Get to know our transparent pricing

At yeroluxemari, you pay one monthly fee of $250 for comprehensive financial planning support. This covers all ongoing consultations, regular analytical reviews, and direct access to our specialists. There are no additional or hidden costs.

Meet our team

Experienced, qualified, and dedicated

Emily Carter

Emily Carter

Financial Specialist

7 Years exp. Personal planning

Education

Master of Finance, University of Melbourne

Focused on client relationships and ongoing planning, Emily ensures every consultation is tailored and insightful.

Experience

yeroluxemari - Financial Specialist (4 years)
BlueSky Advisors - Consultant (3 years)

Skills

Analysis Communication Problem-solving

Methods

Client-centred review Analytical consultation

Certs

Certified Financial Planner
ASIC Accredited Advisor
Rajesh Singh

Rajesh Singh

Senior Advisor

12 Years exp. Strategic planning

Education

Bachelor of Commerce, UNSW Sydney

Rajesh brings strategic insights and analytical expertise to guide clients in making informed decisions.

Experience

yeroluxemari - Senior Advisor (5 years)
FinancePlus - Planning Consultant (7 years)

Skills

Strategic Advisory Reporting

Methods

Analytical review Consultative process

Certs

Certified Financial Planner
FPA Australia Member
Helen Wang

Helen Wang

Client Relationship Manager

8 Years exp. Client support

Education

MBA in Finance, Monash University

Helen supports every client with clear communication and ensures all planning needs are addressed promptly.

Experience

yeroluxemari - Relationship Manager (4 years)
Metro Finance Group - Client Advisor (4 years)

Skills

Client focus Organisation Support

Methods

Support-centred process Analytical review

Certs

Client Management Certificate
ASIC Accredited Advisor
Michael Brown

Michael Brown

Planning Analyst

5 Years exp. Analysis and review

Education

Bachelor of Finance, University of Sydney

Michael combines analytical skills with market awareness to provide clients with meaningful review sessions.

Experience

yeroluxemari - Planning Analyst (3 years)
Southbank Advisory - Analyst (2 years)

Skills

Analysis Reporting Research

Methods

Analytical review Data-driven analysis

Certs

ASIC Accredited Advisor
Financial Planning Practitioner

Our approach to planning and support

We believe in a transparent, step-by-step process that starts with understanding your situation and leads to regular consultations and reviews, all included in your monthly subscription.

Australian team financial planning meeting

Initial consultation and discovery

Week one One session

Detailed analytical review

Week two One session

Personalised plan development

Week three One session

Implementation and feedback

Week four One session

Ongoing monthly review

Each month One session

Our subscription plans

Simple, transparent pricing for ongoing financial planning

Most popular

Standard

Comprehensive planning and review sessions

A$250.00
per month
  • Personal consultations
  • Analytical reviews
  • Progress check-ins
  • Direct specialist access

Essential

Core planning support for individuals

A$250.00
per month
  • Personal consultations
  • Progress check-ins
  • Analytical reviews
  • Email support

Premium

Expanded support and regular updates

A$250.00
per month
  • Personal consultations
  • Analytical reviews
  • Progress check-ins
  • Priority scheduling

No hidden costs. All consultations and reviews are included.

How we compare

See the difference our transparent subscription offers

Most popular

yeroluxemari

Personalised ongoing support

$250/month

Transparent pricing

All services included monthly

Personal consultations

Direct access to specialists

Analytical review

Regular tailored sessions

No hidden fees

No unexpected charges apply

Other Firm

Hourly consultation only

$300/hour

Transparent pricing

All services included monthly

Personal consultations

Direct access to specialists

Analytical review

Regular tailored sessions

No hidden fees

No unexpected charges apply

Big Agency

Limited review sessions

$400/month

Transparent pricing

All services included monthly

Personal consultations

Direct access to specialists

Analytical review

Regular tailored sessions

No hidden fees

No unexpected charges apply