciate their straightforward approach."

Timeframe 4 months

Janet P.

Healthcare professional, Self-employed

Seeking ongoing support
Challenge

Janet wanted reliable, confidential advice to help her plan for the future without worrying about extra costs.

"I value the confidentiality and continuous support. My advisor is always there to discuss updates and answer questions. Results may vary, but I’m happy with the service so far."

Timeframe 8 months
3 Stories shared
Measured change

Your questions answered

Find helpful information about our subscription service and how it supports you.

Get clarity on pricing, confidentiality, and support. If you have further questions, our team is happy to assist.

Pricing
Confidentiality
Support
Disclaimer
Advisor meeting with client
Client-focused value

Experience ongoing financial planning

Enjoy transparent pricing and consistent support with our subscription. Start your journey today.