Simple, transparent pricing
One subscription covers all your financial planning needs
With a $250/month fee, you get unlimited access to planning sessions and ongoing advisor support. There are no hidden costs or extra charges—just clarity and consistency.
Meet your advisory team
Sarah Jennings
Senior Advisor
Expert in personalised planning and proactive client support.
David Chen
Client Relations
Focused on friendly service and seamless client experiences.
Priya Patel
Planning Specialist
Specialises in ongoing plan adjustments for life changes.
How our subscription process works
Our process is designed to be straightforward, transparent, and supportive from your first enquiry to every review.
Initial consultation and discovery
We start by learning about your needs and priorities in a no-pressure consultation.
Your goals
Understand your unique circumstances and desired outcomes.
What we do
Discuss your background, financial situation, and what you want to achieve. Identify any immediate questions or concerns you have.
How we do it
Use a structured conversation to gather your input, clarify goals, and outline next steps together.
Our tools
Secure portal, discovery questionnaire
Expected outcomes
Summary of initial discussion and agreed next steps
Strategy development and review
We design a plan that aligns with your circumstances and priorities.
Your goals
Create a strategy tailored to your goals and preferences.
What we do
Analyse your information, review potential options, and develop recommendations for your review.
How we do it
Draft a plan, then walk you through recommendations and rationale in detail.
Our tools
Planning templates, secure communication
Expected outcomes
Personalised plan document and review notes
Implementation and follow-up
We assist you with putting your plan into action and answer any questions.
Your goals
Support you in implementing recommendations confidently.
What we do
Guide you through each step of the plan, ensuring you feel comfortable and informed.
How we do it
Provide clear instructions, checklists, and ongoing access for questions as you proceed.
Our tools
Action checklists, follow-up calls
Expected outcomes
Implementation checklist and support summary
Ongoing reviews and updates
Your plan is revisited regularly to ensure it stays relevant.
Your goals
Keep your strategy aligned with any changes in your life or needs.
What we do
Schedule monthly reviews to discuss progress, adjust strategies, and address new questions.
How we do it
Hold review sessions, update your plan as needed, and communicate any changes clearly.
Our tools
Progress tracker, monthly review calendar
Expected outcomes
Updated plan document and meeting notes
Our subscription plans
Choose the plan that fits your lifestyle—all plans include unlimited planning sessions and advisor access.
Standard Plan
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Monthly planning sessions
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Direct advisor contact
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All-inclusive pricing
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Secure online portal
Couples Plan
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Joint consultations
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Personalised strategies
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Ongoing reviews
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Transparent subscription fee
Family Plan
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Multi-member planning
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Shared advisor access
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Monthly reviews
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All fees included
How we compare to others
Transparent pricing and client-focused support set us apart
See how our subscription model stacks up against traditional financial planning options.
tremolynthara subscription
Ongoing access, fixed fee, personal advisor
Fixed monthly fee
One predictable payment covers all planning.
Advisor access anytime
Contact your advisor whenever you need support.
Regular strategy reviews
Ongoing monthly check-ins for your plan.
Clear, upfront terms
No hidden fees or unexpected charges.
Secure online portal
Easy document access and support.
Traditional planners
Hourly fees, limited access, unpredictable costs
Fixed monthly fee
One predictable payment covers all planning.
Advisor access anytime
Contact your advisor whenever you need support.
Regular strategy reviews
Ongoing monthly check-ins for your plan.
Clear, upfront terms
No hidden fees or unexpected charges.
Secure online portal
Easy document access and support.