Simple, Transparent Subscription Pricing
Our subscription model offers a straightforward approach to financial planning. For $250 AUD per month, you receive ongoing consultations, analytical reviews, and dedicated support from qualified advisors. There are no commissions, upcharges, or product sales—just one flat monthly fee. All services comply with Australian financial regulations, and your subscription renews automatically each month. You may cancel at any time with no penalty, but results may vary depending on your circumstances. We believe in transparency and long-term relationships built on trust and clarity.
Meet Our Advisors
Experienced, credentialed, and dedicated professionals
Sarah McKenzie
Senior Advisor
Bachelor of Commerce University of Sydney
Pacific Advisory Group
Key Skills
Methods
Awards
Awarded Best Practice 2024
Client Service Excellence
Certifications
Sarah has over a decade of experience in financial planning and is known for her client-first approach and ethical standards.
Sarah brings a wealth of knowledge in comprehensive planning. She is committed to ensuring every client receives advice that aligns with their needs and complies with industry standards.
James Tan
Financial Planner
Master of Financial Planning Monash University
Willow Financial
Key Skills
Methods
Awards
Recognised Advisor 2023
Community Impact Award
Certifications
James focuses on delivering practical advice and is especially skilled in adapting plans to life changes and evolving client goals.
James is dedicated to creating adaptable financial plans that reflect each client’s changing needs. His strong regulatory knowledge ensures clients receive compliant, ethical advice.
Emily Wright
Associate Advisor
Bachelor of Economics Australian National University
Summit Advisory
Key Skills
Methods
Awards
Rising Star Nominee
Team Collaboration Award
Certifications
Emily supports clients with detailed analytical reviews and a focus on transparent communication throughout the planning process.
Emily ensures clients receive clear, detailed updates and understands every aspect of their planning journey. Her approachable style makes it easy for clients to stay informed.
David O’Connor
Senior Consultant
Graduate Diploma in Finance University of Melbourne
Beacon Consultants
Key Skills
Methods
Awards
Long Service Award
Client Loyalty Award
Certifications
With more than fifteen years in finance, David is renowned for his ethical approach and dedication to ongoing client relationships.
David’s extensive experience allows him to offer practical, principled guidance. He values building lasting relationships and ensuring every client receives ongoing, tailored attention.
Our Planning Process
A clear, structured approach to subscription-based financial planning, built for your goals and peace of mind.
Initial Consultation
Start with a one-on-one meeting to discuss your current situation, goals, and expectations. This helps us tailor your planning experience to you.
Your advisor will answer your questions and explain our approach.
Plan Creation and Review
We develop a personalised plan and provide an in-depth analytical review. You’ll receive clear recommendations and ongoing guidance.
All details are explained and documented for your understanding.
Ongoing Support
Access regular consultations and plan updates as your circumstances change. Our team remains available for your questions and needs.
You receive continuous support throughout your subscription.
Subscription Plans
Simple pricing, no hidden fees
Standard
All core planning services, reviews, and ongoing support included.
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Personalised consultations
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Analytical plan reviews
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Ongoing support
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No commissions
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Australian regulatory compliance
Family
Extended support for families, including regular consultations and analytical plan reviews.
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Family consultations
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Detailed reviews
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Ongoing support
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No commissions
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Australian compliance
Premium
Priority access and additional plan updates for clients with complex needs.
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Priority consultations
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Frequent reviews
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Dedicated support
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No commissions
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Full compliance
How We Compare
| Features | foloraevira | Others |
|---|---|---|
| Flat monthly fee | ||
| No commissions | ||
| Personal consultations | ||
| Ongoing plan reviews | ||
| Product sales | ||
| Transparent pricing |