Transparent subscription pricing for ongoing planning
muneletora offers a $250/month subscription fee for continuous financial planning, regular reviews, and scenario analysis. There are no setup fees or hidden costs. Advice is tailored and compliant with Australian regulations.
Alex Nguyen
Lead financial planner
Meet our experienced planners
A dedicated team focused on ongoing support for every client
Our advisors have years of experience in Australian financial planning and are committed to offering consistent, compliant service. Each team member brings a unique perspective to scenario analysis and client care.
We value transparency, integrity, and proactive communication with all clients.
Alex Nguyen
Lead planner
Over 10 years helping Australians with ongoing planning and strategy discussions.
Alex specialises in scenario analysis, regulatory compliance, and supporting clients with consistent, evidence-based advice.
“Clarity and transparency are at the core of my practice.”
Industry award finalist
Regulatory committee member
Sarah Bennett
Senior advisor
Sarah brings 8 years of experience with a focus on compliance and tailored recommendations.
Her expertise is in providing ongoing, personalised advice while ensuring every plan meets Australian standards.
“Personalised advice should always be clear and practical.”
Client service recognition
Michael O'Brien
Client relationship manager
Michael ensures ongoing support and regular communication for all subscription clients.
He manages client relationships, coordinates review sessions, and upholds high standards of service.
“Consistent support leads to better long-term outcomes.”
Every client receives the same level of ongoing attention.
How our subscription works
Our process ensures you receive continuous attention, regular reviews, and analytical discussions, all for one monthly fee.
Initial consultation setup
Start by booking your introductory meeting, included in your first month.
During this call, we discuss your goals and explain the subscription model. All questions about fees and process are answered.
Personalised planning review
We conduct an analytical review of your needs and prepare a tailored outline.
Our team drafts a scenario-based review and compliance check. We share initial findings and recommendations.
Scenario exploration session
Discuss alternative scenarios and receive evidence-based analysis.
We walk through relevant options, considering your feedback and adjusting recommendations as required.
Ongoing monthly reviews
You receive regular check-ins and strategy updates as part of your subscription.
Monthly sessions ensure your planning remains relevant. Adjustments are made according to your evolving needs. Results may vary.
How our subscription works
Our process ensures you receive continuous attention, regular reviews, and analytical discussions, all for one monthly fee.
Subscription plans
One transparent monthly fee, no setup or additional costs involved
Standard subscription
Ongoing planning, regular reviews, scenario analysis, and compliant documentation.
- Regular strategy sessions included
- No setup or cancellation fees
- All documentation compliant with regulations
- Personalised scenario discussions
Couple subscription
Designed for two people. Ongoing planning and scenario analysis for joint needs.
- Sessions for both partners included
- No joining fees or hidden costs
- Joint scenario analysis and reviews
- Compliant documentation for both
Family subscription
Support for up to four family members. Includes joint reviews and scenario analysis.
- Family meetings included
- Consistent monthly pricing
- Analysis for group scenarios
- Regulatory compliance for all
More about pricing
Subscription fees are billed monthly in advance.
No refunds are offered for services provided.
All plans include compliant documentation and regular reviews.
Important notices
Results may vary for each client.
No guarantee of outcomes is provided.
How we compare to others
muneletora's subscription model stands out for ongoing support and transparent fees