Simple, Transparent Subscription Plans
Choose a monthly subscription that aligns with your needs—no long contracts or surprise extras. Plans include professional guidance, regular reviews, and direct access to experienced advisors, all for a clear monthly fee.
Meet Your Advisory Team
Each advisor is trusted, accredited, and committed to ongoing professional development.
We hand-pick professionals with a reputation for clarity, ethics, and long-term commitment. All team members bring years of experience serving clients across diverse industries and backgrounds. Regular professional training ensures your needs remain at the forefront of our approach.
Our team values collaboration to deliver relevant, practical recommendations.
James Porter
Lead Advisor
James delivers detailed, actionable plans built on real-world experience.
With 12 years in the field and a strong focus on transparency, James guides clients through complex decisions with clarity.
“A successful plan begins with understanding.”
Member FPA Australia
2023 Client Service Award
Emily Chen
Senior Consultant
Emily’s expertise lies in adapting plans to changing circumstances and standards.
Emily is dedicated to ethical practice and has led client-centred projects for over 10 years. She’s passionate about building trust and ensuring each voice is heard.
“Collaboration brings the strongest results.”
ASIC Accredited
Tom Harris
Client Liaison
Tom coordinates communication, ensuring your advisor is accessible and responsive.
Tom’s background spans finance support and operations. He is the key link between clients and their advisory resource.
“Clear communication is our foundation.”
Learn more about individual team backgrounds during your consultation.
Our Subscription Planning Process
Understand each stage from first contact to ongoing plan management.
Initial Consultation and Needs Assessment
We begin with a shared discussion to identify your objectives and map out the first steps for your subscription. This personalised approach allows us to understand your unique context and set priorities upfront.
Your advisor is there to answer every question and ensure you’re comfortable.
Plan Drafting and Review
Your advisor crafts a detailed plan tailored to your situation then discusses the findings and approach with you for review, clarification, and approval.
Transparency and shared decision-making are central to this stage.
Implementation and Support Onboarding
Once approved, we coordinate necessary paperwork and initiate agreed next steps, ensuring every detail is handled smoothly on your behalf.
Your advisor remains in touch, guiding you through each step.
Regular Reviews and Ongoing Access
A scheduled check-in every three months ensures your plan remains aligned with changes in your life and priorities.
You’re welcome to reach out any time between formal reviews for support.
Subscription Plan Pricing
All options include direct professional access and regular reviews.
Fee Transparency
All prices include GST.
Essential Plan
Monthly access to personal guidance plus quarterly plan reviews.
GST included
- Quarterly review included
- Direct advisor contact
- Personalised recommendations
- Timely written summaries
Growth Plan
Enhanced advisory contact and tailored recommendations with monthly updates.
GST included
- Monthly review included
- Enhanced email and phone support
- Custom reporting
- Priority scheduling
Comprehensive Plan
Ongoing, in-depth planning analysis and priority access for complex needs.
GST included
- Detailed quarterly reporting
- Direct advisor meetings
- Comprehensive scenario reviews
- Priority Q&A sessions
Payment & Information
Available Payment Methods
- Direct Debit
- Credit Card
Fee Details and Terms
- Subscription auto-renews monthly with no contract required.
- Cancellation available at any time with one month’s notice.
Annual equivalent fee (RRSO) based on monthly price and includes GST.
All advisors are licensed
Plan Cost Comparison
See how our model compares to traditional providers—review the advantages of transparency and ongoing service.
clarionyxavi Subscription
Continuous access and service
Direct Advisor Access
Reach your advisor quickly
Regular Plan Updates
Included in each plan
Transparent Fees
One flat amount per cycle
No Extra Consultation Charges
All advice covered monthly
Traditional Firm
Annual review, extra fees
Direct Advisor Access
Reach your advisor quickly
Regular Plan Updates
Included in each plan
Transparent Fees
One flat amount per cycle
No Extra Consultation Charges
All advice covered monthly
Project-Based
Per-task charge model
Direct Advisor Access
Reach your advisor quickly
Regular Plan Updates
Included in each plan
Transparent Fees
One flat amount per cycle
No Extra Consultation Charges
All advice covered monthly