Transparent monthly subscription for financial planning

One flat fee, ongoing support

virelluxonai offers a $250 per month subscription for professional financial planning. This includes continuous access to personalised consultations, analytical reviews, and secure guidance. There are no setup charges, no commissions, and you may cancel any time. Results may vary.

Results may vary. Past performance doesn't guarantee future results.

Meet our financial planning team

Experienced professionals dedicated to your financial clarity and confidence

Michael Evans

Michael Evans

Lead Financial Planner

Master of Financial Planning Monash University

15 years total "Personal consultations"

Sydney Advisory Group

Certifications:

Certified Financial Planner (CFP) Diploma of Financial Services

Methods:

Analytical review process Client-centred planning Compliance assurance Data-driven analysis Open communication

Key skills:

Clear communication Client engagement Ethical standards Problem solving

Awards:

Voted top advisor 2023

Presented at industry forums

Published financial articles

Mentored junior advisors

Brings over 15 years of experience and a client-focused approach.

Sophie Lim

Sophie Lim

Senior Advisor

Bachelor of Commerce University of Melbourne

12 years total "Resource allocation"

Melbourne Finance Hub

Certifications:

Certified Practising Accountant (CPA) RG146 Compliance

Methods:

Analytical review process Collaborative planning Goal-focused sessions Risk assessment Transparent reporting

Key skills:

Analytical thinking Client rapport Attention to detail Ethical integrity

Awards:

CPA of the Year finalist

Guest speaker at local events

Volunteer financial educator

Team leadership award

Expert in analytical reviews and client-centred planning for over a decade.

David O'Connor

David O'Connor

Financial Advisor

Graduate Diploma in Finance University of Sydney

10 years total "Consultation sessions"

Harbour City Finance

Certifications:

RG146 Compliance Financial Advice Association

Methods:

Client needs assessment Ongoing reviews Compliance monitoring Transparent advice Needs-based planning

Key skills:

Client communication Organisation Problem analysis Professional ethics

Awards:

Employee of the Month

Recognised for client retention

Speaker at workshops

Process improvement award

Focused on clear advice and open client communication. Over 10 years in the field.

Emma Chen

Emma Chen

Client Service Specialist

Bachelor of Business Administration UNSW

5 years total "Client onboarding"

Sydney Client Services

Certifications:

Client Service Excellence Business Communications

Methods:

Client onboarding process Follow-up protocols Service quality checks Feedback collection Continuous improvement

Key skills:

Organisation Client support Attention to detail Problem resolution

Awards:

Service Excellence Award

5-Star Client Feedback

Process innovation

Team spirit recognition

Ensures smooth onboarding and ongoing support for every client.

How it works

1

Start your subscription

Sign up online for $250 per month. No setup fees and no lock-in contracts. Your details remain confidential at all times.

2

Book your session

Schedule your first consultation with our team at a time that suits you. Appointments can be arranged monthly or as needed.

3

Meet your advisor

Connect with an experienced advisor who will review your situation and provide tailored guidance in a secure environment.

4

Ongoing support

Continue to access consultations, advice, and analytical reviews for as long as your subscription is active.

Financial planning process steps

Monthly subscription plans

Choose the plan that fits your ongoing financial planning needs and lifestyle

Standard Planning Access

$ 250
per month
  • Monthly analytical reviews
  • Personalised consultations
  • Confidential communication
  • No lock-in contract

Priority Support Plan

$ 320
per month
  • All standard features included
  • Priority response times
  • Direct advisor contact
  • Monthly check-ins

Comprehensive Review Plan

$ 350
per month
  • In-depth quarterly reviews
  • Extended consultation hours
  • Tailored reporting
  • All priority features

How virelluxonai compares to others

See why our subscription model is designed for clarity and convenience

Features
Plan details
virelluxonai subscription
Transparent, ongoing support
Other services
Variable fees, less clarity
Ongoing consultations
Continuous access to professional advice
Fixed transparent pricing
Set monthly fee with no hidden costs
No commissions or extra fees
All guidance included in subscription
Flexible cancellation
No lock-in or cancellation fees
Comprehensive analytical reviews
Detailed analysis with each session
Total features
5
0