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Subscription model

Explore a new approach to financial planning

One monthly fee. Ongoing strategic support.

tolumisqarae offers an accessible $250/month subscription with direct access to professional planners, in-depth reviews, and analytical consultations designed for clarity and confidence.

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320
clients served
540
plans reviewed
7
team experts

Key benefits for subscribers

Unlock continuous financial support and expert-led insight.

Consistent strategic input

Our planners provide analytical consultations and monthly reviews to keep your goals front and centre.

Ongoing analysis

Transparent pricing commitment

$250 per month covers every conversation, review, and recommendation—with no hidden fees.

All-inclusive fee

Adaptable, client-focused advice

Your plan is built around you—adapting with each stage of your life or business priorities.

Flexible planning
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tolumisqarae story

Focused on lasting value for clients

Our team supports individuals and families with ongoing advice and up-to-date financial perspectives.

Financial team collaborating in Australian office

Ongoing insight

We constantly monitor evolving legislation and market changes.

Personal consultations

Every plan is crafted in regular, person-to-person meetings.

All-inclusive pricing

Clients enjoy clear monthly fees—no extras or surprises.

Impressive early-stage achievements

See how tolumisqarae has quickly established a loyal client base and delivered hundreds of reliable financial planning reviews, supported by a dedicated team.

1
320

Active client subscriptions

2
540

Financial plans reviewed

3
3

Years in business

4
7

Professionals on staff

Client stories

Perspectives from individuals and families

Smiling female client
Rachel Merton
Small business owner, Harbour Bakery
Planning Communication
“Before tolumisqarae, staying on top of obligations felt overwhelming. Their monthly advice makes planning easier, and I always know what’s coming up. The all-inclusive fee builds real trust, though a mobile app would be handy.”
Communication
Responsiveness
Clarity
Client rating
Thoughtful male client
Andrew Barlow
Family trust adviser, Barlow Advisory
Support Analysis Reliability
“We needed a partner for evolving personal considerations. tolumisqarae’s team is proactive, providing up-to-date reviews. Results may vary but the guidance gave us direction and assurance.”
Expertise
Dependability
Updates
Client rating
Confident female client
Karen Liu
Managing director, Liu Consulting
Transparency Guidance
“tolumisqarae’s clear communication and transparent fees stood out from the start. I appreciate knowing the cost won’t change and the personal attention given to our situation, though more flexible meeting times would help.”
Pricing
Transparency
Service
Client rating

Frequently asked questions

Answers to the most common questions about our subscription model.

Subscribers pay $250 monthly, receiving continuous access to professional consultations, reviews, and practical recommendations, all delivered according to your needs.

Our pricing is transparent: $250 per month includes consultations, reviews, and client support—no additional or surprise charges apply.

All clients work directly with our team of trained professionals, receiving a dedicated point of contact for their ongoing needs.

You may adjust or cancel your plan with one month’s notice. Full details are outlined in our Terms and Conditions page.

Discover a new kind of financial planning

Our subscription makes ongoing guidance accessible and straightforward.

Regular reviews

Keep your financial strategy current with monthly analytical consultations and tailored advice.

Dedicated support

Every client receives professional attention, reflecting our commitment to privacy and clarity.

Stable, clear pricing

Your subscription covers everything—there are no extra fees or surprise charges.

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Results may vary. Past performance doesn't guarantee future results. The $250 monthly subscription covers all consultations, administrative support, and strategic reviews. Additional services or one-time reviews are available for an extra fee. For complete details, visit our Terms and Conditions.