Simple, transparent subscription pricing

Our financial planning subscription is $250 per month, covering all consultations, reviews, and plan updates. There are no hidden fees or surprise charges—just consistent support and clear communication.

Meet our experts

Experienced professionals dedicated to your needs

Rebecca Chen financial advisor portrait

Rebecca Chen

Lead Financial Advisor

1
15 Experience
Holistic planning

Master of Finance University of Sydney

Bluewater Planning

Key skills

Consultation
Strategy
Communication

Methods

Analytical reviews
Client-focused process

Achievements

Led 100+ client journeys

Developed adaptive planning tools

Credentials

Certified Financial Planner
Diploma of Financial Services

Rebecca brings over 15 years of experience in financial planning, specialising in individual and business client needs.

Rebecca’s approach is to understand each client’s circumstances, offering ongoing advice and support. She values clear communication and a relationship-driven process, ensuring all plans remain relevant and actionable.

Michael O'Connor financial advisor portrait

Michael O'Connor

Senior Advisor

2
12 Experience
Small business needs

Bachelor of Commerce Monash University

Summit Advisory

Key skills

Analysis
Problem-solving
Client support

Methods

Personal consultations
Goal-based planning

Achievements

Advised 200+ clients

Introduced flexible plan reviews

Credentials

Advanced Diploma Financial Planning
Member FPA Australia

With 12 years in the field, Michael focuses on providing practical, up-to-date guidance for professionals and small businesses.

Michael tailors each consultation to fit the client’s evolving needs, ensuring ongoing support. His style is approachable and results-oriented, always aiming for clarity in every session.

Priya Singh financial planner portrait

Priya Singh

Financial Planner

3
8 Experience
Individual planning

Bachelor of Business RMIT University

NextGen Finance

Key skills

Listening
Detail-oriented
Adaptability

Methods

Personalised planning
Ongoing support

Achievements

Supported 80+ clients

Streamlined plan update process

Credentials

RG146 Certification
Certificate in Financial Advice

Priya offers detailed plan reviews and practical advice, with 8 years’ experience across diverse industries and client backgrounds.

Priya is known for her attentive listening and adaptability. She ensures clients have a clear understanding of their plans, providing ongoing updates and guidance as needs change.

David Ng client relationship manager portrait

David Ng

Client Relationship Manager

4
6 Experience
Client engagement

Graduate Diploma Management University of Queensland

Pinnacle Advisory

Key skills

Relationship management
Organisation
Service delivery

Methods

Relationship building
Service-focused process

Achievements

Enhanced client retention rates

Built strong feedback culture

Credentials

Professional Certificate in Management
Member AFA Australia

David specialises in maintaining strong client relationships and clear communication, with over 6 years’ experience in advisory roles.

David ensures every client receives attentive service, supporting open communication. He manages feedback and engagement, helping maintain a positive experience throughout the relationship.

How it works

Simple steps for ongoing financial support

Introductory conversation

We start with a discussion to understand your needs and goals.

30 mins
1

Plan creation

Your advisor crafts a strategy based on your personal circumstances.

1 week
2

Regular reviews

We schedule ongoing check-ins to keep your plan up to date.

Monthly
3

Continuous support

Contact us whenever you have questions or changes to discuss.

Ongoing
4

Subscription plan options

All plans include consultations, plan reviews, and updates—no hidden fees or extra charges.

Most popular

Standard subscription

Ongoing access to advice and updates

A$250.00
month
  • All consultations included
  • Plan reviews and updates
  • Direct advisor access
  • No hidden fees ever

Business subscription

For business owners needing tailored guidance

A$300.00
month
  • Business-focused consultations
  • Personalised plan updates
  • Priority scheduling
  • Ongoing team support

Premium subscription

Enhanced support for complex needs

A$350.00
month
  • Dedicated advisor
  • Comprehensive plan adjustments
  • Quarterly review meetings
  • Custom reporting

Each plan is billed monthly. You can cancel or update your subscription any time with no penalties.

How our subscription compares

See how venomirafaos’s approach delivers clarity, support, and value versus traditional services

Subscription features venomirafaos subscription Traditional planners Online platforms
Consultations included Unlimited, always Often limited Limited or extra fee
Transparent monthly fee $250 flat Variable costs Pay per session
Ongoing plan updates Included Extra charge Rarely included
Direct advisor access Personal contact By appointment Online only