Subscription-based financial planning for $250 per month
Our transparent subscription covers ongoing consultations, reviews, and tailored financial planning with no commissions or hidden charges. One flat monthly fee means you can access professional guidance as often as needed, always with your best interests in mind. APR is not applicable; no repayment terms or loans are offered. Results may vary.
Personal consultations
Meet with accredited advisers anytime
Unlimited reviews
Schedule as many sessions as needed
Meet our planning team
Our advisers are accredited professionals based in Australia, committed to ongoing client support and transparency.
Alex Morgan
Senior Adviser
Skills
Alex has extensive experience in personalised planning and is known for clear, practical advice.
Industry recognition
Awarded for excellence
Client trust
Consistently high ratings
Priya Patel
Financial Planner
Skills
Priya’s client-focused approach ensures every session is tailored to individual circumstances.
Accredited
Fully certified
Trusted relationships
Long-term clients
James Lee
Planning Specialist
Skills
James has a reputation for making complex topics clear and approachable for every client.
Innovation
Modern methods
Ethics award
Recognised integrity
Emily Chen
Client Adviser
Skills
Emily’s approachable style and attention to detail help clients feel supported at every step.
Client praise
Positive feedback
Professionalism
Certified quality
How our subscription process works
From sign-up to ongoing support, our process is designed for clarity, flexibility, and regular engagement.
Initial consultation and setup
After subscribing, you’ll meet with an accredited adviser to discuss your current situation, objectives, and preferences. This session lays the foundation for ongoing collaborative planning.
This first meeting ensures your adviser understands your goals and can personalise future check-ins.
Ongoing reviews and support
At any point, you can schedule meetings to review your plan, discuss life changes, or ask questions. Your adviser proactively checks in with updates and new recommendations.
There’s no limit to the number of reviews—support is continuous as your needs evolve.
Transparent reporting and documentation
After each session, you receive a clear summary outlining actions, recommendations, and next steps. All records are securely stored for your reference and privacy.
Documentation is accessible online or by request, keeping you informed and organised.
Subscription management
You can update, pause, or cancel your subscription at any time. Adjust your preferences directly with your adviser or via your account dashboard, with service continuing through your current billing cycle.
There are no lock-in contracts. Flexibility is built into every part of the process.
Simple, flat-fee pricing
One transparent monthly payment—no surprises, commissions, or complicated terms. Results may vary.
Monthly subscription
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All consultations included
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No commission or product sales
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Flexible cancellation policy
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Transparent documentation
Annual subscription
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12 months of support
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Lower monthly rate
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All reviews included
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Priority scheduling
Family subscription
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Plans for two adults
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All sessions included
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Joint and individual reviews
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Personalised documentation
How we compare
What makes folenavique different from others