Simple subscription pricing
at tilomeraix
Our subscription offers a transparent, fixed monthly fee of $250 for ongoing financial planning. This covers all standard consultations and regular reviews. There are no hidden charges or surprise costs. You can cancel your subscription at any time, and you’ll continue to receive service until your current billing period ends. We do not offer investment products or training. All advice is tailored to your unique situation, and results may vary.
Meet our advisory team
Our professionals bring years of experience and local expertise to every client.
Alex Morgan
Senior Advisor
Areas of focus
Alex offers practical, client-focused advice with a deep understanding of the Australian financial landscape.
Award recipient
Recognised for service
20+ years
Industry experience
Alex Morgan
Senior Advisor
Areas of focus
Alex offers practical, client-focused advice with a deep understanding of the Australian financial landscape.
Award recipient
Recognised for service
20+ years
Industry experience
Karen Patel
Client Advisor
Areas of focus
Karen is dedicated to clear communication and ongoing support for every client she works with.
Client praise
Highly rated feedback
Certified advisor
Professional member
Karen Patel
Client Advisor
Areas of focus
Karen is dedicated to clear communication and ongoing support for every client she works with.
Client praise
Highly rated feedback
Certified advisor
Professional member
David Nguyen
Associate Advisor
Areas of focus
David combines analytical skills with personal service, making the planning process approachable for clients.
Innovative ideas
Client solutions
Certified
Industry standard
David Nguyen
Associate Advisor
Areas of focus
David combines analytical skills with personal service, making the planning process approachable for clients.
Innovative ideas
Client solutions
Certified
Industry standard
Helen Roberts
Senior Consultant
Areas of focus
Helen’s decades of experience mean clients receive steady, practical advice at every step.
Lifetime member
Professional body
Mentor
Trained advisors
Helen Roberts
Senior Consultant
Areas of focus
Helen’s decades of experience mean clients receive steady, practical advice at every step.
Lifetime member
Professional body
Mentor
Trained advisors
Our subscription process steps
A simple sequence ensures clarity and support throughout your planning journey. Here’s what to expect after subscribing:
Day 1: Sign-up
Welcome and onboarding
Once you subscribe, you’ll receive a welcome email outlining the next steps and gathering information about your needs.
Welcome email
Sent within minutes
Onboarding form
Simple client details
Day 1-2: Assignment
Advisor matched to you
We assign a qualified advisor who reviews your information and prepares for your first consultation.
Advisor assigned
Experienced professional
Preparation
Review of your situation
Day 2-3: Consultation
Initial meeting scheduled
Your advisor contacts you to arrange the first consultation, setting the schedule for ongoing monthly reviews.
Meeting booked
At your convenience
Introductions
Discuss your goals
Monthly ongoing
Regular support provided
Receive ongoing guidance through monthly meetings, timely updates, and responsive communication as your needs evolve.
Consistent access
Direct line to advisor
Ongoing reviews
Your plan stays current
Subscription plan details
One transparent fee covers all standard consultations and reviews. No hidden costs, just ongoing support.
Standard Subscription
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Monthly one-on-one meetings
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Advisor matched to you
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Ongoing support included
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No extra or hidden fees
Business Subscription
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All standard features
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Business-specific reviews
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Dedicated team contact
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Priority scheduling offered
Family Subscription
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All standard features
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Joint consultations
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Family documentation reviews
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Personalised family support
How we compare
See how tilomeraix’s transparent model stands out in Australia
tilomeraix
Subscription, transparent pricing
Monthly consultations
Included for every client
Transparent pricing
No hidden charges ever
Australian expertise
Local, qualified advisors
Ongoing support
Direct access provided
Traditional firm
Hourly fees, variable pricing
Monthly consultations
Included for every client
Transparent pricing
No hidden charges ever
Australian expertise
Local, qualified advisors
Ongoing support
Direct access provided
Boutique advisor
Package pricing, extra fees
Monthly consultations
Included for every client
Transparent pricing
No hidden charges ever
Australian expertise
Local, qualified advisors
Ongoing support
Direct access provided