Simple monthly
subscription

celenstariqo’s financial planning is available for $250 per month. This fee covers ongoing support, regular plan reviews, and direct access to qualified advisers. No hidden charges or extra fees apply.

Advisers meeting clients in a professional office

Meet our team

Sophie Lee, lead adviser, smiling

Sophie Lee

Lead adviser

Brings over a decade of experience in financial services and is dedicated to client-focused solutions.

James Carter, client manager, at desk

James Carter

Client manager

Ensures all client queries are handled promptly and helps coordinate ongoing plan reviews and support.

Priya Singh, support specialist, assisting client

Priya Singh

Support specialist

Specialises in assisting clients with onboarding and ongoing support, ensuring a smooth experience.

How our subscription works

A straightforward process designed for your convenience

1

Initial consultation

Discuss your financial goals and circumstances with a qualified adviser to set a clear starting point.

No additional charge for your first appointment.

2

Plan creation

Your adviser develops a tailored plan based on your needs and provides clear recommendations.

We focus on practical steps and clear communication.

3

Ongoing support

Access your adviser anytime for questions, plan updates, or guidance as your needs change.

Support is included in your monthly subscription.

4

Regular reviews

We check in routinely to ensure your plan remains on track and relevant.

Review frequency based on your preferences.

Our subscription plans

Full access for one monthly fee

Most Popular

Standard

A$250.00 / per month

All-inclusive planning and support for individuals or families, paid monthly.

  • Personal adviser access
  • Quarterly plan reviews
  • Unlimited support
  • ASIC compliance
  • Secure data handling

Couple

A$350.00 / per month

Joint planning and support for couples, including regular reviews and direct adviser access.

  • Shared adviser access
  • Quarterly reviews
  • Priority support
  • ASIC compliance
  • Confidential data handling

Family

A$350.00 / per month

Comprehensive planning and support for families, with ongoing consultations and all-inclusive service.

  • Family adviser access
  • Quarterly reviews
  • Family support
  • ASIC compliance
  • Privacy-focused service

How we compare

See the difference in service and value

Feature
celenstariqo
Others
Transparent monthly fee
Qualified Australian advisers
No hidden charges
ASIC compliance
Ongoing plan reviews
Direct adviser support