Learn more about our subscription plans
Explore predictable monthly fees and ongoing personal consultations with our subscription-based financial planning.
years active
planners
clients supported
Meet our advisory team
Our team combines decades of expertise, recognised credentials, and client-first values to deliver tailored financial planning through a subscription-based model.
Anna Roberts
Master of Finance Melbourne University
18 years total "advanced planning"
Coastal Advisory
Credentials:
Methods:
Key strengths:
Awards:
Advisor of the Year 2023
350+ consultations delivered
Sustained client retention
Ongoing client referrals
Anna specialises in complex advisory cases and delivers calm, tailored guidance to long-term clients.
Mark Tan
Bachelor of Commerce UNSW Sydney
11 years total "personal consultation"
Metro Advisory
Certifications:
Methods:
Strengths:
Awards:
100+ monthly review cycles
Consistent client satisfaction
Timely case resolutions
Industry conference presenter
Mark's focus is on supportive, actionable planning for professionals in various industries.
Elena Kostas
Diploma of Financial Services TAFE NSW
9 years total "client management"
Bright Horizons
Certifications:
Methods:
Skills:
Recognition:
Successful audit record
High client engagement
Process improvement leader
Client feedback awards
Elena ensures all client scheduling, documentation, and follow-ups happen smoothly and personally.
Luc Nguyen
Bachelor of Business RMIT University
5 years total "review processes"
Urban Consulting
Certifications:
Methods:
Skills:
Achievements:
Streamlined report cycles
Well-reviewed by clients
Efficient tracking solutions
Rapid adaptation to cases
Luc delivers dedicated planning assistance and analytical reviews for new and ongoing clients.
How our process works
Comprehensive subscription-based support ensures that every client receives continuous guidance, personal consultations, and regular analytical reviews for the agreed monthly fee.
Initial discovery consultation
You’ll meet your assigned advisor to discuss your background, objectives, and any pressing questions. This stage lays the foundation for an ongoing subscription.
Advisors gather relevant information and explain the subscription terms.
Analytical plan review
Your advisor completes an in-depth, personalised review based on your consultation, identifying suitable approaches and realistic pathways to meet your needs.
No generic templates—each plan is developed specifically for you.
Continuous support and consultation
Throughout your subscription, you receive ongoing consultations, periodic plan reviews, and timely responses to changes or questions you may have.
Subscriptions remain flexible to adapt as your needs evolve.
Subscription pricing
Transparent, inclusive monthly fees ranging from $250 to $350. All financial planning consultations, analytical reviews, and ongoing support are included. APR and standard terms apply.
Standard Subscription
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Personal consultations included
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Quarterly analytical reviews
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No setup or exit fees
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Clear monthly payment
Comprehensive Subscription
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All Standard features covered
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Additional review cycles
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Priority scheduling offered
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Ongoing direct access
Premium Subscription
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Full Comprehensive coverage
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Dedicated senior planner
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Monthly check-ins provided
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Early access to updates
How our subscription compares
Understand the differences between serinovexora and other financial planning models so you can choose confidently.
| Key features | serinovexora subscription | Hourly Fee Planners | Traditional Commission Advisors |
|---|---|---|---|
| Monthly fee (all-inclusive) | $250–$350 | Varies, often more | Not offered |
| Ongoing consultations | Included | Limited | Typically extra |
| No setup or exit fees | Yes | Setup fees common | Exit fees possible |
| No commissions charged | Yes | N/A | Commission-based |
| Analytical reviews provided | Yes, ongoing | Sometimes | Rarely |