Smart Financial Planning That Actually Works

Professional guidance for your financial future

Join 3409+ Australians who've discovered a smarter approach to money management. Our subscription service delivers personalized financial planning that adapts to your life, goals, and changing circumstances. No cookie-cutter advice—just strategies that make sense for you.

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Financial planning involves risk. Market conditions can affect outcomes and individual circumstances vary significantly.

Meet Your Financial Planning Team

Sarah Chen, Senior Financial Planner at soliviantrae

Sarah Chen

Senior Financial Planner

With over 8 years in Australian financial services, Sarah specializes in retirement planning and tax-efficient strategies. She holds a Master's in Financial Planning from Griffith University and believes every financial plan should be as unique as the person behind it. When she's not crunching numbers, you'll find Sarah hiking the Blue Mountains.

James Mitchell, Financial Planning Specialist at soliviantrae

James Mitchell

Financial Planning Specialist

James brings a fresh perspective to financial planning with his background in behavioral economics and 6 years of practical experience. He's passionate about helping young professionals and families build solid financial foundations. A Melbourne native, James enjoys coaching local cricket and exploring the city's coffee scene.

Emma Rodriguez, Client Success Manager at soliviantrae

Emma Rodriguez

Client Success Manager

Emma ensures every client receives exceptional support throughout their financial planning journey. With a background in client relations and 5 years in financial services, she's your go-to person for questions, concerns, or celebrating those financial milestones. Emma loves traveling and has visited 23 countries while maintaining her own disciplined savings plan.

Your Questions Answered

How does the subscription model work?

Simple—pay $250 monthly for ongoing access to professional financial planning support. No hidden fees, no long-term contracts. You get personalized guidance, regular check-ins, and the flexibility to adjust your plan as life changes. Think of it as having a financial planner on call without the hefty upfront costs.

What makes this different from free financial advice?

Free advice is worth what you pay for it, right? Our service provides tailored strategies based on your specific situation, regular progress reviews, and professional accountability. We've helped 3409+ clients navigate everything from career changes to market volatility. Individual results may vary, but our approach is proven and personal.

Can I cancel my subscription anytime?

Absolutely. We're confident in our value, so there's no lock-in period. Cancel anytime with 30 days' notice. Most clients stick around because they see real progress, but we understand circumstances change. Your financial wellbeing comes first, always.

Do you provide specific investment recommendations?

We focus on comprehensive financial planning rather than specific investment picks. Our approach covers budgeting, goal setting, risk management, and strategic planning. For specific investment advice, we'll connect you with appropriate specialists when needed. Past performance does not guarantee future results.

Recognition & Achievements

Excellence in Client Service

2024

Innovation in Financial Planning

2024

Best Subscription Financial Service

2023

Rising Star Financial Firm

2023

Trusted by Thousands

3409+

Happy Clients

234

Projects Completed

2

Years of Excellence

Our Journey So Far

2023

soliviantrae launched with a vision to make professional financial planning accessible to everyday Australians through our innovative subscription model.

2023

Reached our first 1000 subscribers and received the Rising Star Financial Firm award for our client-focused approach.

2024

Expanded our team and services, completing 234 comprehensive financial planning projects while maintaining exceptional client satisfaction.

2024

Achieved 3409+ active subscribers and won Excellence in Client Service, cementing our position as Australia's leading subscription financial planning service.

Smart Money Moves

Start Your Emergency Fund Today

Even $50 a week adds up. Aim for three months of expenses in a high-interest savings account. It's boring but brilliant—your future self will thank you when life throws curveballs.

Understand Your Super Early

Don't ignore your superannuation until you're 50. Small changes now create massive differences later. Check your fees, consider salary sacrifice, and make sure your money is working as hard as you do.

Budget Like You Mean It

Track everything for one month—yes, even that daily coffee. You can't manage what you don't measure. Most people are shocked by where their money actually goes versus where they think it goes.

Automate Your Success

Set up automatic transfers to savings and investments. Remove the temptation to spend first and save later. Pay yourself first, always. It's the difference between hoping for financial security and actually achieving it.

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