Get to know our financial planning approach

Experience simple, clear subscription-based planning designed for your unique goals. Our process makes ongoing support accessible, and puts professional guidance within easy reach every month.

Consultation between financial planner

Key benefits of our subscription model

Consistent monthly guidance

Receive ongoing access to experienced planners, ensuring your plan stays on track and adapts to your life—without the need for multiple appointments or contracts.

Clear, flat monthly pricing

Our set $250 fee per month makes budgeting simple. There are no hidden costs or sudden rate jumps as you continue your financial journey with us.

Your data stays secure always

We follow Australian privacy standards to protect your personal information, giving you confidence in every consultation and interaction you have with our team.

Why choose lithseroari

We prioritise clarity, predictability, and the highest standards of client care for all subscribers. Our support adapts as your financial goals change and grow.

1

Personalised plan reviews

Plans are reviewed regularly and updated as your circumstances evolve.

2

Fee transparency always

All costs are upfront—no extra or hidden charges appear later.

3

Easy ongoing connection

Communicate with your advisor as needed, keeping planning efficient.

Our commitment

Dedicated to making planning simple and approachable for everyone

We’re dedicated to making financial planning both accessible and transparent. Our subscription model offers the same professional expertise each month at a flat rate, supported by advisors who care about your progress. Experience modern planning designed around your ongoing life needs, without surprises or complicated contracts.

Straightforward pricing

A flat $250 per month for every subscriber.

Proactive support

Your plan checked and adjusted as life evolves.

Safe & confidential

Your data protected by leading practices.

Want to begin?

Contact us to learn more about our subscription and get started soon.

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120+
Active clients
3
Years in business
260+
Plans delivered
6
Experts on staff