Simple, transparent
subscription
Our financial planning subscription is designed for clarity and ease. For $250 per month, you receive ongoing professional consultations, plan updates, and responsive support. There are no hidden fees or unexpected costs—just reliable service you can count on. Our subscription covers all meetings and communications, so you know exactly what you are paying for each month. Results may vary depending on your circumstances. Please review the details of our service offering, pricing structure, and payment terms below.
Meet the teospalumyetlo team
Professional, experienced, and dedicated to your success.
Samantha Lee
Lead Advisor
Areas
Samantha oversees all client plans with a focus on clarity and practical recommendations.
Client satisfaction
Awarded best feedback
Leadership recognition
Industry commendation
David Nguyen
Senior Consultant
Specialties
David brings deep experience in client-focused financial planning and ongoing support.
Industry award
Recognised expert
Community outreach
Program leader
Jessica Brown
Client Manager
Strengths
Jessica coordinates client meetings and ensures smooth communication at every stage.
Service award
Outstanding service
Efficiency leader
Recognised by peers
Michael Patel
Analyst
Expertise
Michael supports the team with analytical reviews and personal consultations.
Team contributor
Valued input
Analytical merit
Awarded for insight
How it works
Initial review
Discuss your current situation and objectives in a dedicated session with your advisor.
Plan creation
We tailor your financial plan based on your circumstances and goals—no off-the-shelf solutions.
Monthly consultations
Receive regular updates and recommendations. Adjustments are made as your needs evolve.
Ongoing support
Enjoy continuous access to your advisor for questions, updates, or when your life changes.
Subscription pricing details
Understand our monthly fee, included services, and payment terms.
Important information
Results may vary
Standard Subscription
Monthly consultations and ongoing support included.
GST included
- Monthly plan updates
- Ongoing consultations
- Transparent billing
- No hidden fees
Consultation Only
Pay-as-you-go for single consultations, no ongoing subscription required.
GST included
- One-off session
- Personalised advice
- No subscription needed
- Transparent fee
Enhanced Support
Priority scheduling and additional check-ins each month.
GST included
- All standard features
- Priority meeting times
- Additional check-ins
- Dedicated support line
Payment information
Accepted payment methods
- Bank transfer
- Credit card
Payment terms
- Monthly payments due on invoice
- No long-term contract required
APR and fees outlined in agreement
Australian Financial Services Licence
How we compare
See the difference with teospalumyetlo subscription