Our pricing is simple
and upfront
One monthly rate of $250 gives you access to personal planning plus ongoing reviews and advisor support. You’ll always know your costs and can cancel at any time—no contracts or hidden fees.
Meet our team
Experts supporting your financial journey
Emma Douglas
Lead Planner
Master of Financial Planning University of Sydney
12 years total "Long-term support"
Bluepoint Advisory
Chartered Financial Analyst
Client service award
APRA compliance expert
Emma brings over a decade of experience helping Australians achieve clarity in their planning. She values ongoing relationships and proactive client support.
David Lin
Senior Advisor
Diploma of Financial Services Monash University
15 years total "Australian regulations"
Harrison & Co.
Industry ethics award
Process improvement leader
David delivers advice focused on transparency and integrity. His meticulous attention ensures every client receives accurate, actionable guidance each month.
Jenna Rousseau
Client Services
Grad Cert Professional Communication UTS
6 years total "Customer relations"
BrightPath Advisors
Five-star feedback
Efficiency champion
Jenna ensures smooth communication and ongoing progress reviews for all clients. She makes your experience friendly and organised from day one.
Marcus Lee
Associate Planner
Bachelor of Commerce UNSW
7 years total "Regulation updates"
Urban Partners
Compliance training
Staff mentor
Marcus supports the team with detailed research and accurate documentation. He has a keen eye for updates in local financial regulations.
How our process works
Your experience from sign-up to ongoing support, step by step
Start your subscription online
Complete the simple subscription form to begin and our team will get to work quickly.
You receive confirmation with your monthly pricing details.
Meet your personal advisor
You’re matched with an advisor who will reach out to arrange an initial call or meeting.
Your advisor introduces themselves and learns about your expectations.
Collaborate on your plan
Work together to tailor a subscription-based planning approach that suits your needs best.
All communication is confidential, and your data secured.
Receive ongoing reviews
Your advisor offers regular updates and is available for questions as your circumstances evolve.
You benefit from adaptable guidance each month.
Your subscription options
Just one simple plan to match your needs
Subscription
Ongoing access to your advisor and plan reviews for one monthly fee.
- Monthly advisor access
- Regular plan reviews
- No lock-in contracts
- Data privacy compliance
Compare
Use this plan to compare what is included with other service models.
- Transparent pricing
- Advisor assigned
- Australian privacy law
- Consultation reviews
Support
Extra service touchpoints for added client communication and reminders.
- Priority communication
- Progress follow-up
- Secure messaging
- Flexible scheduling
See how lithseroari compares
| Feature | lithseroari subscription | Traditional model | Other online services |
|---|---|---|---|
| Monthly plan review | |||
| Flat monthly fee | |||
| Australian privacy standards | |||
| Assigned personal advisor | |||
| Cancel any time |