Transparent subscription pricing explained
Our model offers a single, predictable monthly fee of $250 for ongoing financial planning and advisor access.
Meet our advisory team
Experienced, qualified, and ready to support your financial goals
Jessica Tran
Senior Advisor
Expertise
Jessica provides personalised, analytical advice, helping clients update and refine their plans.
Certified Professional
Industry recognised
Leadership
Team lead
Jessica Tran
Senior Advisor
Expertise
Jessica provides personalised, analytical advice, helping clients update and refine their plans.
Certified Professional
Industry recognised
Leadership
Team lead
David Smith
Advisor
Expertise
David’s strength lies in analytical reviews and providing clear, actionable recommendations.
Analytical Skills
Highly rated
Client Focused
Trusted advisor
David Smith
Advisor
Expertise
David’s strength lies in analytical reviews and providing clear, actionable recommendations.
Analytical Skills
Highly rated
Client Focused
Trusted advisor
Priya Sharma
Associate Advisor
Expertise
Priya brings a fresh perspective and supports clients throughout their subscription journey.
Innovative Approach
Creative solutions
Ethics
Integrity first
Priya Sharma
Associate Advisor
Expertise
Priya brings a fresh perspective and supports clients throughout their subscription journey.
Innovative Approach
Creative solutions
Ethics
Integrity first
Liam Nguyen
Advisor
Expertise
Liam excels at guiding clients through plan updates and adapting strategies as needs change.
Adaptability
Responsive
Professionalism
Respected peer
Liam Nguyen
Advisor
Expertise
Liam excels at guiding clients through plan updates and adapting strategies as needs change.
Adaptability
Responsive
Professionalism
Respected peer
How our subscription works
A straightforward process for ongoing partnership and plan management
Initial consultation scheduled
We connect to discuss your goals, current situation, and what you hope to achieve together.
This step provides a foundation for our ongoing relationship.
Comprehensive plan review
Our advisors analyse your position, reviewing relevant details to prepare a tailored plan.
We use your input to create a personalised approach.
Subscription activation
Once you’re comfortable, your monthly subscription begins and you gain ongoing advisor access.
Billing is clear: $250 per month, with no surprise fees.
Regular reviews and updates
Your plan is reviewed and adjusted as your circumstances change or as you require.
Communication remains proactive and responsive.
Subscription plans and fees
One straightforward plan, transparent pricing, and ongoing value for every client.
Core
Ongoing planning and advisor access
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Direct advisor access
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Regular plan reviews
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Analytical consultations
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No setup or hidden fees
Enhanced
Includes all Core features, plus priority response
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All Core features included
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Priority response times
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Quarterly in-depth reviews
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Personalised annual summary
Premier
Enhanced support and additional consultations
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All Enhanced features
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Additional consultations included
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Annual strategy review
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Dedicated relationship manager
Compare your options
See how volserinapa’s subscription compares to other planning services on value and transparency.
volserinapa
Transparent, ongoing support
Ongoing advisor access
Direct, regular communication
Transparent pricing
No hidden fees or commissions
Regular plan reviews
Proactive, scheduled updates
Analytical consultations
Detailed, one-on-one analysis
Traditional Firm
Hourly or project pricing
Ongoing advisor access
Direct, regular communication
Transparent pricing
No hidden fees or commissions
Regular plan reviews
Proactive, scheduled updates
Analytical consultations
Detailed, one-on-one analysis
Online Platform
Automated, limited advice
Ongoing advisor access
Direct, regular communication
Transparent pricing
No hidden fees or commissions
Regular plan reviews
Proactive, scheduled updates
Analytical consultations
Detailed, one-on-one analysis