One price per adviser. Support staff included.
No setup fee and no per-document charges. Prices in AUD, ex GST.
Free
For one adviser who wants meeting notes without the typing.
$0for one adviser,
no card needed
no card needed
No cap on the number of meetings.
Start freeWe confirm new accounts within one business day.
- Unlimited meetings, within fair use
- Capture on Zoom, Google Meet, Teams, or in person on a phone
- File notes with every point linked to the meeting
- Follow-up emails and task lists
- Advise GPT without deep thinking or modelling
- Hosted in Australia
For firms that generate statements of advice
Scale
For advice firms that want the full workflow, from meeting to signed-off SoA.
$179per adviser
a month, ex GST
a month, ex GST
Billed annually in advance: $2,148 per adviser a year, ex GST.Billed monthly, cancel any time.
Book a guided trial- Everything in Free, plus
- Support staff included at no extra cost, within fair use.
- Statements of advice, records of advice and annual review documents
- Your own templates, approved wording and firm rules
- Checks against RG 175, RG 244 and RG 271, with each point linked to its source
- 51 Australian calculators and AI modelling: tax, super, Age Pension, retirement, cashflow. 25 modelling runs per adviser a month. Beta
- CRM sync with Salesforce or HubSpot; bring in files from OneDrive
- Word and PowerPoint export, and PDF form filling
- Advise GPT with deep thinking and modelling
- Claude Cowork and ChatGPT connectors
- Audit log and version history
- Unlimited meetings and no per-document charges, within fair use
Cancel within 30 days of your first Scale payment and we refund it in full. Once per firm.
Enterprise
For multi-office firms and licensees rolling out across practices.
Quotedannual agreement
Priced on advisers, offices and the rollout you need.
Talk to us- Everything in Scale, plus
- We build your templates for you
- Central templates, wording and rules pushed to every practice
- SSO enforcement and role design across offices
- Two-factor sign-in
- Unlimited modelling Beta
- Your own MCP connectors
- AI model choice by firm, function and region
- Latest models in the Australia-only setting, through priority processing
- Connector (MCP) control
- Adoption programme and a named success manager
- Written SLA and a security pack under NDA
Your brand, a dedicated instance or your own cloud tenancy. Scoped and quoted.
Free is self-serve meeting notes for one adviser. The guided trial is Scale for 14 days, set up with your templates, before you pay. Terms and fair use apply.
SOC 2 Type 2 reportUnder NDA
Hosted in AustraliaClient data stored in Australia- Google Cloud, AzureAustralian data centres
SSO and two-factorOn Enterprise
7-year audit logKept and immutable- Trust centrePolicies and the security pack
Year-end offer
$129 per adviser a month, fixed for 12 months.
- Limited to 20 firms, including confirmed reservations. To claim the offer, sign an annual Scale plan by 19 December 2026, or by the end of a guided trial that started before then. Switching from another tool? We move your templates across in the trial.
- Everything in Scale, including support staff at no extra cost, within fair use.
- A saving off the $179 annual list price. $1,548 per adviser a year, ex GST.
- After 12 months the plan renews at the annual list price, today $179 per adviser a month. We write to you 60 days before, and you can cancel before it renews.
- We ask before we name your firm anywhere. Feedback sessions are an invitation, not a condition.
Closes 19 December 2026, or when the places are gone
8weeks left
19places left
$129 per adviser a month, instead of $179
Billed annually, ex GST.
Claim a year-end placeWork out your monthly bill.
Enter your advisers. See your monthly cost before you book.
Support staff such as paraplanners, administrators and other non-adviser staff are included at no extra cost, within fair use. More than 30 advisers? Talk to us about Enterprise.
Scale, annualex GST
$895a month, billed yearly
- Advisers at $179
- $895
- Per adviser, all in
- $179
- Billed yearly in advance, ex GST
- $10,740
What each plan includes.
| Feature | Free | Scale | Enterprise |
|---|---|---|---|
| Meetings and file notes | |||
| Meetings a month | Unlimited, fair use | Unlimited, fair use | Unlimited, fair use |
| Zoom, Google Meet and Teams capture | Included | Included | Included |
| In-person capture on a phone or tablet | Included | Included | Included |
| Speaker identification | Included | Included | Included |
| File notes linked to the transcript | Included | Included | Included |
| Recording retention controls | Included | Included | Included |
| Advise GPT | Without deep thinking or modelling | With deep thinking and modelling | With deep thinking and modelling |
| Advice documents | |||
| Records of advice and SoAs in your template | No | Included | Included |
| 51 Australian calculators | No | Included | Included |
| AI modelling (51 calculators) Beta | No | 25 runs per adviser a month | Unlimited |
| Checks against RG 175, RG 244 and RG 271 | No | Included | Included |
| Your own templates, approved wording and firm rules | No | Included | Included |
| PDF form filling | No | Included | Included |
| Annual review documents | No | Included | Included |
| Version history | No | Included | Included |
| Team and systems | |||
| Support staff (paraplanners, administrators) | None | Included, within fair use | Included, within fair use |
| CRM sync: Salesforce or HubSpot | No | Included | Included |
| Bring in files from OneDrive | No | Included | Included |
| Claude Cowork and ChatGPT connectors | No | Included | Included |
| Templates and rules shared across practices | No | No | Included |
| Your own MCP connectors | No | No | Included |
| AI model choice and connector control | No | No | Included |
| Security and service | |||
| Hosted in Australia | Included | Included | Included |
| Two-factor sign-in | No | No | Included |
| Single sign-on | No | No | Enforced |
| Audit log | No | Included | Included |
| Free guided trial | Any firm can ask | Included | Scoped first practice |
| Support | Email and phone, named contact | Named success manager, written SLA | |
| Security pack (SOC 2 Type 2 report under NDA) | On request | On request | Included |
Everything here works today. AI modelling is in beta, and it changes as we improve it. A modelling run is one scenario or calculation you ask for in the modelling workspace. Figures inside your file notes, RoAs and SoAs do not count. What we are building next is on the features page.
A published allowance, with no usage charges.
The fair use policy publishes the monthly allowance before you sign. Going past it never adds a charge without your written agreement.
Read the fair use policy“It’s definitely something we want to keep working together on because we can see some big-time savings.”
An adviser at a customer firm
- 200 meeting hoursPer adviser a month.
- 25 modelling runsPer adviser a month on Scale. Enterprise is unlimited.
- 45 advice documentsSoAs, RoAs, reviews and strategy papers per adviser a month. Edits and new versions do not count again.
- We call firstIf an adviser goes past the allowance two months in a row, we talk before anything changes.
- Set in writingWe do not lower the allowance during your term.
Before you ask.
Are support staff included?
Yes. Paraplanners, administrators and other non-adviser staff are included at no extra cost, within fair use. The fair use limits are set per adviser.
Do prices include GST?
No. Prices on this page exclude GST. Where GST applies, we add it to the invoice.
What happens when the 12-month offer price ends?
Your plan renews at the annual list price. We write to you 60 days before it renews, and you can cancel before then.
What counts as fair use?
Scale has no per-document charges. The fair use policy sets a monthly allowance for each adviser. The allowance is published, so you know the limit before you sign. Going past it once is fine. If an adviser is over two months in a row, we call before anything changes.
Is there a setup fee?
Not on Free or Scale. The guided trial, where we load your templates and approved wording, is free. Enterprise rollouts across offices or a licensee network include a quoted adoption programme.
Can we start monthly and move to annual?
Yes. Move to annual billing at any time and the lower price applies from your next bill.
What happens if we use more than 25 modelling runs?
We tell you when you are getting close. Nothing is cut off mid-advice, and you can finish the work in front of you. Firms that model heavily move to Enterprise, where modelling is unlimited.
Can my licensee review AdviseWell first?
Yes. We send the security pack in the first week of the guided trial, so the review runs beside the trial, not after it.
Can you help our team adopt AI more widely?
Yes. Separate from the software, we run a consulting service that helps advice teams adopt AI, whether that is AdviseWell, other tools or the processes around them. Ask us about it.
See the price on your own work.
Start free with meeting notes for one adviser. For a firm, we load your templates in a 14-day guided trial.