Transparent subscription pricing
All-inclusive monthly fee
Our subscription is designed for clarity and predictability. For $250 per month, you receive impartial consultations, analytical reviews, and ongoing support from qualified professionals. There are no commissions, product sales, or hidden charges—just straightforward service tailored to you.
Meet our advisory team
James Taylor
Principal Advisor
James brings over 15 years of industry experience and a commitment to clear, client-focused advice. He ensures that all recommendations are compliant and relevant.
Rachel Evans
Senior Consultant
Rachel is known for her analytical approach and attention to detail. She helps clients navigate complex planning scenarios with confidence.
David Smith
Client Services Lead
David focuses on timely responses and ongoing support, ensuring clients feel informed and at ease at every stage.
How our process works
Our client journey is structured for clarity, ongoing support, and compliance with Australian standards.
Initial contact and assessment
Understand your goals and needs
We start by discussing your current situation and objectives, ensuring the advice provided is relevant and tailored to you.
Open dialogue
You share your circumstances and preferences.
Needs review
We identify your key planning priorities.
Planning and analytical review
Develop your personalised plan
Our team conducts an in-depth analysis and prepares recommendations that align with your objectives and regulatory requirements.
Detailed analysis
We review your information thoroughly.
Practical recommendations
Receive actionable insights for your situation.
Ongoing support and monitoring
Stay informed and up to date
We conduct regular reviews and remain available for consultations as your needs or regulations change.
Regular reviews
Your plan is updated as circumstances evolve.
Responsive support
Get answers when new questions arise.
Transparent communication
Clear updates and reporting
You receive timely updates and thorough explanations of any recommendations or changes, always in clear language.
Proactive updates
We keep you informed at every step.
Compliance focus
Advice is always aligned with legal standards.
Our pricing and plans
Discover the transparency and value in our subscription model—no hidden costs or commissions apply.
Important information
Results may vary.
Standard Subscription
Ongoing impartial advice, analytical reviews, and support.
GST included
- Unlimited consultations
- Regular analytical reviews
- Australian compliance focus
- No product commissions
- Clear monthly billing
Business Advisory
For small businesses seeking ongoing support and compliance.
GST included
- Business-focused advice
- Regular compliance reviews
- No product sales
- Priority response times
Premium Family Service
Personalised reviews and support for family financial planning.
GST included
- Family coverage
- Annual review included
- Compliance assurance
- No sales incentives
Additional services
Regulatory updates
Receive summaries and guidance on new Australian financial regulations.
A$270.00
All prices include GST
Scenario analysis
Analytical review of specific financial situations or decisions.
A$330.00
All prices include GST
Payment information
Accepted payment methods
- Bank transfer
- Credit card
Payment terms and conditions
- Monthly billing in advance by the 1st of each month.
- GST is included in all subscription fees.
Annual Percentage Rate (APR) not applicable to advisory fees
Australian Financial Services Licence
How we compare
| Features | karveliqona | Other firms |
|---|---|---|
| Transparent fixed fees | ||
| No product commissions | ||
| Qualified advisors only | ||
| Regular reviews included | ||
| Australian compliance focus |