Clear pricing for ongoing planning
With a straightforward $250/month subscription, Australians benefit from professional financial planning, transparent fees, and no long-term contracts. You always know exactly what you’ll pay—no extras, no surprises.
Meet your planning team
Our Australian-based professionals bring proven experience and practical insight to every consultation
Rebecca Lyons
Master of Finance UNSW Sydney
15 years total "Strategic planning"
ANZ Consulting
Certifications:
Techniques:
Key skills:
Achievements:
12 industry awards
450+ clients served
Outstanding retention rate
Frequent guest speaker
15 years experience with a focus on client transparency and integrity.
Daniel Tran
Bachelor of Commerce University of Melbourne
10 years total "Regulatory planning"
Westpac Advisors
Certifications:
Approaches:
Key skills:
Awards:
Quarterly planning leader
Recognised for compliance
High client trust
Award-winning contributor
Advises subscribers on adapting plans as circumstances change.
Olivia Wilson
Bachelor of Business UTS Sydney
7 years total "Client communications"
Commonwealth Advice
Certifications:
Practices:
Key skills:
Service awards:
Prompt client response
Multiple service awards
Improved onboarding systems
Recognised for empathy
Supports subscribers through onboarding and ongoing queries.
James Bennett
Master in Financial Law Monash University
14 years total "Regulatory compliance"
Australian Finance Group
Certifications:
Processes:
Key skills:
Awards:
Zero regulatory breaches
Compliance awards winner
Process upgrades
Lauded for diligence
Ensures all planning and reporting meets regulatory standards.
Step-by-step planning journey
Our subscription focuses on transparency, ongoing support, and adapting plans to your changing needs as an Australian client.
Consultation and discovery
We begin by learning about your financial background, goals, and preferences. No two clients are the same, so this step sets the foundation for tailored planning.
Our goal
Understand your circumstances and clarify immediate objectives.
What we do
During discovery, your advisor asks questions to map out your situation. You’ll be given clear explanations and the space to raise any unique concerns.
How we deliver
In-person, virtual, or phone meetings ensure flexibility. Detailed notes and agreements are shared in a client portal for review.
Tools used
Client portal, video calls, secure document sharing
What you receive
Summary of goals and current situation, next steps plan
Plan design and review
After discovery, we create your tailored plan, addressing identified needs and preparing for future change. Regular reviews keep plans adaptable.
Our goal
Develop a plan that reflects your evolving needs.
What we do
Your planner designs an outline with recommendations, then walks you through it step-by-step, answering any questions along the way.
How we deliver
Collaborative reviews focus on understanding—not jargon. You’ll help prioritise steps while reviewing options in plain English.
Tools used
Templates, checklists, client portal
What you receive
Personalised action plan, written summary, Q&A session
Ongoing assistance and updates
With your subscription, you receive continued support—answers to questions, updates after life changes, and responsive advisor contact as needed.
Our goal
Ensure ongoing peace of mind and plan relevance.
What we do
Check-ins can be as frequent as you need. Our team helps you adjust for new challenges, keeping your plan effective and current.
How we deliver
Email, phone, or portal access make communicating simple and secure. All updates are documented transparently.
Tools used
Email, dedicated phone line, secure portal
What you receive
Update logs, communications archive, plan revisions
Annual review and compliance check
Once a year, your full plan is reviewed for compliance and performance. This stage ensures documentation aligns with regulatory changes and your evolving needs.
Our goal
Maintain accuracy and stay aligned with regulations.
What we do
We audit your plan against the latest Australian standards and update as rules or your life changes. You’ll receive clear explanations and next steps.
How we deliver
Tools include compliance checklists and client interviews. Feedback is applied quickly if any tasks are identified.
Tools used
Regulatory checklist, client portal, interviews
What you receive
Compliance certificate, annual plan update, recommendations
Subscription Options
Choose a plan to fit your needs
Standard
Ongoing personal consultations for one flat fee.
- Monthly plan review
- On-demand support
- Australian advisors
- Compliance assurance
Couples
Joint planning for couples, covering shared and individual needs.
- Consultations for two
- Shared and solo planning
- Joint documentation
- All Standard features
Family
Custom plans for up to four people under one subscription.
- Multi-person coverage
- One fee for family
- Dedicated updates
- All Couples features
Compare Your Options
See how our subscription model stands apart
Transparent pricing, Australian compliance, and ongoing support make us the trusted financial planning choice for subscribers nationwide.
miranexitarioyra subscription
Clear $250 fee, local advisors, ongoing support.
Traditional Model
High upfront fees, hourly rates, add-on costs.
Ongoing access
Regular advisor support, no per-session charge.
Fee transparency
Know your exact monthly cost upfront.
Local compliance
Fully aligned with Australian regulations.
Client satisfaction
Strong retention and positive feedback.