Transparent subscription pricing for your planning

Our service is built around a $250/month subscription for ongoing financial planning. There are no commissions, entry, or exit fees—just a flat, predictable monthly cost. All meetings, reviews, and support are included.

Alex Parker

Alex Parker

Lead Financial Planner

Meet our dedicated team

Our experienced planners bring clarity, care, and local expertise to every client relationship.

Alex Parker

Alex Parker

Lead Planner

Lead Planner
Experience
15 years
Location
Sydney

Expertise

Client support
Transparent pricing
Ongoing reviews
Personal approach

Alex has guided clients through changing financial situations for over a decade, always focusing on understanding and clear communication.

Skills

Listening Explaining Strategy Support

Industry nomination

Recognised for client care

Accredited planner

Professional certification

Megan Lee

Megan Lee

Planning Associate

Associate
Experience
7 years
Location
Melbourne

Expertise

Meeting scheduling
Ongoing access
Personal support
Fair pricing

Megan helps clients stay organised and ensures every meeting runs smoothly. She values clear timelines and open communication.

Skills

Coordinating Scheduling Communication Problem-solving

Team excellence

Awarded for teamwork

Professional training

Completed advanced planning

David Tran

David Tran

Client Relations

Relations
Experience
9 years
Location
Brisbane

Expertise

Client care
Phone support
Trust building
Local knowledge

David is dedicated to building trust with every client, providing prompt responses and a welcoming approach.

Skills

Relationship Responsiveness Empathy Local insight

Client feedback

High satisfaction rating

Community service

Recognised locally

Emily Carter

Emily Carter

Support Specialist

Support
Experience
6 years
Location
Perth

Expertise

Client queries
Fee protection
Check-ins
Ongoing care

Emily provides prompt support to clients, ensuring questions are answered and needs are met efficiently.

Skills

Support Efficiency Attention Communication

Support excellence

Awarded for service

Team recognition

Noted for dedication

How our subscription works

Our process is designed to keep things simple and transparent so you can focus on your financial goals with ongoing support from our team.

1

Initial consultation

We start with a conversation to understand your circumstances, priorities, and what you’d like to achieve. There are no extra charges or hidden fees for this meeting.

Takes about 60 minutes, flexible scheduling.

About one hour
2

Personalised plan developed

Your planner reviews your needs, develops a tailored approach, and shares recommendations—all included in your monthly fee.

Delivered within one week of your consultation.

One week
3

Ongoing support and reviews

Regular check-ins, access to your planner by phone or email, and updating your plan as needed are all part of your subscription.

Scheduled every 3–6 months or as needed.

Flexible

Choose your subscription plan

Standard

Ongoing planning and regular meetings

A$250.00

Monthly

  • Qualified planner access
  • Regular review meetings
  • Phone and email support
Enquire now

Family

Support for couples or family planning

A$300.00

Monthly

  • Joint sessions available
  • Flexible scheduling
  • No extra fees for partners
Start today

Premium

Priority access and detailed reviews

A$350.00

Monthly

  • Priority scheduling
  • Comprehensive plan updates
  • Direct line to your planner
Contact us

Results may vary. Our service is not investment advice. Past performance doesn’t guarantee future results.

How we compare

See why a zerpinalove subscription stands apart from traditional options.

Best value

zerpinalove

Fee-only advice, ongoing support

$250/month

Flat monthly fee

No hidden or extra charges

Regular reviews

Scheduled meetings included

No commissions

No sales-based compensation

Flexible access

Phone and email support

Traditional firm

Hourly or project-based fee

$300–$400

Flat monthly fee

No hidden or extra charges

Regular reviews

Scheduled meetings included

No commissions

No sales-based compensation

Flexible access

Phone and email support

Commission planner

Commission on products sold

Varies

Flat monthly fee

No hidden or extra charges

Regular reviews

Scheduled meetings included

No commissions

No sales-based compensation

Flexible access

Phone and email support