Transparent monthly pricing for planning

Enjoy expert ongoing financial guidance with clear subscription rates and no unexpected fees or charges.

12+

years experience

4

planning team

235+

subscribers

Meet your advisory team

A small, skilled group with deep knowledge of Australian financial compliance.

Sophie Turner

Sophie Turner

Lead Consultant

Adviser
Experience
12 years
Office
Sydney

Expertise

Compliance
Consultations
Insights
Reporting

Sophie leads the team with a focus on clarity, security, and responsible guidance for all clients.

Key skills

Experience Ethics Problem solving Reporting
85
Projects
120
Clients
97%
Success
95%
Rating
James Clark

James Clark

Senior Adviser

Planner
Experience
15 years
Office
Melbourne

Expertise

Regulations
Support
Solutions
Ethics

James helps clients navigate changes and ensures all processes meet strict standards.

Key skills

Communication Strategy Compliance Honesty
78
Projects
108
Clients
96%
Success
94%
Rating
Zara Mitchell

Zara Mitchell

Client Manager

Service
Experience
9 years
Office
Brisbane

Expertise

Client care
Digital reports
Advice
Privacy

Zara ensures a seamless client journey and manages secure digital communication.

Key skills

Diligence Accuracy Trust Service
67
Projects
63
Clients
93%
Success
92%
Rating
Lucas Evans

Lucas Evans

Account Specialist

Support
Experience
10 years
Office
Perth

Expertise

Reviews
Communication
Assistance
Statements

Lucas supports clients with reliable reporting and clear service responses.

Key skills

Thoroughness Support Listening Reporting
60
Projects
52
Clients
92%
Success
90%
Rating

How the subscription works

Your step-by-step experience from sign-up to ongoing reviews

1

Start your subscription

Sign up online or contact us directly for a tailored introduction. Your adviser will confirm details and get you started.

All paperwork and compliance checks are handled securely.

2

Consultation and setup

Meet your adviser to discuss initial needs, compliance, and personal circumstances. We’ll outline what to expect each month.

Initial consultation fee included in first month’s subscription.

3

Monthly support and reporting

Benefit from ongoing consultations, transparent reporting, and priority access to your adviser as part of your plan.

Monthly summaries and recommendations included at no charge.

4

Easy adjustment or cancellation

Easily modify or end your subscription with one month’s notice. Our team ensures a smooth transition.

No long-term lock-in or exit penalties.

Our clear, flexible subscription pricing

Standard

For straightforward planning needs

A$250.00

monthly

  • Monthly consultations included
  • Ongoing reporting and updates
  • Secure data protection
  • Monthly reporting included
Contact us

Plus

Extra support for changing needs

A$300.00

monthly

  • All Standard features included
  • In-depth quarterly reviews
  • Priority consultation scheduling
Speak to adviser

Premium

Complete oversight and responsive care

A$350.00

monthly

  • All Plus features included
  • Comprehensive monthly summaries
  • Direct support from senior planner
  • Monthly reporting included
Enquire now

All rates between $250 and $350/month (inc. GST). No hidden fees. Results may vary. Past performance doesn't guarantee future results.

How skillvionara compares to others

Transparent pricing, ongoing support, and professional compliance set us apart

Features
Service comparison
skillvionara subscription
Professional and transparent
Typical providers
Inconsistent and unclear
Clear monthly fee
All-inclusive, no hidden extras
Personal consultations
Ongoing direct access
Flexible cancellation
One month’s notice only
Compliance focus
Australian regulatory aligned
Digital reporting
Easy, regular summaries
Total features
5
1