Transparent subscription pricing plans
One monthly fee of $250 covers all ongoing financial planning consultations and support—no hidden charges, just clarity and peace of mind.
Straightforward value
Pay only $250 per month, with no surprise fees.
Personalised support
Get ongoing, tailored advice throughout your subscription.
Meet our team
Experienced professionals, here to help

Charlotte Evans
Senior Advisor
Master of Finance University of Sydney
12 years "Retirement planning"
Bluewater Advisors
Awarded for client service excellence
Featured in industry publication
Charlotte applies over a decade of practical planning experience to support clients with care and expertise.

Liam Anderson
Client Advisor
Bachelor of Commerce Monash University
8 years "Life transitions"
Harbour Consulting
Recognized for personalized service
Community finance volunteer
Liam’s approachable style and attention to detail help clients feel comfortable discussing their goals and life changes.

Priya Shah
Planning Specialist
Master of Applied Finance Australian National University
10 years "Life event planning"
Sydney Advisors
Led client satisfaction initiative
Panelist at finance conference
Priya specializes in creating practical solutions for clients’ evolving needs, always focusing on clarity and transparency.

Ben Thompson
Support Consultant
Bachelor of Business University of Melbourne
6 years "Client care"
Citywide Finance
Customer service award
Trained new team members
Ben ensures every client receives prompt responses and ongoing assistance, making the subscription experience smooth and supportive.
How our subscription works
Step-by-step guidance, consistent support, and honest pricing
Book your first consultation
Schedule a meeting with one of our advisors to discuss your unique situation and outline your goals.
We tailor the conversation to what’s most important to you.
Receive your tailored plan
Your advisor creates a practical plan based on your needs and provides clear, actionable steps for moving forward.
You receive a report with guidance you can use right away.
Ongoing monthly support
Connect regularly with your advisor for updates and adjustments as life changes or new opportunities arise.
Check-ins are included in your flat monthly fee.
Simple billing and no surprises
Pay $250 per month for all services, with the flexibility to cancel at any time if your needs change.
No hidden fees or cancellation charges—just clarity.
Our subscription plans
Simple, transparent, and designed for your needs
Standard
All planning consultations included
All services covered
Family
Covers up to two adults
Family coverage
Business
Planning for small business owners
Business support
Compare our subscription options
Features | Standard plan | Family plan | Business plan |
---|---|---|---|
All consultations included | Yes | Yes | Yes |
Ongoing monthly support | Yes | Yes | Yes |
Covers two adults (Family plan) | No | Yes | No |
Business consultations | No | No | Yes |
Priority scheduling | No | No | Yes |