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 financial advisor

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

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 financial planning specialist

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

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

1

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.

2

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.

3

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.

4

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

$ 250 /monthly

All services covered

  • All consultations included
  • Ongoing support
  • Transparent pricing
  • No hidden charges
  • Easy cancellation
Most popular

Family

Covers up to two adults

$ 300 /monthly

Family coverage

  • Two adult consultations
  • Ongoing support
  • Transparent pricing
  • No hidden charges
  • Flexible scheduling

Business

Planning for small business owners

$ 350 /monthly

Business support

  • Business consultations
  • Ongoing support
  • Transparent pricing
  • No hidden charges
  • Priority scheduling

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