Discover Simple, Predictable Pricing
bevaliontra’s subscription plan offers a transparent monthly fee—$250 (including GST)—covering all your personal consultations, analytical reviews, and ongoing support. No lock-in contracts, no hidden charges, and no penalty for cancellation. Your subscription ensures continuous access to a qualified planner who tailors every session to your needs. This approach lets you budget confidently, knowing exactly what services and support are included each month.
Meet Our Team
Experienced, accredited, and dedicated
Emily Carter
Senior Planner
Master of Finance University of Sydney
10 years "Personal Consultation"
FinWell Partners
Certified Financial Planner
Award for Client Service
With over 10 years in the financial services sector, Emily specialises in practical consultation and data-driven reviews for clients across industries.
David Wong
Consulting Advisor
Bachelor of Commerce Monash University
8 years "Analytical Reviews"
FuturePlan Advisory
Accredited Financial Adviser
Industry Presenter
David brings 8 years of analytical review and consultative planning experience, focusing on transparency and practical advice.
Sophie Lane
Planning Specialist
Bachelor of Finance University of Melbourne
7 years "Client Relations"
PlanRight Group
Client Choice Award
Financial Planning Certification
Sophie is known for her personal approach and ongoing client relationships, with a background in finance and communication.
Michael Stevens
Client Advisor
Graduate Diploma Finance RMIT University
9 years "Consultative Planning"
SecurePath Advisors
Accredited Planner
Service Excellence Award
Michael uses his 9 years’ experience to deliver clear, actionable consultations, supporting clients in adapting to changing needs.
How the Subscription Process Works
A clear, three-step journey from signup to ongoing support
Sign Up Online
Complete our simple online form to begin your subscription and provide basic information.
You’ll receive confirmation and a welcome message within one business day.
Meet Your Planner
A qualified advisor will contact you to introduce themselves and arrange your first session.
This consultation will help us understand your unique needs and set expectations.
Monthly Consultations
Enjoy ongoing, monthly sessions with your planner, receiving actionable insights and analytical reviews.
Continuous support ensures you stay informed and confident in your financial journey.
Subscription Pricing Overview
One simple plan, no surprises or hidden fees
Important Information
Results may vary.
Monthly Subscription
All consultations and analytical reviews included each month.
GST included
- Ongoing one-on-one consultations
- Monthly analytical reviews
- No lock-in contracts or penalties
- GST included in fee
Annual Subscription
Twelve months of continuous support and consultations.
GST included
- Year-round access to your planner
- Monthly reviews and insights
- GST included in annual fee
- Slight discount for annual payment
Consultation Only
One-time personal session with a qualified planner.
GST included
- One analytical review included
- No ongoing commitment needed
- GST included in price
- Flexible scheduling options
Payment Details
Accepted Methods
- Credit Card
- Bank Transfer
Terms and Conditions
- Monthly payments are billed in advance.
- Annual plans are billed at the start of the period.
APR and fees disclosed at signup
Australian Financial Licence
How We Compare
See why bevaliontra stands out