Get to Know Our Subscription Approach
Discover how our monthly financial planning subscription helps you stay organised and confident. We prioritise practical solutions and ongoing support, ensuring your financial journey is informed and transparent. Our team is committed to providing clarity and guidance every step of the way.
Key Features of Our Service
Focused on continuity, clarity, and practical value for every subscriber.
Monthly Plan Review
Your subscription includes a structured review every month, allowing us to adapt recommendations to changing needs and keep you on track with your objectives.
Confidential Advice
We maintain strict privacy standards with all client information. Every consultation is held in confidence according to Australian regulations.
Direct Access Channel
Subscribers can reach out to our planners for clarification or general financial questions at any time, ensuring responsive support throughout the month.
Transparent Fee Structure
One monthly fee of $250—no hidden charges. All ongoing consultations and planning reviews are included in your subscription.
Why Choose Our Subscription
Consistent guidance, professional care, and ongoing support for your financial wellbeing.
Focused On Your Needs
Our approach centres on your unique goals and circumstances, adapting recommendations as your situation evolves.
Australian Regulation Compliant
Our team adheres to current Australian standards, safeguarding your interests and privacy at every step.
No Hidden Fees Ever
You pay one clear monthly fee for all included services—no unexpected costs or surprise charges.
Responsive Support Team
Our planners are available to answer your questions, provide documentation, and keep you updated as needed.
Our Philosophy
Clear, ongoing, and practical financial support for subscribers.
"We believe consistent, transparent guidance is the most effective path to financial confidence. By focusing on ongoing communication and practical planning, we help you make decisions with clarity and purpose."
Consistency First
We provide regular, scheduled reviews and updates.
Transparent Process
All fees and service details are clear from the start.
Personal Attention
Every plan is tailored to your evolving needs.
About lositonara
Your reliable partner in ongoing financial planning.
lositonara was founded to provide Australians with dependable, ongoing financial planning through a simple subscription. Our team brings years of experience and a commitment to practical advice—no complicated jargon or hidden costs. We value relationships and believe in supporting clients at every step.
We understand that financial planning is an evolving process, not a one-time event. That’s why our subscription is designed for flexibility, allowing for regular check-ins, updates, and answers to your questions as your life changes.
lositonara is fully compliant with Australian regulations and prioritises your privacy. Our planners are dedicated to delivering timely insights and actionable recommendations, always with clear communication and respect for your individual circumstances.