Australian office with adviser and client

Subscription plan pricing

Simple, transparent monthly fee for ongoing support

Our subscription is $250 per month, with no setup fees, lock-in contracts, or hidden charges. You have the freedom to pause or cancel your subscription at any time. All consultations and recommendations are included in your monthly payment.

Meet our adviser team

Experienced professionals dedicated to supporting your planning journey

Emily Carter

Emily Carter

Senior Financial Adviser

Bachelor of Commerce University of Sydney

12 years "Planning consultations"

BrightPath Advisory

Certifications:

Certified Financial Planner Member FPA Australia

Methods:

Personal consultations Analytical review Transparent reporting Client-focused discussions Ongoing support

Key skills:

Active listening Analytical thinking Clear communication Ethical guidance

Awards:

Award for client service excellence

Featured in local finance media

Mentored junior advisers

Developed client-first protocols

Provides tailored planning support with over a decade of experience.

Mark Dalton

Mark Dalton

Financial Adviser

Bachelor of Economics Monash University

9 years "Subscription planning"

Clearview Partners

Certifications:

Diploma of Financial Planning Member FPA Australia

Methods:

Goal-based planning Ethical assessment Responsive communication Documentation review Subscriber support

Key skills:

Problem-solving Client engagement Detail orientation Adaptability

Awards:

Recognised for service integrity

Developed client resource materials

Hosted community seminars

Streamlined client onboarding

Supports subscribers with practical guidance and transparent advice.

Ava Nguyen

Ava Nguyen

Financial Planning Associate

Bachelor of Finance University of Melbourne

5 years "Research analysis"

Guideway Advisory

Certifications:

RG146 Compliance Member FPA Australia

Methods:

Data analysis Client research Regulatory compliance Supportive collaboration Reporting

Key skills:

Data interpretation Research skills Organisation Report writing

Awards:

Assisted in compliance audits

Contributed to client case studies

Published in industry newsletter

Improved workflow systems

Delivers research and analysis to support adviser recommendations.

Jacob Lee

Jacob Lee

Client Service Specialist

Diploma of Business TAFE NSW

6 years "Client engagement"

ClientFirst Australia

Certifications:

Client Service Excellence Member CSIA

Methods:

Service response Client communication Issue resolution Feedback integration Quality assurance

Key skills:

Empathy Responsiveness Attention to detail Process management

Awards:

Award for service responsiveness

Introduced feedback systems

Reduced response times

Recognised by clients

Ensures responsive service and manages subscriber communications.

How it works

Step-by-step subscription planning process

Sign up online

Complete your registration using our secure enrolment form.

5 min
1

Initial consultation

Schedule a confidential planning session with your adviser.

30 min
2

Receive recommendations

Get tailored recommendations from your adviser.

2 days
3

Ongoing support

Access ongoing guidance and adapt as your needs evolve.

Monthly
4

Simple plan options

Choose the subscription plan that fits your needs and budget

Popular

Monthly

Ongoing support with no contract commitment.

A$250.00
month
  • Unlimited consultations included
  • Pause or cancel anytime
  • No setup or exit fees
  • Direct adviser communication

Quarterly

Pay for three months in advance at a discounted rate.

A$700.00
3 months
  • All monthly features included
  • Discounted rate for advance payment
  • Priority scheduling
  • No extra fees

Annual

Best value—twelve months for the price of eleven.

A$2,750.00
year
  • All monthly features included
  • One month free equivalent
  • Annual check-in session
  • No hidden charges

All plans include unlimited consultations and ongoing support. Results may vary.

See how we compare

Transparent pricing and flexible service make us stand out

Compare our subscription planning features and value with alternative options available in Australia.

vorikalexia subscription

Flat fee, flexible subscription with ongoing adviser access

4.9/5
$250/month

Traditional firm

Variable fees, contracts, and limited adviser access

3.6/5
$350/month

Pricing transparency

Clear, upfront subscription cost every month

vorikalexia subscription 95%
Traditional firm 65%

Flexibility

Pause or cancel without penalties or contracts

vorikalexia subscription 92%
Traditional firm 55%

Direct adviser access

Speak to your adviser when you need support

vorikalexia subscription 90%
Traditional firm 60%

No hidden fees

All costs included in the subscription price

vorikalexia subscription 98%
Traditional firm 70%