Simple Subscription Pricing
No Surprises
At yltharenovia, we believe financial planning should be accessible, transparent, and straightforward. Our $250/month subscription covers all consultations, plan revisions, and ongoing support—there are no sales commissions, add-on fees, or product recommendations. You’ll always know what you’re paying for. There are no lock-in contracts, and you can cancel anytime. We focus on analytical reviews and personal consultations tailored to your needs, in line with Australian regulations. Results may vary based on individual circumstances. Past performance doesn’t guarantee future results. All fees are inclusive of GST. There are no upfront or exit fees, and APR does not apply as this is not a credit or loan product.

Meet Our Planners
Dedicated professionals with years of experience

Jordan McIntyre
Managing Director
Bachelor of Commerce University of Sydney
Clearview Advisory
Key Skills
Methods
Awards
FPAA Excellence Award
Client Service Recognition
Certifications
With over 15 years in financial planning, Jordan is committed to a transparent, client-focused approach. He specialises in analytical reviews and ongoing client support.
Jordan’s leadership ensures every client receives a reliable, ethical, and personalised experience. He’s known for building trust and delivering clarity at every step of the planning process.

Emily Chen
Senior Planner
Master of Finance Monash University
Platinum Advice
Key Skills
Methods
Awards
Women in Finance Finalist
Service Innovation Award
Certifications
Emily offers 12 years of experience in financial services, bringing a detail-oriented and process-driven mindset to every client relationship.
Emily’s clients value her approachable style and thoroughness. She focuses on providing practical, actionable advice and long-term support for each individual.

Liam Davies
Senior Planner
Graduate Diploma in Finance University of Melbourne
FuturePath Financial
Key Skills
Methods
Awards
FPAA Compliance Award
Client Satisfaction Leader
Certifications
Liam has guided clients through complex financial decisions for more than a decade, always prioritising transparency and compliance with Australian regulations.
Liam’s expertise lies in ensuring each plan meets regulatory standards and each client feels informed and confident in their choices.

Olivia Brown
Client Service Manager
Bachelor of Business Queensland University
Insight Planners
Key Skills
Methods
Awards
Service Commitment Award
Team Leadership Recognition
Certifications
Olivia brings 8 years of experience in client service, helping clients feel supported and understood throughout their planning journey.
Olivia ensures every client receives timely communication and seamless support, making planning with yltharenovia a smooth and positive experience.
How Our Subscription Process Works
A clear, structured approach ensures you always know what to expect from your financial planning journey.
Initial Consultation Call
We start with a friendly conversation to understand your current financial situation, goals, and preferences. This is a no-pressure discussion—no product sales or commitments required.
You’ll speak with one of our planners and have the chance to ask any questions about our process or pricing.
Personalised Plan Creation
Our team develops a tailored financial plan that reflects your individual needs, always following Australian compliance standards. We focus on analytical reviews and practical consultations.
Your plan is built collaboratively, so you can provide feedback at every stage. We never recommend or sell financial products.
Ongoing Monthly Support
Every month, you can revisit your financial plan, ask questions, and address changes in your circumstances. There’s no limit to the number of consultations included.
You’ll receive check-ins and can request reviews as often as you like, all covered by your subscription.
Annual Analytical Review
Each year, we conduct a comprehensive review of your plan to ensure it remains relevant. We’ll discuss market dynamics, regulatory updates, and your evolving needs.
This review is included in your subscription, providing clarity and peace of mind for the year ahead.
Our Subscription Plans
Transparent pricing with no commissions, upsells, or hidden costs—just ongoing planning support.
Standard Plan
Ongoing access to all consultations and analytical reviews.
Partner Plan
Two individuals, joint planning and support included.
Business Plan
Specialised for small teams or business owners.
All prices include GST. You can cancel any time without penalties. Results may vary depending on your circumstances.
How We Compare to Traditional Services
yltharenovia offers a subscription-based approach focused on transparency and client support, unlike the commission-driven model of many advisers.
Key Features | yltharenovia | Traditional Advisers | Large Banks |
---|---|---|---|
Flat Monthly Fee, No Commissions | Yes, $250/month | No, variable fees | No, percentage fees |
Ongoing Support Included | Unlimited | Limited or extra | Limited |
Australian Regulatory Expertise | Yes, always | Varies | Generic advice |
No Product Sales or Upselling | Never | Often | Regularly |
Annual Analytical Review Included | Yes | Usually extra | Not standard |