Simple Monthly Subscription Plan
Access ongoing financial planning and consultation in Australia for a flat monthly fee. No hidden costs or surprise charges—just practical, personalised support.
Years experience
Advisers
Clients
Meet Your Advisory Team
Our experienced team is dedicated to supporting your planning needs year-round.
Olivia Smith
Financial Adviser
Skills
Olivia brings over a decade of expertise in financial planning, offering clear guidance for clients across Australia.
Liam Chen
Senior Adviser
Skills
Liam specialises in ongoing client relationships and delivers tailored advice to diverse clients.
Sarah Patel
Client Adviser
Skills
Sarah is known for her approachability and practical advice, helping clients make informed decisions.
Jack Brown
Planning Specialist
Skills
Jack focuses on regular client check-ins and ensures planning stays relevant to your goals.
How Our Subscription Works
A simple, transparent process for ongoing financial planning support
Sign Up Online
Start your subscription in minutes by completing our secure online form.
No lock-in contracts or hidden fees.
Meet Your Adviser
We match you with a dedicated adviser who learns about your unique needs.
A personal introduction to build a strong relationship.
Initial Consultation
Discuss your financial goals and priorities in a confidential session.
Receive a summary of recommendations afterwards.
Ongoing Support
Enjoy continuous access to your adviser for questions and planning updates.
Contact your adviser whenever you need guidance.
Choose Your Subscription Plan
One plan, clear pricing, and no surprise charges for ongoing financial planning support
Financial Planning Subscription
Ongoing support and tailored consultation
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Regular consultations included
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All planning sessions covered
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No hidden fees or charges
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Personal adviser assigned
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Flexible start and stop options
Family Planning Add-On
Support for family-specific needs
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Family consultation included
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Ongoing planning sessions
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Child-related planning support
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All regular features included
Business Planning Add-On
Additional support for business clients
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Business consultation included
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Ongoing planning sessions
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Custom business insights
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All regular features included
Your $250 monthly fee covers all consultations, planning sessions, and support. Results may vary.
How We Compare
See how our subscription stacks up against traditional financial planning
Our subscription model makes planning more accessible and predictable, with a flat monthly fee and no commissions. Compare our transparent approach to the typical industry model below.
heliqavium Subscription
Flat monthly fee, ongoing consultation
Flat Monthly Fee
One predictable payment covers all services
Ongoing Adviser Access
Contact your adviser as needed, not by hour
No Product Sales
Advice focused only on your needs
Tailored Consultation
Service adapted to your circumstances
Transparent Terms
No hidden fees or surprise charges
Traditional Firms
Hourly billing, upfront charges, or commissions
Flat Monthly Fee
One predictable payment covers all services
Ongoing Adviser Access
Contact your adviser as needed, not by hour
No Product Sales
Advice focused only on your needs
Tailored Consultation
Service adapted to your circumstances
Transparent Terms
No hidden fees or surprise charges