PRICING
Start free with AI meeting notes and file notes. Upgrade when you need advice production, compliance workflows and firm-wide controls.
Built in Australia for Australian financial advice firms. AUD · GST inclusive · Australian data residency.
FREE, FOREVER
$0
For one adviser who wants automated meeting capture, file notes, summaries and follow-ups.
No credit card. Upgrade when you need advice workflows.
SOLO ADVISERS
$99per adviser / month
$79 / adviser / month billed annually ($948)
Add your firm's knowledge, branded outputs and advice tools without adding admin overhead.
No card · AFSL verification within 24 hours
ADVICE FIRMS
$299per adviser / month
$239 / adviser / month billed annually ($2,868)
For firms producing advice across advisers, operations and compliance.
30-day money-back · No lock-in
LICENSEES & MULTI-ENTITY FIRMS
Custom
Priced to your AFSL, not per seat.
For licensees that need firm-wide governance, implementation and commercial terms.
Limited intake
Founding Firms may qualify for preferred commercial terms and direct roadmap input.
We'll switch you over free.
We rebuild your templates, migrate your knowledge base and train your team, so you keep the meeting benefits and add advice workflows and compliance controls.
No implementation fee.
See what AdviseWell costs against the adviser capacity it can return to your firm.
Estimated monthly capacity value—
AdviseWell cost—
Estimated net capacity value—
Return multiple—
Illustrative estimate only. Actual time savings and commercial outcomes vary by firm and workflow.
Client data stays hosted in Australia and is not used to train public models.
Outputs link back to the information used to produce them.
Client-facing work remains subject to adviser review and approval.
Workflows include checks aligned to ASIC RG 175, RG 244 and RG 271.
SOC 2 Type I certified, audited by Sensiba. Vanta continuous monitoring live.
Meeting AI is free for one adviser. Pilot is $99 per adviser per month and Scale is $299 per adviser per month, including GST. Platform pricing is tailored to the size and requirements of your AFSL.
Pilot is designed for advisers working individually. Scale adds team advice production, complex advice documents, compliance checks, audit logs, firm-wide search and onboarding support.
Yes. All advertised prices are in Australian dollars and include GST.
Pilot and Scale have no long-term lock-in. Platform commercial terms are agreed in your MSA.
AdviseWell hosts client data in Australia. See the Trust Centre for current security, data-residency and assurance details.
No. AdviseWell assists advisers with analysis and document production. Client-facing outputs remain subject to adviser review and approval, with source citations and an audit trail available for supported workflows.
Use AdviseWell free for meeting notes and file notes, or start a 14-day trial of the workflows your firm needs to produce advice.
See how advice firms are boosting capacity without compromising compliance or trust. Book a demo to see AdviseWell in action.
