Get to Know Professional Investment Management

Transform your financial future with our comprehensive portfolio optimization and wealth building subscription service designed for serious investors.

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All investments carry risk and you may lose some or all of your capital. Financial markets can be volatile and unpredictable.

Meet Our Expert Team

Experienced financial professionals dedicated to your investment success through proven strategies and personalized guidance.

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Sarah Mitchell

Senior Financial Planner

With 15 years of experience in asset allocation and retirement planning, Sarah specializes in helping clients navigate complex investment decisions and build diversified portfolios for long-term wealth creation.

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David Chen

Investment Strategist

David brings expertise in ETF selection and market analysis to our team. His focus on risk management and dividend investing has helped countless clients achieve their financial goals through strategic planning.

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Emma Thompson

Portfolio Manager

Emma specializes in tax-efficient investing and superannuation strategies. Her comprehensive approach to financial planning ensures clients maximize their investment returns while minimizing tax implications.

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Michael Roberts

Wealth Management Consultant

Michael focuses on high-net-worth clients and complex investment structures. His expertise in alternative investments and estate planning provides sophisticated solutions for advanced wealth building strategies.

Our Track Record

Proven results through disciplined investment management and strategic financial planning for our subscription clients.

2612+

Satisfied Clients

132

Projects Completed

15

Years Experience

98%

Client Satisfaction

Join Our Team

Build your career in financial planning with opportunities for growth and professional development in our dynamic environment.

Financial Planning Analyst

Investment Services

Melbourne, VIC

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Senior Investment Advisor

Client Services

Sydney, NSW

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Portfolio Research Specialist

Research & Analytics

Brisbane, QLD

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Why Choose Us

See how our comprehensive financial planning subscription compares to traditional advisory services and DIY investing approaches.

Features Agencyfolverta Traditional Advisors DIY Investing
Monthly Strategy Updates
24/7 Platform Access
Personalized Recommendations
Educational Resources
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Our Journey

From startup to Australia's leading financial planning subscription service, discover our commitment to investor success.

2010

Company Founded

Started with a mission to democratize professional financial planning through innovative subscription services.

2015

ASIC Licensing

Obtained full licensing to provide comprehensive financial advice and investment management services.

2020

Digital Platform Launch

Launched our award-winning online platform, making professional financial planning accessible to all Australians.

2025

Market Leadership

Serving over 2612 clients with innovative investment strategies and comprehensive wealth management solutions.