Transform your financial future with personalized planning consultations designed around your unique goals and circumstances. Join 746+ Australians building stronger financial foundations.
Financial planning involves risks and individual circumstances vary significantly. Results may vary.
With 5 years of experience and 215 projects completed, we've helped hundreds of Australians navigate complex financial decisions. Our subscription-based approach means you get ongoing support, not just a one-time consultation. Think of us as your financial planning partner — someone who understands your evolving needs and adapts strategies accordingly.
We believe financial planning shouldn't be overwhelming or exclusive to the wealthy. Our mission centers on making professional financial guidance accessible through flexible subscription services that grow with your needs.
One comprehensive subscription that covers all your financial planning needs. No hidden fees, no surprise charges — just professional guidance you can count on.
Monthly subscription covering comprehensive financial analysis, personalized consultations, and ongoing strategy refinement.
Satisfied Clients
Projects Completed
Years Experience
Client Satisfaction Rate
We start by understanding your current financial situation, goals, and concerns through a comprehensive consultation that forms the foundation of your personalized plan.
Our team analyzes your information and develops a customized financial strategy addressing your specific objectives and risk tolerance.
Together, we implement your financial plan with clear action steps, timelines, and milestone tracking to keep you on course.
Through monthly consultations, we continuously refine and adjust your plan as your life circumstances and market conditions evolve.
| Features | velunarytho | Traditional Advisors | DIY Apps |
|---|---|---|---|
| Personalized consultations | |||
| Ongoing monthly support | |||
| Flexible subscription model | |||
| Comprehensive planning approach |
Active Subscribers
Success Stories
Average Rating
The monthly consultations have completely changed how I approach my finances. Having someone to discuss my concerns with regularly has given me confidence I never had before.
Sarah M., Melbourne
Join us for an interactive workshop covering the basics of financial planning, budgeting strategies, and goal-setting techniques. Perfect for beginners wanting to take control of their financial future.
Date:
October 15, 2025
Location:
Melbourne CBD Conference Centre
Reserve Spot