Now connecting members of our community with financial advisors

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A personal finance hub built for high earning professionals
The Direction
Your Goals, Your Financial Advisor

Eliminate the overwhelming feeling of not knowing where to start. See only the most suitable advisors for you, allowing you to compare and select with confidence.

Tell Your Story
Let us know your circumstances, preferences and goals in order to only see the most suitable financial advisors.
your situation
income
$150k
Assets
$250k
Debt
$250k
why you're here
investments
risk
equity
Taxes
family planning
debt
your preferences
flat fee
subscription
aum
Review Your Matches
Compare your list of suggested advisors side by side and decide who you would like to meet with.
Profile picture of a professional financial advisor featured on Habits network
Mike
Harding Financials
Pricing Model
  • Subscription Model - $150 per month
  • Assets Under Management - 0.75%
Specialties
  • Family Planning
  • Estate Planning
  • Equity Compensation
Personal Statement

After more than 20 years in the industry, I found my passion was strongest when helping those plan for the future of their family. As a father of two myself, I know the importance of setting yourself up to provide your children with the best possible start in life.

Profile picture of a professional financial advisor featured on Habits network
Julie
McIntyre Planning
Pricing Model
  • Subscription Model - $100 per month
  • Flat Fee Model - $1000 per annum
Specialties
  • Large Purchase Planning
  • Risk Management
  • Education Planning
Personal Statement

I realised my passion for financial planning during the process of saving to buy my first home with my (now) husband. Taking the passion I had for seeing my goal and planning towards it, combined with my love of helping others led me into the financial services and I haven’t looked back since.

Profile picture of a professional financial advisor featured on Habits network
John
Sunset Capital
Pricing Model
  • Subscription Model - $250 per month
  • Assets Under Management - 0.65%
Specialties
  • Tax Planning
  • Investment Management
  • Debt Management
Personal Statement

With over a decade of experience, I am passionate about empowering individuals and families to achieve their financial goals. I'm committed to providing clear, honest advice and maintaining the highest standards of integrity and professionalism in every client relationship.

Request To Meet
Send meeting requests to any advisors you like the look of and book a time to chat directly onto their calendar.
Profile picture of a professional financial advisor featured on Habits network
John
Sunset Capital
Pricing Model
  • Subscription Model - $250 per month
  • Assets Under Management - 0.65%
Specialties
  • Tax Planning
  • Investment Management
  • Debt Management
Personal Statement

With over a decade of experience, I am passionate about empowering individuals and families to achieve their financial goals. I'm committed to providing clear, honest advice and maintaining the highest standards of integrity and professionalism in every client relationship.

Intro Call 📞

Hi John,

I've sent you a request for an introduction meeting. I'd love to take some time in the call to focus on my equity compensation.

Send
Send Later
Remind Me
Graphic displaying a confirmation of a Google Meet meeting scheduled between a user and a financial advisor in the Habits app for a specific date.
01
02
03
03
The Direction
Your Goals, Your Financial Advisor

Eliminate the overwhelming feeling of knowing where to start. See only the most suitable advisors for you allowing you to compare and select with confidence.

Tell Your Story
Let us know your circumstances, preferences and goals in order to only see the most suitable financial advisors.
your situation
income
$150k
Assets
$250k
Debt
$250k
why you're here
investments
risk
equity
Taxes
family planning
debt
your preferences
flat fee
subscription
aum
Review Your Matches
Compare your list of suggested advisors side by side and decide who you would like to meet with.
Profile picture of a professional financial advisor featured on Habits network
Mike
Harding Financials
Pricing Model
  • Subscription Model - $150 per month
  • Assets Under Management - 0.75%
Specialties
  • Family Planning
  • Estate Planning
  • Equity Compensation
Personal Statement

After more than 20 years in the industry, I found my passion was strongest when helping those plan for the future of their family. As a father of two myself, I know the importance of setting yourself up to provide your children with the best possible start in life.

Profile picture of a professional financial advisor featured on Habits network
Julie
McIntyre Planning
Pricing Model
  • Subscription Model - $100 per month
  • Flat Fee Model - $1000 per annum
Specialties
  • Large Purchase Planning
  • Risk Management
  • Education Planning
Personal Statement

I realised my passion for financial planning during the process of saving to buy my first home with my (now) husband. Taking the passion I had for seeing my goal and planning towards it, combined with my love of helping others led me into the financial services and I haven’t looked back since.

Profile picture of a professional financial advisor featured on Habits network
John
Sunset Capital
Pricing Model
  • Subscription Model - $250 per month
  • Assets Under Management - 0.65%
Specialties
  • Tax Planning
  • Investment Management
  • Debt Management
Personal Statement

With over a decade of experience, I am passionate about empowering individuals and families to achieve their financial goals. I'm committed to providing clear, honest advice and maintaining the highest standards of integrity and professionalism in every client relationship.

Request To Meet
Send meeting requests to any advisors you like the look of and book a time to chat directly onto their calendar.
Profile picture of a professional financial advisor featured on Habits network
John
Sunset Capital
Pricing Model
  • Subscription Model - $250 per month
  • Assets Under Management - 0.65%
Specialties
  • Tax Planning
  • Investment Management
  • Debt Management
Personal Statement

With over a decade of experience, I am passionate about empowering individuals and families to achieve their financial goals. I'm committed to providing clear, honest advice and maintaining the highest standards of integrity and professionalism in every client relationship.

Intro Call 📞

Hi John,

I've sent you a request for an introduction meeting. I'd love to take some time in the call to focus on my equity compensation.

Send
Send Later
Remind Me
Graphic displaying a confirmation of a Google Meet meeting scheduled between a user and a financial advisor in the Habits app for a specific date.
01
02
03
03
The Direction
Your Goals, Your Financial Advisor

Eliminate the overwhelming feeling of knowing where to start. See only the most suitable advisors for you allowing you to compare and select with confidence.

Tell Your Story
Let us know your circumstances, preferences and goals in order to only see the most suitable financial advisors.
your situation
income
$150k
Assets
$250k
Debt
$250k
why you're here
investments
risk
equity
Taxes
family planning
debt
your preferences
flat fee
subscription
aum
Review Your Matches
Compare your list of suggested advisors side by side and decide who you would like to meet with.
Profile picture of a professional financial advisor featured on Habits network
Mike
Harding Financials
Pricing Model
  • Subscription Model - $150 per month
  • Assets Under Management - 0.75%
Specialties
  • Family Planning
  • Estate Planning
  • Equity Compensation
Personal Statement

After more than 20 years in the industry, I found my passion was strongest when helping those plan for the future of their family. As a father of two myself, I know the importance of setting yourself up to provide your children with the best possible start in life.

Profile picture of a professional financial advisor featured on Habits network
Julie
McIntyre Planning
Pricing Model
  • Subscription Model - $100 per month
  • Flat Fee Model - $1000 per annum
Specialties
  • Large Purchase Planning
  • Risk Management
  • Education Planning
Personal Statement

I realised my passion for financial planning during the process of saving to buy my first home with my (now) husband. Taking the passion I had for seeing my goal and planning towards it, combined with my love of helping others led me into the financial services and I haven’t looked back since.

Profile picture of a professional financial advisor featured on Habits network
John
Sunset Capital
Pricing Model
  • Subscription Model - $250 per month
  • Assets Under Management - 0.65%
Specialties
  • Tax Planning
  • Investment Management
  • Debt Management
Personal Statement

With over a decade of experience, I am passionate about empowering individuals and families to achieve their financial goals. I'm committed to providing clear, honest advice and maintaining the highest standards of integrity and professionalism in every client relationship.

Request To Meet
Send meeting requests to any advisors you like the look of and book a time to chat directly onto their calendar.
Profile picture of a professional financial advisor featured on Habits network
John
Sunset Capital
Pricing Model
  • Subscription Model - $250 per month
  • Assets Under Management - 0.65%
Specialties
  • Tax Planning
  • Investment Management
  • Debt Management
Personal Statement

With over a decade of experience, I am passionate about empowering individuals and families to achieve their financial goals. I'm committed to providing clear, honest advice and maintaining the highest standards of integrity and professionalism in every client relationship.

Intro Call 📞

Hi John,

I've sent you a request for an introduction meeting. I'd love to take some time in the call to focus on my equity compensation.

Send
Send Later
Remind Me
Graphic displaying a confirmation of a Google Meet meeting scheduled between a user and a financial advisor in the Habits app for a specific date.
01
02
03
03
The Direction
Your Goals, Your Financial Advisor

Eliminate the overwhelming feeling of not knowing where to start. See only the most suitable advisors for you allowing you to compare and select with confidence.

01
02
03
03
Tell Your Story
Let us know your circumstances, preferences and goals in order to only see the most suitable financial advisors.
your situation
income
$150k
Assets
$250k
Debt
$250k
why you're here
investments
risk
equity
Taxes
family planning
debt
your preferences
flat fee
subscription
aum
Review Your Matches
Compare your list of suggested advisors side by side and decide who you would like to meet with.
Profile picture of a professional financial advisor featured on Habits network
Mike
Harding Financials
Pricing Model
  • Subscription Model - $150 per month
  • Assets Under Management - 0.75%
Specialties
  • Family Planning
  • Estate Planning
  • Equity Compensation
Personal Statement

After more than 20 years in the industry, I found my passion was strongest when helping those plan for the future of their family. As a father of two myself, I know the importance of setting yourself up to provide your children with the best possible start in life.

Profile picture of a professional financial advisor featured on Habits network
Julie
McIntyre Planning
Pricing Model
  • Subscription Model - $100 per month
  • Flat Fee Model - $1000 per annum
Specialties
  • Large Purchase Planning
  • Risk Management
  • Education Planning
Personal Statement

I realised my passion for financial planning during the process of saving to buy my first home with my (now) husband. Taking the passion I had for seeing my goal and planning towards it, combined with my love of helping others led me into the financial services and I haven’t looked back since.

Profile picture of a professional financial advisor featured on Habits network
John
Sunset Capital
Pricing Model
  • Subscription Model - $250 per month
  • Assets Under Management - 0.65%
Specialties
  • Tax Planning
  • Investment Management
  • Debt Management
Personal Statement

With over a decade of experience, I am passionate about empowering individuals and families to achieve their financial goals. I'm committed to providing clear, honest advice and maintaining the highest standards of integrity and professionalism in every client relationship.

Request To Meet
Send meeting requests to any advisors you like the look of and book a time to chat directly onto their calendar.
Profile picture of a professional financial advisor featured on Habits network
John
Sunset Capital
Pricing Model
  • Subscription Model - $250 per month
  • Assets Under Management - 0.65%
Specialties
  • Tax Planning
  • Investment Management
  • Debt Management
Personal Statement

With over a decade of experience, I am passionate about empowering individuals and families to achieve their financial goals. I'm committed to providing clear, honest advice and maintaining the highest standards of integrity and professionalism in every client relationship.

Intro Call 📞

Hi John,

I've sent you a request for an introduction meeting. I'd love to take some time in the call to focus on my equity compensation.

Send
Send Later
Remind Me
Graphic displaying a confirmation of a Google Meet meeting scheduled between a user and a financial advisor in the Habits app for a specific date.
Built for income over assets

Habits is built for high earners, but that doesn’t mean you have to be rich. We select advisors that provide fee structures that benefit high salaries rather than a large accumulation of assets.

You are the ideal client of every financial advisor that you see on our platform. If your circumstances don’t fit what they are looking for, you will not see them.

Graphic showing updated financial statistics on the Habits app: Income of $325K, Assets of $512K, and Net Worth of $273K, as of the latest date.
Specialize in what you're looking for

Everyone has a different goal with their personal finances. For some it's to build wealth, for others they are considering relocating and buying a house.

At Habits, we leverage your financial needs and personal preferences. We let our algorithm provide suggested financial advisors that have been hand selected to access our platform.

Screen graphic from the Habits app displaying selectable financial advisor specialty options. Choices include Taxes, Investment Management, Big Purchase (selected), Charity or Estate Planning, Family Planning (selected), Retirement Planning, and Student Loans or Debt Advice."
Side by side comparisons

Finding the best financial advisor for you is not solely down to a formula. We strongly encourage you to evaluate multiple options.

We do the heavy lifting upfront through our proprietary technology and vetting process, helping you to make an informed decision.

Graphic from the Habits app showing two advisor profiles side by side for comparison, with one profile slightly overlapping the other.
Eliminate the back and forth

Remove the hassle of coordinating calendars over emails or phone calls. Instead book directly onto an advisors calendar based on your availability.

It has never been simpler to book that first meeting than it is with Habits.

Graphic from the Habits app displaying a day view of a calendar with a meeting booked to speak to a financial advisor, alongside a draft message from a consumer to the advisor, confirming the meeting and expressing anticipation.
Built for income over assets

Habits is built for high earners, but that doesn’t mean you have to be rich. We select advisors that provide fee structures that benefit high salaries rather than a large accumulation of assets.

You are the ideal client of every financial advisor that you see on our platform. If your circumstances don’t fit what they are looking for, you will not see them.

Specialize in what you're looking for

Everyone has a different goal with their personal finances. For some it's to build wealth, for others they are considering relocating or starting a family.

At Habits, we leverage your financial needs and personal preferences. We let our algorithm provide suggested financial advisors that have been hand selected to access our platform.

Side by side comparisons

Finding the best financial advisor for you is not solely down to a formula. We strongly encourage you to evaluate multiple options.

We do the heavy lifting upfront through our proprietary technology and vetting process, helping you to make an informed decision.

Eliminate the back and forth

Remove the hassle of coordinating calendars over emails or phone calls. Instead book directly onto an advisors calendar based on your availability.

It has never been simpler to book that first meeting than it is with Habits.

Graphic showing updated financial statistics on the Habits app: Income of $325K, Assets of $512K, and Net Worth of $273K, as of the latest date.
Screen graphic from the Habits app displaying selectable financial advisor specialty options. Choices include Taxes, Investment Management, Big Purchase (selected), Charity or Estate Planning, Family Planning (selected), Retirement Planning, and Student Loans or Debt Advice."
Graphic from the Habits app showing two advisor profiles side by side for comparison, with one profile slightly overlapping the other.
Graphic from the Habits app displaying a day view of a calendar with a meeting booked to speak to a financial advisor, alongside a draft message from a consumer to the advisor, confirming the meeting and expressing anticipation.
The Data - Coming Soon
Insights to support your choices

Access relevant data based on your tax bracket age and location. At Habits we recognize it can often be helpful to be aware of what others in similar situations are doing with their finances.

Graphic from the Habits app featuring two overlapped tiles: The bottom tile displays the user's total debt at $248K and its historical trend, while the top tile presents a donut chart detailing the percentages of investments, checking accounts, and property making up the user's assets.
organize
All of your accounts in the same place

Combine and view all of your investments, bank accounts, property and debts in one place.

Start Organizing Now >
Graph from the Habits app illustrating a user's net worth currently showing $1.24million and how it has been steadily increasing over time, ending with the latest updated date.
track
Track your net worth over time

Track your progress over a sustained period of time and watch as your net worth continues to grow.

Start Tracking Now >
Graphic from the Habits app showing a text exchange where a user asks, 'How much does the average person in my tax bracket spend on rent in New York City?' The Habits Insights AI responds with two messages, the first stating that individuals earning $95K to $182K typically spend around $3,200 per month on rent, and the second suggesting the user might consider upgrading their housing as they spend significantly less.
Compare
Gain Access to Exclusive Demographic Insights

Discover what the rest of your demographic is spending their money on and construct your own, well informed, financial habits.

Find Out More >
Graphic from the Habits app featuring two overlapped tiles: The bottom tile displays the user's total debt at $248K and its historical trend, while the top tile presents a donut chart detailing the percentages of investments, checking accounts, and property making up the user's assets.
organize
All of your accounts in the same place

Combine and view all of your investments, bank accounts, property and debts in one place.

Start Organizing Now >
Graph from the Habits app illustrating a user's net worth currently showing $1.24million and how it has been steadily increasing over time, ending with the latest updated date.
track
Track your net worth over time

Track your progress over a sustained period of time and watch as your net worth grows.

Start Tracking Now >
Compare
Gain access to exclusive demographic insights

Discover what the rest of your demographic is spending their money on and construct your own, well informed, financial habits.

Graphic from the Habits app showing a text exchange where a user asks, 'How much does the average person in my tax bracket spend on rent in New York City?' The Habits Insights AI responds with two messages, the first stating that individuals earning $95K to $182K typically spend around $3,200 per month on rent, and the second suggesting the user might consider upgrading their housing as they spend significantly less.
The Community - Coming Soon
An Exclusive Network of High Performers

Join our exclusive community of like-minded high performers and licensed financial professionals. Soon you will be able to share experiences, gain tailored advice and collaborate to foster growth and financial excellence.