Subscription financial planning, one simple monthly fee
For $250/month, receive ongoing access to accredited professionals for tailored financial planning. Our subscription keeps guidance clear, steady, and easy to budget around.
Lisa Wright
Lead Planner
Meet the expert team
Our accredited planners offer hands-on experience and focus on clear guidance for Australian residents.
Lisa Wright
Lead Planner
Specialties
Lisa brings strategic, actionable advice, ensuring clients receive realistic planning and up-to-date guidance every month.
Key skills
James Lee
Planner
Specialties
James focuses on making every meeting approachable, providing prompt answers and adaptable planning for all situations.
Key skills
Zara Patel
Accredited Adviser
Specialties
Zara ensures clients remain informed and confident, combining clear advice with reliable, ongoing support.
Key skills
Noah Williams
Client Support
Specialties
Noah is dedicated to quick, courteous communication and resolving queries so each client feels supported at all times.
Key skills
How the subscription process works
Our process ensures clarity, flexibility, and support from sign-up to regular monthly check-ins.
Start your subscription
Begin with a simple sign-up. We gather your details to match you with the right professional and ensure your planning starts smoothly with clear expectations.
Initial consultation is scheduled promptly after joining.
Personal review session
Your assigned planner leads a session focused on your needs. We discuss recent changes and make practical recommendations for your circumstances.
Direct communication makes it easy to adapt as life evolves.
Monthly support access
With your subscription, ongoing reviews and quick consults are just a call or message away each month—help is always at hand.
Access is available all year for ongoing updates.
Subscription options and rates
Choose our clear $250 monthly subscription and gain consistent access to expert, accredited professionals.
Important information
Results may vary
Standard Plan
Ongoing financial planning, tailored for Australian residents.
Includes GST as required
- Monthly review with assigned planner
- Consults as needed at no extra charge
- Direct access to support team
- Client-specific plan adjustments
Couples Plan
Joint subscription for two, focused on partnered planning.
Includes GST as required
- Monthly reviews for both partners
- Individual and shared consultations
- Joint goal tracking support
- Updates for major life events
Extended Family Plan
Designed for larger families who want planning access.
Includes GST as required
- Monthly sessions for up to four adults
- Multi-member plan coordination
- Flexible consultations for individuals
- Shared financial reviews
Extra services
Priority appointment
Faster booking for urgent guidance—subject to availability.
A$275.00
Includes GST as required
Formal documentation
Get official summaries or statements for records or external advisors.
A$300.00
Includes GST as required
Payment details
Accepted payment methods
- Bank transfer
- Visa/Mastercard
Payment & subscription terms
- Billed monthly in advance, cancel anytime with 30 days’ notice.
- All fees include GST where applicable.
Annual Percentage Rate (APR) and total cost visible at checkout
Australian Financial Services Licenced
meloriavant compared to others
See the difference in transparency, support, and practical value versus other Australian planning services.
| Key features | meloriavant financial planning | Traditional agencies | Online providers |
|---|---|---|---|
| Monthly fixed fee | Yes, $250 | Varies | Often variable |
| Australian-accredited team | All accredited | Some only | Not all |
| Transparent inclusions | All covered | Partial | Partial |
| Direct support access | Yes, always | Limited | Limited |
| GST included | Yes | Extra | Extra |