Pricing

AI‑native advice is inevitable.
We're the adoption layer.

Compliance-aware AI is no longer optional. It's the new operating model. AdviseWell is the infrastructure layer for AI‑native Australian wealth management teams: practitioner augmentation, compliance architecture, and a workflow engine that scales capacity without scaling headcount or risk.

Built for Australia's wealth practices: financial planners, accountants, and mortgage brokers.

AUD · GST inclusive · 30-day money-back on every paid plan
See plans
Three plans. One obvious upgrade path.

Choose the AI adoption path for your firm.

Pilot the new operating model. Scale it across the firm. Or run it as platform infrastructure for the whole licensee. Most firms choose Scale.

Free, forever
$0 no card, no catch
Start free with Meeting AI.
Free file notes, transcripts, summaries, and follow-ups for client conversations. Upgrade when you need advice workflows, compliance controls, and team adoption.
Start free
File notes are free. Compliant advice workflows are where AdviseWell starts.
Not sure which plan?
You're a solo adviser testing AI
Pilot →
You're a growing firm running advice production
Scale →
You're a licensee rolling out AI across an AFSL
Platform →
Limited intake

Founding Firms Program

A real commercial offer for the first 5 Australian licensees and multi-AFSL firms deploying AdviseWell at Platform. Closes when we hit the cap.

Implementation
Included free
Annual commitment
25% off list price
Roadmap input
Founder line + quarterly review
In return
Monthly product feedback
Apply to be a Founding Firm
30 Day money-back guarantee on every paid plan. Walk away, full refund, your data exports cleanly.

Already using an AI notetaker? We'll switch you over free.

Keep the transcript benefits, but add advice workflows, compliance controls, and implementation support. We rebuild your templates, port your knowledge base, and train your advisers, all in 7 days.

No “implementation fee.” No 6-week onboarding. No SoW.

Book demo

Most advice firms are structurally under-automated.

AI-native firms will operate at permanently lower cost bases. Move the sliders to see what that delta looks like for yours.

4
6
$225
Hidden margin recovered per month
$0
Estimated payback period
Ops hires you don't need to make0.0
Adviser hours redirected to revenue0 hrs
Advisory capacity unlocked$0
AdviseWell investment$0
Return multiple0×
Book a demo
3 hrs → 18 mins
Typical RoA prep on AdviseWell. Adviser-supervised. Audit-logged.
Based on internal AdviseWell workflow benchmarks across a representative SoA template.
100%
AU-hosted
SOC 2
Type II certified
RG 175 / 244 / 271
Aligned to ASIC guidance

Compliance is a feature. Trust is the whole product.

Vanta Protected
Continuous security monitoring live today
SOC 2 Type II
Certified · audited by Sensiba
100% AU-hosted
Full data residency, no exceptions
100% AU-hosted
Your data never leaves Australia. Full residency, no exceptions, never used to train any model.
Vanta Protected
SOC 2 Type II certified, audited by Sensiba. Vanta continuous monitoring live.
Source-cited AI
Every Ask AdviseWell output cites its source. Advisers supervise before anything reaches a client.
ASIC RG-aligned
Compliance prompts & sub-agents aligned to RG 175, RG 244, and RG 271. Audit-ready by default.
See the full Trust Centre →

The questions every buyer actually asks. Answered.

What happens if the AI gives bad advice?

It can't. Ask AdviseWell never sends anything to a client. Every output is source-cited, routed to the adviser for review, and logged with an approval audit trail before it leaves your workspace. The adviser is always the decision-maker on record.

How is compliance handled?

Built in, not bolted on. Compliance prompts and sub-agents are aligned to ASIC RG 175, RG 244, and RG 271, with citation verification, number-consistency checks, and KB-alignment review on every draft. Every File Note, RoA, and SoA carries a review & approval audit log. SOC 2 Type II certified (audited by Sensiba). AU data residency by default.

Can advisers supervise outputs before they go to clients?

Yes. That's the whole point. Nothing client-facing leaves the workspace without adviser sign-off. On Growth and Enterprise you get role-based approval workflows and supervisor dashboards across the firm.

How fast can we deploy?

Days, not years. Pilot signups live in under 5 minutes (AFSL verified within 24 hrs). Scale pilots launch in 7 days with white-glove migration. Platform rollouts run 2–4 weeks depending on AFSL complexity.

Will this replace advisers?

No. It replaces the work that pulls advisers away from advice: file notes, compliance prep, document drafting, admin handoffs. Firms run AdviseWell to free their advisers, not replace them.

What if we want to leave?

30-day money-back on every paid plan, no lock-in on Pilot or Scale. Your data exports cleanly. Platform terms are set in the MSA.

After you book a demo

What happens next.

  1. 1
    30-minute discovery call
    Working session, not a sales pitch. We map your advice workflow and identify the highest-leverage starting point.
  2. 2
    AFSL verified in 24 hours
    We confirm your authorisation and set up your workspace with adviser supervision and audit logging enabled by default.
  3. 3
    Migration kicked off in 7 days
    We rebuild your templates, port your knowledge base, and train your team. Production-ready in days. Not months.

Modernise the stack. Or watch the margin walk away.

AI-native advice firms will compound. The rest will compete on cost. Book a demo and see why Australian firms are picking the adoption layer over another tool.

Book Demo
Contact Us
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Clinton Cunningham - Founder

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