Value-driven financial planning subscription

Explore a subscription model crafted for those seeking ongoing, professional support in financial planning. Enjoy consistent guidance, analytical reviews, and tailored insights for your unique goals. Our transparent pricing and consultative approach make long-term financial decision-making easier, without hidden surprises.

Why our subscription stands out

Fixed monthly fee

Predictable pricing between $250 and $350 per month means complete clarity—no hidden fees or unexpected costs.

Ongoing expert support

Receive comprehensive support and analytical reviews throughout your subscription, keeping your financial plans on track.

Personalised advisement

Each plan is shaped by your needs, focusing on continuous improvement through in-depth, personalised consultations.

Clear documentation provided

You always receive clear reports and documentation about your planning sessions, helping you stay informed and confident.

Reasons people choose morixavelona

Our approach provides continuous, professional financial planning, transparent pricing, and practical consultation-based support.

Transparent subscription pricing

Our monthly subscription model, ranging from $250 to $350, guarantees clarity and avoids surprise costs, allowing clients to plan with confidence.

Qualified, friendly professionals

Work with approachable experts who blend technical expertise with clear communication, ensuring you always feel supported.

Tailored, consultative support

Every client receives analytical reviews adapted to their goals, with guidance focused on their priorities and preferences.

Clear, actionable outcomes

You’ll receive well-organised, actionable summaries after each consultation to keep you fully informed about your progress.

Our approach

We centre on transparent, ongoing support and personal conversations. Each subscription includes regular analytical reviews, consistent documentation, and guidance based on your individual circumstances.

  • Comprehensive onboarding consultation
  • Regular analytical reviews
  • Action-focused documentation
  • Proactive client communication
96percent
Client satisfaction survey score
6per year
Average plan review sessions
150members
Clients on monthly subscription