The Finwise Calculator

Price your advice. Defensibly.

A Code of Ethics Standard 7 aligned pricing platform for Australian financial advisers. Build fee structures you can defend, to clients, to compliance, to ASIC.

Watch the 3-min presentation See plans & pricing

Your investment is $249 + GST per month, cancel after 30 days

An adviser and client reviewing a fee report together in the Finwise Calculator
55+Service categories
TD 2024/7ATO compliant
8Adviser benefits
Std 7Code of Ethics compliant
Why we built this

Standard 7 says advisers must defend the value they charge.

Code of Ethics Standard 7 requires advisers to be able to defend the value they charge. Most pricing happens by gut feel, and gut feel doesn't survive an ASIC audit or a hard client conversation.

The Finwise Calculator gives you a defensible model: cost-to-serve, time-to-deliver, complexity loading, fixed vs ongoing: every number with a paper trail back to your practice data.

See it in action
Clients reviewing their itemised advice fees and totals in the Finwise Calculator
What's included

What your investment includes.

1

55+ services

Access to more than 55 advice services, ready to price service by service.

2

Code of Ethics unbundling

The Code of Ethics applied to each service, so every fee is unbundled and defensible.

3

ATO tax report

An ATO tax report for the services you provide to each client.

4

Your own account

Every client report saved in your account, ready to reopen and change at any time.

An adviser selecting client services in the Finwise Calculator
See it in 3 minutes

Watch a walkthrough of the Calculator.

A walkthrough of the Calculator, unbundling advice fees service by service.

The Finwise Calculator: unbundling advice fees, service by service. A four-step walkthrough. ▶ ▶  Play the presentation 3:20
Get started
8 adviser benefits

Why advisers love it.

1

Price with confidence

Price every client with confidence.

2

Defensible fees

Fees are defensible and ethical under Standard 7.

3

Consistent team pricing

Consistent pricing across your whole team, from senior advisers to PY entrants.

4

Easier fee conversations

Faster, easier fee conversations that help clients understand your services and why the fees are fair. More referrals.

5

Improved profitability

Eliminate undercharging and scope creep.

6

A scalable system

Grows your practice and strengthens your advice process.

7

Extra value for clients

Clients get extra value with tax-deductible fees.

8

Compliance in real time

Show how your services and fees align with the Code of Ethics and Best Interest Duty in real time.

Get started

Try it free, or start your investment.

$249 + GST per month

Your investment is $249 + GST per month, cancel after 30 days

  • 55+ services, priced service by service
  • Code of Ethics applied to every service
  • ATO tax report for each client
Included with your investment
Two 30-minute sessions with Marie
Working on your own clients, in week 1 and week 3
Start your investment
Try for Free

Try it before you invest

  • Two free reports, no credit card required
  • Real calculator, your own numbers
  • Upgrade to full access any time
Try for Free

Not sure yet? Watch the 3-minute presentation or book a Calculator Presentation call.

Common questions

Calculator FAQs

How is this different from a spreadsheet?
A spreadsheet gives you a number. The Calculator gives you the reasoning behind it. Every fee comes with a file-ready explanation of how it was set and what the client is paying for, mapped to the Code of Ethics.
Is there a free trial?
Yes. Sign up at finwisecalculator.com for two free reports, no credit card required. Price a real client scenario and see the output for yourself. Prefer the overview first? Watch the 3-minute presentation.
Are there different plans?
Yes, there are two. Calculator Pro is for individual advisers and boutique practices, and is the $249 + GST per adviser, per month plan shown above. Calculator Practice is for practices and licensees that want to manage pricing centrally across their advisers.
What is the difference between Pro and Practice?
It comes down to who controls the account. With Pro, the adviser sets their own assumptions, fee structures and client strategies. With Practice, the practice or licensee sets the assumptions, fees, governance and methodology once, so every adviser prices the same way.
How do I get started with Calculator Practice?
Practice is $995 + GST per month and includes up to five advisers, plus global administration set up to suit your practice's compliance requirements. Book a Calculator Presentation and Marie will walk you through it. A tailored pricing guide is available for practices with more than five advisers.
What support do I get when I start?
Both plans include two one-on-one 30-minute sessions with Marie, in week 1 and week 3, working on your own clients.
Can I add my own services and fees?
Yes. There are 55 services to select from, each with Core, Standard and Premium pricing levels, and you can add your own services and fees.
Can I price asset-based fees and split fees across super and non-super accounts?
Yes. You can set tiered percentages or dollar amounts for each client, and apportion fees across their superannuation and non-superannuation accounts.
Reprice with confidence

Book the Calculator Presentation.

30 minutes with Marie. She'll walk you through the Calculator against your current fee structure and service mix, and answer your questions live.

Pick a time →