Transparent subscription pricing plans
Our $250/month subscription provides ongoing financial planning, regular plan reviews, and direct advisor access. There are no additional service fees or complex contracts. Your monthly fee includes personal consultations, plan updates, and responsive support, ensuring you have clarity and guidance as your needs evolve. Results may vary, and past performance does not guarantee future results. All pricing is inclusive of GST. See full terms and conditions for further details.
Meet your team
Industry experience, client focus, and ongoing support
Sarah Holt
Lead Advisor
Focus
Client relationships
Skills
Sarah guides clients through ongoing planning, ensuring they always have a clear understanding of their options.
Industry recognition
Recognised for client service
Team leadership
Developed advisor team
Michael Tan
Financial Advisor
Focus
Plan reviews
Skills
Michael specialises in reviewing and updating plans to suit changing client needs.
Plan updates
Streamlined review process
Client trust
Built strong relationships
Priya Singh
Client Services
Focus
Client support
Skills
Priya ensures clients experience smooth communication and timely support throughout their subscription.
Feedback
Consistently positive reviews
Support
Responsive assistance
Liam O'Brien
Planning Associate
Focus
Analysis
Skills
Liam supports the team by providing analytical reviews and practical insights for clients.
Process improvement
Enhanced planning workflow
Quality assurance
Maintained plan accuracy
How our process works
A step-by-step subscription service designed to keep your planning current and your questions answered.
Initial consultation and setup
We start with a personal consultation to understand your needs and establish your subscription. Your advisor will outline the process and answer any questions.
Your goals
Clarify your objectives and address your concerns.
Our role
Listen to your priorities, introduce the advisor, and discuss how our subscription model works. We explain all fees and what’s included.
Our process
Conduct meetings in person or online, provide clear documentation, and ensure you feel comfortable with the next steps.
Tools used
Secure client portal, video call, phone, email
What you receive
Welcome pack, initial action plan, advisor contact details
Custom plan review and analysis
Your advisor reviews your current situation and prepares a tailored plan. This includes an analytical review of your options and market dynamics.
Your goals
Provide clarity and an actionable plan.
Our role
Analyse your current position and discuss possible planning approaches. Identify key areas for immediate and future attention.
Our process
Use reliable financial tools, industry data, and practical experience to review your circumstances. All findings are discussed in plain language.
Tools used
Financial analysis software, market research, advisor insight
What you receive
Custom plan summary, written analysis, recommendations
Ongoing monthly support
We provide regular consultations, monitor your plan, and address changes as they happen. Your advisor remains available for questions or advice.
Your goals
Keep your plan aligned with your evolving needs.
Our role
Hold monthly or as-needed reviews, track progress, and update your plan to reflect your latest goals and concerns.
Our process
Schedule meetings, check in via email or phone, and answer your questions promptly.
Tools used
Advisor support, communication tools, plan updates
What you receive
Review notes, updated plan, advisor support
Annual review and adjustments
Each year, we conduct a comprehensive review to ensure your plan continues to meet your objectives. Adjustments are made based on your feedback and any changes in your circumstances.
Your goals
Ensure your plan remains relevant and effective.
Our role
Review all aspects of your plan, update recommendations, and discuss your progress and any new goals.
Our process
Conduct an in-depth meeting, provide detailed reporting, and offer clear explanations for all changes.
Tools used
Annual summary report, advisor meeting, updated documentation
What you receive
Annual review document, updated plan, recommendations
Our pricing options
Simple, transparent, and all-inclusive plans
Standard
Ongoing planning and support
-
Regular consultations included
-
Plan updates as needed
-
Direct access to advisor
-
No extra service fees
Flexible
Pause or adjust anytime
-
Pause or resume subscription
-
Short-term support available
-
Advisor access remains
-
Simple cancellation
Premium
Extra consultations on request
-
Additional review sessions
-
Priority advisor response
-
Annual plan summary
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All standard features
Compare your options
See how evocelullo’s subscription compares to others
evocelullo
Ongoing planning and support
Advisor access
Direct contact with your advisor
Monthly plan reviews
Regular review sessions included
Flat monthly fee
No surprise charges ever
Comprehensive support
Continuous guidance and updates
Traditional firm
Hourly rates and extra fees
Advisor access
Direct contact with your advisor
Monthly plan reviews
Regular review sessions included
Flat monthly fee
No surprise charges ever
Comprehensive support
Continuous guidance and updates
Online app
Limited human support only
Advisor access
Direct contact with your advisor
Monthly plan reviews
Regular review sessions included
Flat monthly fee
No surprise charges ever
Comprehensive support
Continuous guidance and updates