Get personalized financial guidance with our monthly subscription service. Work with experienced consultants to build a stronger financial future, one conversation at a time.
Financial planning involves risks. Your financial situation may improve or worsen depending on market conditions and personal circumstances.
Join thousands of satisfied clients who've discovered the power of personalized financial planning. Our subscription service makes expert guidance accessible and affordable.
Connect with qualified financial planners who understand your unique situation and goals.
Monthly consultations that adapt to your changing needs and life circumstances.
Over 4653 clients have improved their financial confidence through our personalized approach.
Senior Financial Consultant
With 12 years of experience in personal finance, Sarah specializes in helping clients navigate major life transitions and build sustainable financial habits. She holds a Bachelor of Commerce and is passionate about making financial planning accessible to everyone.
Planning Specialist
David brings a unique perspective to financial planning with his background in behavioral economics. He focuses on helping clients understand their money mindset and develop practical strategies that actually stick. His approach has helped over 1,200 clients achieve their goals.
Client Success Manager
Emma ensures every client gets the most from their subscription experience. She coordinates consultations, tracks progress, and provides ongoing support between meetings. Her dedication to client success has earned her recognition as a top performer for three consecutive years.
Your $250 monthly subscription includes one personalized consultation session, unlimited email support, and access to our planning resources. You can cancel anytime with 30 days notice, and there are no long-term contracts required.
Each session is tailored to your current needs and goals. We might review your budget, discuss upcoming financial decisions, or work on long-term planning strategies. Sessions are conducted via video call and typically last 45-60 minutes.
The $250 monthly fee covers all consultation services. There are no hidden charges, setup fees, or additional costs for email support. All prices include applicable taxes and fees as required by Australian law.
Absolutely. You have full control over your subscription. You can pause, modify, or cancel your plan with 30 days written notice. We understand that financial circumstances can change, and we're here to work with you.
Working with geleriontav completely changed how I think about money. The monthly consultations keep me on track, and I finally feel confident about my financial future. Best decision I've made in years!
Jessica Thompson
Client since 2023
| Service Feature | geleriontav | Traditional Advisors | DIY Apps |
|---|---|---|---|
| Monthly fee: $250 (all-inclusive) | |||
| Personalized consultations included | |||
| No minimum balance required | |||
| Cancel anytime with 30 days notice |
Complete our quick assessment to understand your financial situation and goals. We'll match you with a consultant who specializes in your specific needs and circumstances.
Book your initial consultation at a time that works for you. Most clients prefer video calls, but phone sessions are available too. Come prepared with questions and financial documents you'd like to discuss.
Work together to identify priorities and create a personalized roadmap for your financial goals. Your consultant will provide practical recommendations that fit your lifestyle and budget.
Regular monthly check-ins keep you accountable and allow for adjustments as your life changes. Between sessions, you have unlimited email access for quick questions or guidance.