The all‑in‑one pricing engine built for modern advice practices
Streamline your pricing, engage clients with clarity, and grow a stronger, more sustainable business with Finwise
Why advisers love it
Finwise gives advisers practical, adviser‑first tools that make pricing, modelling, and client communication effortless.
Explore the solutions designed to bring clarity, consistency, and confidence to your advice process.
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Advice Fee Calculator
Transparent, consistent pricing across every client scenario.
Model fixed fees, FUM tiers, entity allocations, and tax‑deductible components in minutes.
Generate polished, client‑ready reports with a single click.
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![Tax Deductible Fee Modelling]()
Tax Deductible Fee Modelling
Instantly identify which fees can be claimed and by which entity.
Finwise automatically separates deductible and non‑deductible components across personal, super, pension, SMSF, trust, and company structures.
Give clients clarity, reduce compliance risk, and ensure your pricing aligns with ATO expectations.
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![A laptop screen displaying a detailed financial service breakdown from Finwise, including sections on financial planning, strategic planning and meetings, and cashflow, with prices and descriptions for each service.]()
Client Engagement Tools
Clear, plain‑English summaries for every advice conversation.
Turn complex strategies into simple, visual explanations your clients can actually understand. Perfect for SOA/ROA discussions and ongoing service reviews.
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![Laptop screen displaying FAQ section of a website with the title 'FAQ Library' and a subheading 'Finwise Resources Navigation Menu.' The FAQ includes questions about the Finwise calculator and service pricing levels, with dropdown-answer icons.]()
Finwise Resources Hub
Guides, templates, and checklists for real‑world advice work.
From entity‑based fee allocation to tax deductibility rules, access practical tools that support your team and elevate your client experience.
Feature Deep‑Dive
The Finwise Advice Fee Calculator uses a simple, structured guided workflow that walks advisers through each part of the pricing process.
Every step is focused, logical, and designed to reflect how real advice practices operate, so you can move quickly without missing anything important.
How the guided workflow works
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This is where advisers set the foundation for the calculation. Users can:
Add client names
Select the entities involved (personal, super, pension, SMSF, trust, company, other)
Choose the type of engagement (initial, ongoing, one‑off)
It ensures the workflow understands who the advice relates to and how the service is being delivered.
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These steps capture the actual fees being charged. Users can:
Enter service fees and break them into components
Build tiered FUM pricing based on their own practice preferences
See fees update instantly as values change
This gives advisers full control over how their pricing is structured. Fixed, percentage‑based, tiered, or blended.
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This is where Finwise handles the complexity. Users can:
Allocate fees across different entities
Automatically identify deductible vs non‑deductible components
Ensure the fee structure aligns with ATO expectations
It removes the guesswork and gives advisers confidence that their modelling is transparent and compliant.
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The final step produces a polished summary the adviser can use immediately. Users receive a report that includes:
A clear client fee summary
An entity‑by‑entity breakdown
A tax‑deductible fee breakdown and summary
Export options to CSV, PDF, or Word
It turns the entire workflow into a clean, professional deliverable that supports SOA/ROA conversations and ongoing service reviews.
What advisers are saying
Real advice practices use Finwise to bring clarity, consistency, and confidence to their pricing. Here’s what they’re saying.
About us
Julie Matheson is the visionary behind Finwise Leadership Australia, a platform built to elevate the financial planning profession by bridging deep expertise with emerging talent.
At the heart of Finwise is a powerful tool , designed by CFP® professionals that goes far beyond traditional calculators. It’s built to reflect the way advisers actually think: blending technical accuracy with strategic insight to support real-world decision-making.
Julie’s mission is to harness the wisdom of experienced advisers and empower the next generation with tools that truly understand the profession’s complexity.
Her career spans decades of leadership and impact, including:
Former AFSL business owner
Global CFP® with extensive hands-on advisory experience
13 years as a GAICD non-executive Director of the FPA (now FAAA)
Julie understands financial planning from every angle; technical, ethical, and strategic.
Through Finwise, she’s reshaping how advisers lead, plan, and grow — with clarity, confidence, and purpose.
Start pricing advice with confidence
A clearer, more consistent pricing process is one click away.
Whether you want to explore the calculator yourself or see it in action, Finwise gives you the tools to model fees with accuracy, transparency, and ease.