Choose the plan that fits your goals
Simple, flat pricing with no hidden commissions. Switch or cancel any time.
Simplified
For individuals getting started with confidence.
- Single goal tracking
- Automated portfolio
- Core analytics
- Email support
Basic
For people ready to plan across several goals.
- Unlimited goals
- Advisor reviews
- Tax-smart investing
- Priority support
- Custom projections
Enhanced
For households optimising a full financial picture.
- Everything in Basic
- Dedicated advisor
- Estate planning tools
- Family accounts
- Real-time insights
Trusted by forward-looking teams
Common questions from members
We build a diversified plan around your goals, timeline and risk comfort, then let our advisors review every adjustment before it reaches your portfolio.
No. You can open an account and begin with whatever you have today — the plan scales with you as your balance grows.
Yes. Every plan includes human guidance. Message your advisor in-app or book a call whenever a decision feels big.
Automatically as markets move, and any time your goals change. You'll always see what changed and why.
A simple flat monthly fee with no hidden commissions. See the Pricing page for the three plans and exactly what each includes.
Build real wealth with the right guidance
Open your free trial today and watch your plan come together — calmly and clearly.