Fee structure for ongoing planning support
Subscription pricing details
For $250 per month, clients receive continuous access to personalised financial consultation and planning support. Our transparent subscription means no extra charges or unpredictable fees—just steady, approachable guidance. You may stop or continue any time, and results may vary by circumstance.
We do not sell investment or educational products.
Meet our planning team
A dedicated team, each advisor brings practical expertise and a client-first approach.
Adam Sing
Senior Advisor
Focus
Retirement, succession
Skills
Adam combines clear communication with practical experience, making strategies approachable for individuals and families.
Helen Tran
Planning Associate
Focus
Estate, superannuation
Skills
Helen offers compassionate, detail-focused support, helping clients understand options without jargon or confusion.
Mark Vella
Lead Consultant
Focus
Risk, insurance
Skills
With an analytical approach and strong client rapport, Mark helps clarify risks and ensure responsible planning.
Priya Deol
Client Liaison
Focus
Client care, reviews
Skills
Priya coordinates ongoing communication, making sure clients have timely updates and consistent service.
Our planning process: Step by step
We guide each client through a structured series of consultations, ensuring clarity at every stage. Our process is designed for comfort, transparency, and efficiency.
Initial consultation & needs review
Start your journey with a one-on-one session focusing on your circumstances and objectives.
We discuss your situation, clarify expectations, and answer initial questions. No documents required in advance.
Setting up your subscription
Personalise your experience—select preferences and confirm your monthly subscription plan.
We walk you through setting up your account, explain billing and commitment-free terms. No surprises, just clear next steps.
Personal planning session
Work with an advisor to develop your actionable plan, tailored to your priorities.
We review options, consider market dynamics, and focus on areas selected by you for ongoing attention. Documentation prepared post-session.
Regular progress reviews
Ongoing reviews ensure your plan adapts as your needs change—no rigid schedules or fixed rule sets.
Book monthly sessions for updates, support, and feedback. Adjustments can be made at your convenience. Service continues as long as you subscribe.
Our planning process: Step by step
We guide each client through a structured series of consultations, ensuring clarity at every stage. Our process is designed for comfort, transparency, and efficiency.
Monthly subscription tiers
One clear service package—$250 per month, all consultations included.
Standard
Ongoing access, monthly consultations, transparent service.
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Direct advisor consultations
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No setup or exit costs
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Transparent service history
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Monthly session scheduling
Flexible
Month‑to‑month commitment, reschedule anytime, same benefits.
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Ongoing access to planners
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Change/cancel anytime
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Online appointment management
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No hidden fees guaranteed
Premium
Priority support, annual review session, dedicated liaison.
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Priority advisor response
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Annual review summary
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Dedicated client liaison
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Early morning availability
How our subscription compares
Practical solutions with no hidden fees or confusing contracts
Our service provides a clear monthly plan, while many competitors rely on complex agreements and unpredictable costs.
serenotavilo subscription
Simple, monthly fee includes regular advisor access.
Clear monthly pricing
Fixed fee, all sessions included, no charge surprises.
Direct access to planners
Speak to advisors every month, not just annually.
Easy appointment changes
Schedule or change sessions with no penalties.
Personalised support
Tailored to your goals, not generic plans.
No commissions or upselling
We don’t earn from commissions; our only fee is your subscription.
Typical providers
May charge extra for appointments or use variable pricing.
Clear monthly pricing
Fixed fee, all sessions included, no charge surprises.
Direct access to planners
Speak to advisors every month, not just annually.
Easy appointment changes
Schedule or change sessions with no penalties.
Personalised support
Tailored to your goals, not generic plans.
No commissions or upselling
We don’t earn from commissions; our only fee is your subscription.