Transparent pricing for ongoing planning
Our subscription model is simple: for $250 per month, receive continuous access to experienced advisors, regular reviews, and practical guidance with no additional fees or surprise charges.
Emma Watts
Lead financial planner
Meet our advisors
Experienced, client-focused professionals
Emma Watts
Lead planner
Bachelor of Commerce UNSW Sydney
12 years "Client advisory"
BrightPath Advisors
Recognised industry speaker
Award for client care
Emma brings over a decade of experience in financial consulting, focusing on client relationships and transparent advice tailored to individual needs.
Liam Chen
Senior advisor
Master of Finance University of Melbourne
15 years "Analytical reviews"
Harbor Consulting
Team leadership award
Certified ethics specialist
Liam specialises in analytical reviews and client-focused planning, helping clients navigate changing circumstances with confidence.
Sophie Patel
Client advisor
Bachelor of Business Monash University
10 years "Personal consultation"
TrustPoint Partners
Client feedback award
Published in industry journal
Sophie’s approach is grounded in transparency and trust. She is committed to providing clear, practical guidance and ongoing support to every client.
Marcus Evans
Financial consultant
Diploma of Financial Planning TAFE NSW
11 years "Confidential advisory"
Sterling Advice
Privacy champion award
Excellence in service
Marcus has a strong background in financial analysis and is known for his approachable style and commitment to client privacy.
How our process works
We ensure a smooth experience from your first enquiry to ongoing monthly support, keeping every step clear and convenient.
Initial enquiry and consultation
Reach out to us to discuss your needs and ask initial questions. We’ll explain our service and terms clearly.
During your first contact, our advisors listen to your situation, answer your questions, and explain exactly what to expect. All pricing and terms are discussed up front.
Subscription agreement
Review and accept our straightforward $250/month subscription. All terms and fees are transparent.
You’ll receive a written agreement outlining the subscription fee, services included, and your rights to cancel at any time. No hidden costs or penalties.
Advisor onboarding
Connect with your personal advisor for an in-depth discussion about your current circumstances and preferences.
Your advisor will gather background information, clarify your objectives, and schedule regular review sessions based on your needs.
Ongoing planning and reviews
Receive monthly consultations, analytical reviews, and actionable guidance. All sessions are included in your subscription.
Your advisor remains available for ongoing support. Consultations, reviews, and recommendations are scheduled at your convenience throughout your subscription.
How our process works
We ensure a smooth experience from your first enquiry to ongoing monthly support, keeping every step clear and convenient.
Subscription plans
Choose the right option for you
Standard
Full access to advisors, monthly reviews, and all consultations included.
- Personal advisor
- Monthly reviews
- Transparent pricing
- No extra fees
Couple
Joint planning for couples, with all services and reviews included every month.
- Two-person advisory
- Joint monthly reviews
- Shared consultations
- All-inclusive pricing
Family
Support for families, including shared consultations and tailored reviews for all members.
- Family consultations
- Group reviews
- Confidential for all
- Comprehensive support
How our plans compare
| Features | Standard | Couple | Family |
|---|---|---|---|
| Personal advisor | |||
| Monthly reviews | |||
| Joint consultations | |||
| Family support |