Transparent financial planning with fixed monthly pricing
Our $250 per month subscription provides access to ongoing professional advice, tailored planning sessions, and regular updates. All fees are clearly stated upfront, with no hidden charges or commissions. You receive flexible support that adapts to your needs, without paying extra for standard consultations. Results may vary. See full details below on what’s included and how our service works.
All-inclusive fee
No additional charges or commissions
Privacy focused
Your information is always protected
Meet the jorivalnexo team
Emily Watson
Lead financial planner
Emily brings over 15 years of experience in helping Australians achieve their financial goals. She specialises in clear communication and compliance, focusing on building long-term relationships with clients.
David Turner
Regulatory specialist
A seasoned industry professional, David ensures all advice delivered by our team aligns with Australian standards. His attention to detail safeguards client interests and regulatory compliance.
Sophie Chen
Client relations manager
Sophie is dedicated to delivering a seamless client experience, from onboarding to ongoing support. Her approachable style makes financial planning accessible and straightforward for every client.
How our process works
Simple steps for ongoing support
Initial consultation
Discuss your situation and goals with a dedicated advisor.
Plan development
We prepare a tailored plan based on your needs and objectives.
Regular reviews
Your plan is reviewed and updated as your needs change.
Ongoing support
Access your advisor for questions and updates anytime.
Subscription pricing plans
Choose the right plan for your needs
Standard
Comprehensive guidance and support
Fixed monthly fee
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Personalised consultations
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All service fees included
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Regular plan reviews
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Market updates
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No commissions
Plus
Enhanced support and added features
Fixed monthly fee
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Priority response times
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Extended review sessions
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Dedicated support channel
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Annual progress summary
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All Standard features
Premium
Full access with premium support
Fixed monthly fee
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Direct advisor access
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Quarterly plan summary
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Exclusive market insights
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Flexible scheduling
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All Plus features
Compare our subscription plans
| Features | Standard plan | Plus plan | Premium plan |
|---|---|---|---|
| Personalised consultations | Included | Included | Included |
| Regular plan reviews | Monthly | Monthly | Quarterly |
| Dedicated support channel | N/A | Included | Included |
| Annual progress summary | N/A | Included | Included |
| Priority response times | N/A | Included | Included |