Simple subscription pricing
Clear rates, no hidden fees
Our financial planning subscription is $250 per month. All consultations, plan reviews, and updates are included—there are no additional charges. You always know exactly what you’re paying for each month. Results may vary and past performance doesn't guarantee future results.
Meet the kelioovian team
Experienced, qualified advisors dedicated to your planning needs
Emma Chen
Lead Advisor
Focus area
Comprehensive planning
Skills
Emma has a decade of experience supporting clients with tailored advice and a strong focus on transparency.
Recognition
Awarded for service excellence.
Certification
Holds top industry credentials.
Liam Patel
Advisor
Focus area
Plan reviews
Skills
Liam brings expertise in plan reviews and client support, ensuring plans are always aligned with client needs.
Experience
Broad financial background.
Teamwork
Strong collaborative skills.
Sophie Nguyen
Advisor
Focus area
Client service
Skills
Sophie is known for her responsive approach and commitment to delivering practical planning support to all clients.
Client praise
High client satisfaction.
Performance
Consistently strong reviews.
David Clark
Advisor
Focus area
Analytical reviews
Skills
David’s extensive experience brings a balanced perspective to analytical reviews and ongoing support for clients.
Achievement
Longstanding client trust.
Ethics
Commitment to confidentiality.
How your subscription works
A step-by-step process for ongoing planning and support, designed for transparency and ease.
At sign-up
Start your subscription
Sign up online and get matched with an advisor who will introduce the process and answer your initial questions. Your first month covers onboarding, consultation, and a review of your current plan.
Personal match
Get paired with the right advisor.
First review
Initial plan review included.
Month-to-month
Monthly consultations
Each month, your advisor checks in for plan updates and to address any questions. You can also request additional discussions as your needs change, all covered by your subscription fee.
Ongoing support
Continuous access to guidance.
Adaptable service
Plans adjust as needs shift.
Anytime
Plan updates on request
Whenever your circumstances change, simply reach out to your advisor to discuss updates or schedule a review. There are no extra charges for these discussions or modifications.
Timely updates
Fast responses to your requests.
Clear communication
Stay informed at every step.
Ongoing
Confidential, professional service
Your privacy is protected at all times. All client information and consultations are handled in strict confidence, following Australian professional standards and regulations.
Privacy focus
All data handled confidentially.
Impartial advice
Balanced, analytical reviews provided.
Subscription plans
All-inclusive monthly service
Standard
Full access to ongoing advice, plan reviews, and updates. No hidden costs, just one clear monthly fee.
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Monthly consultations included
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Plan updates on request
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Confidential, secure service
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Responsive client support
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Transparent pricing
Premium
All Standard features plus priority scheduling and extended consultation hours. Ideal for clients needing extra flexibility.
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Priority support
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Extended consultation hours
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Flexible scheduling
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All-inclusive service
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Professional confidentiality
Enterprise
Tailored for businesses, including all Premium features plus team consultations and annual strategic review.
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Team consultations
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Annual strategic review
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Dedicated account manager
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All Premium features
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Flexible billing options
Compare your subscription options
See how kelioovian stands out in transparency, support, and ongoing value.
Our platform delivers consistent support, a clear fee structure, and ongoing access to professional advice—no extra charges or hidden conditions.
kelioovian subscription
Transparent monthly pricing and ongoing professional guidance.
Other services
May include variable fees, limited support, or extra service costs.
Transparent pricing
Flat $250 monthly fee, no surprises.
Ongoing support
Access to advisor as needed.
Plan flexibility
Plans updated anytime at no extra fee.
Confidentiality
Strict privacy for all clients.