Professional financial planning consultation that puts you first. Join 4464 Australians who've discovered smarter approaches to money management through our personalised subscription service. No jargon, no pressure — just clear guidance tailored to your unique situation.
Take the first step towards confident money management with our comprehensive financial planning subscription. Get personalised guidance, expert insights, and ongoing support — all designed around your unique goals and circumstances.
One-on-one discussions tailored to your specific financial situation and goals
Professional review of your current financial position and future opportunities
Regular check-ins and guidance as your financial journey evolves
Senior Financial Consultant
With 12 years of experience in personal finance, Sarah specialises in helping individuals create sustainable money management strategies. Her approachable style and practical insights have guided over 1,200 clients towards their financial goals. Sarah holds advanced qualifications in financial planning and regularly contributes to industry publications.
Financial Planning Specialist
Michael brings 8 years of expertise in analytical financial reviews and consultation services. Known for his ability to simplify complex financial concepts, he's helped hundreds of clients understand market dynamics and resource allocation. Michael's detail-oriented approach ensures every client receives thorough, personalised attention.
Client Relations Manager
Emma ensures every client feels supported throughout their financial planning journey. With 6 years in client services and a background in financial administration, she coordinates consultations and maintains ongoing client relationships. Emma's dedication to client satisfaction has earned her recognition as a trusted advocate for our subscribers.
Satisfied Clients
Projects Completed
Years of Experience
Client Satisfaction
Every consultation is tailored to your unique circumstances, goals, and concerns. We understand that your financial situation is as individual as you are, which is why our guidance reflects your specific needs and aspirations.
No confusing jargon or overwhelming technical terms. We explain financial concepts in plain English, ensuring you understand every aspect of your financial planning journey. Questions are always welcome and thoroughly answered.
Our monthly subscription approach means you're never locked into long-term commitments you're uncomfortable with. Access professional financial guidance when you need it most, with the freedom to adjust as your circumstances change.
From initial consultation to ongoing reviews, we provide continuous support throughout your financial planning journey. Regular check-ins ensure your strategies remain aligned with your evolving goals and market conditions.
Join us for an interactive workshop covering fundamental financial planning principles, budgeting strategies, and goal-setting techniques. Perfect for individuals looking to strengthen their financial foundation. Light refreshments provided.
October 15, 2025 at 6:30 PM
Melbourne Conference Centre, Level 2
Sarah Mitchell, Senior Financial Consultant
Founded poltheraniqo with a mission to make professional financial planning accessible to everyday Australians
Reached our first 1,000 clients and launched our subscription-based consultation model
Adapted to digital-first consulting during challenging times, maintaining uninterrupted client support
Celebrated serving over 4,000 clients while maintaining our commitment to personalised service
Your goals drive every conversation we have. Rather than pushing predetermined solutions, we listen carefully to understand what financial success means to you personally. This approach ensures our guidance aligns perfectly with your values and aspirations.
We believe in complete transparency about our processes, fees, and recommendations. You'll never encounter hidden costs or surprise charges. Every aspect of our service is clearly explained upfront, so you can make informed decisions with confidence.
With 12 years in the industry and 155 successful projects, we've navigated various market conditions and helped clients through diverse financial challenges. This experience translates into practical, tested strategies for your benefit.
Financial planning isn't a one-time event — it's an ongoing journey. We're committed to supporting you as your circumstances evolve, markets change, and new opportunities arise. Consider us your long-term financial planning partners.