Simple subscription for financial planning
Our $250 per month subscription covers ongoing financial planning support. The fee is billed monthly, with no hidden costs or commissions.
James Carter
Principal Financial Adviser
Meet our advisers
Decades of combined experience
James Carter
Principal Adviser
Degree
Bachelor of Commerce, University of Sydney
James brings over 18 years’ experience in financial planning, focusing on transparency and client-centred service.
Experience
Skills
Approach
Certs
Priya Singh
Senior Adviser
Degree
Master of Financial Planning, Monash University
Priya specialises in personal consultations, with 14 years’ experience and a passion for helping clients achieve clarity.
Experience
Skills
Approach
Certs
Samuel Lee
Financial Adviser
Degree
Bachelor of Finance, University of Melbourne
Samuel has 8 years’ experience supporting clients through regular reviews, ensuring every plan remains relevant.
Experience
Skills
Approach
Certs
Ava Wilson
Associate Adviser
Degree
Bachelor of Economics, UNSW Sydney
Ava focuses on clarity and ongoing support, using her 6 years’ experience to help clients navigate change with confidence.
Experience
Skills
Approach
Certs
How your subscription is delivered
A step-by-step approach ensures you receive tailored, ongoing advice every month, with a clear process from sign-up to regular reviews.
Sign up and book first consultation
Subscribe online and schedule your initial adviser meeting at a convenient time.
No paperwork or product sales required.
Discuss your situation and objectives
Your adviser listens to your needs, reviews your current circumstances, and outlines possible approaches.
All information shared is kept confidential.
Receive tailored recommendations
After your session, you’ll get actionable, unbiased feedback—never tied to any product or commission.
Recommendations focus on your priorities.
Ongoing monthly reviews and adjustments
Each month, review progress and adapt plans to reflect any changes or new goals.
Subscription can be paused or cancelled anytime.
Subscription pricing and details
Monthly Plan
Ongoing support, billed monthly
A$250.00
per month
- Monthly adviser consultation included
- Access to personal recommendations
- Transparent $250 monthly fee
- Flat fee, no commissions
Pause Option
Suspend and restart as needed
A$250.00
per month
- Pause and resume any time
- No additional reactivation fees
- Continued access until billing end
Annual Flex
Pay monthly, cancel any time
Results may vary. Service is general advice and does not guarantee outcomes.
How senavosiva compares to others
See the difference between our subscription model and other financial planning services in Australia.
| Service features | senavosiva subscription | Traditional Firms | Hourly Consultants |
|---|---|---|---|
| Monthly adviser access | Included | Extra fees | By appointment |
| Transparent pricing model | Flat $250/month | Variable fees | Hourly rate |
| No commissions or sales | Yes | Often | No |
| Pause or cancel anytime | Yes | Limited | No |