Explore your subscription options
Simple and transparent pricing
Our $250/month plan delivers ongoing access to experienced financial planners, regular analytical reviews, and a commitment to clarity from start to finish. You receive practical recommendations, a straightforward subscription experience, and up-to-date advice—no hidden fees or fine print.
Meet your advisers
Dedicated professionals, ready to support you
Sophie Walsh
Senior Adviser
Bachelor of Commerce University of Sydney
Pacific Advisory Group
Key skills
Methods
Achievements
Award for client trust
Best legal compliance
Keynote industry speaker
Certified
Sophie brings deep industry knowledge to tolumisqarae, helping clients understand complex regulations with confidence.
Sophie has guided hundreds of individuals and businesses through regulatory changes. Her approach focuses on practical recommendations, aiming to provide confidence and transparency throughout the planning process.
Daniel Evans
Lead planner
Master of Finance Monash University
Harbour Consulting
Key skills
Methods
Achievements
Outstanding client feedback
Regional impact award
Certified
Daniel specialises in developing tailored solutions, adapting frameworks to each client’s evolving situation and priorities.
Daniel’s method blends up-to-date analytics with personal consultations. His emphasis is on empowering clients through clarity about available options and honest assessments. His work underpins tolumisqarae’s adaptability and dedication to ongoing relationships.
Priya Singh
Client adviser
Bachelor of Economics UNSW Sydney
NextPlan Consulting
Key skills
Methods
Achievements
Notable client advocacy
Process improvement award
Certified
Priya excels at connecting with clients and supporting their evolving needs, blending deep technical skill with empathy.
Priya’s technical understanding and communication skills enable her to develop solutions that evolve as clients’ needs change. Her focus ensures each subscriber gets attentive guidance and reliable support at every stage.
Liam Nguyen
Service coordinator
Bachelor of Business RMIT University
Global Advisory Network
Key skills
Methods
Achievements
Fastest response times
Team collaboration award
Certified
Liam oversees the implementation of each plan and ensures prompt responses to client enquiries and reviews.
Liam applies an organisational approach to tolumisqarae’s services, ensuring every client question is managed promptly and professionally. His attention to process delivers smooth, consistent experiences for clients at every touchpoint.
How your subscription works
Our process is designed for clarity, comfort, and sustained value throughout every step.
Direct consultation set-up
Upon subscribing, you are matched with a dedicated adviser who arranges your initial consultation at a convenient time.
You will be informed of what materials to prepare in advance.
Personalised plan discussion
Your adviser gathers information, analyses your goals, and develops tailored recommendations that reflect your current needs.
Reviews incorporate current legislation and best-practice standards.
Ongoing monthly reviews
Regular analytical consultations ensure your plan remains relevant and you stay informed about any changes.
Updates provided as personal circumstances or regulations evolve.
Clear, continuous communication
Between scheduled reviews, your adviser remains accessible for questions or further insight as needed.
Support is prompt, delivered during standard business hours.
Subscription plan details
One plan, full clarity—no hidden charges, just ongoing support and actionable insight.
Core subscription
Ongoing access to planning, reviews, and personal consultations at a fixed rate.
- Monthly consultations and written reviews with your adviser
- Access to analytical recommendations and client resources
- No extra administrative or maintenance fees charged
- Dedicated client support for questions and updates
- Portfolio management discussed upon request
Additional reviews
One-off analytical review or consulting session beyond monthly plan.
- Detailed consultation on topics outside standard review schedule
- Comprehensive summary and next steps provided
- No recurring commitment—pay as you go
- Dedicated support available for specific questions
Custom consulting
Tailored projects or strategic sessions for unique requirements.
- Project-based or strategic planning sessions
- Collaboration with multiple advisers for complex needs
- Full custom summary delivered after each engagement
- Transparent fees agreed up front for each session
About our pricing
The $250 subscription covers regular consultations and reviews.
All additional sessions are clearly priced and do not auto-renew.
There are no hidden or cancellation fees—just a simple one-month notice.
Important notices
Results may vary for each individual or family.
All fees are GST-inclusive and charged monthly in advance.
tolumisqarae vs traditional models
| Features | tolumisqarae | Competitor A | Competitor B |
|---|---|---|---|
| Monthly subscription access | |||
| Transparent, all-inclusive pricing | |||
| Regular adviser reviews | |||
| Dedicated client support | |||
| No extra administrative fees |