One price. Everything included.

Advice Designer with Reviews — all your advice, one subscription. Paraplanners and support staff are always free.

Free Paraplanners & support staff
Included Client Reviews
$0 Setup costs
Per workspace · cancel anytime
$350 /pm
Starting from — per adviser, excl. GST
Pay less as you grow
First 1–2 advisers $350 /ea /pm
Next 2 advisers (3rd & 4th) $280 /ea /pm Save 20%
Additional advisers (5+) $250 /ea /pm Save 29%
Example: A 5-adviser practice pays $350×2 + $280×2 + $250×1 = $1,510/pm — that's $302 per adviser.

Every subscription includes

Core advice & review templates — no BYO required
Content library — strategy, product, fact sheet & video
Streamlined advice authoring flow
Stunning digital advice presentation
Xplan, MyProsperity & Worksorted integration
Streamlined reviews — included at no extra cost
Unlimited paraplanners & support staff
Organisation & licensee level configuration
Now with Reviews

Twice the product. Same price.

Automate your annual review documents and show clients exactly why your advice matters — all within your existing subscription.

⚡
Streamlined reviews
Pull data from Xplan into beautiful, client-ready review documents.
📊
Showcase your value
Show clients the impact of your advice with a stunning digital presentation.
🔄
Full advice lifecycle
SOAs, ROAs, and annual reviews — all in one platform.

Common questions

What's a workspace?

Your practice's Advice Designer environment. All advisers, paraplanners, and support staff share one workspace. Minimum one adviser per workspace.

How does tiered pricing work?

It's graduated. First two advisers are $350 each, next two are $280, and every adviser after that is $250. You never pay the top rate for everyone.

What about reviews?

Client reviews are included in every subscription. SOAs, ROAs, and annual reviews — one platform, one price.

Can I cancel anytime?

Yes. Month-to-month, no lock-in contracts. No setup fees.

All fees are exclusive of GST. Minimum one adviser per workspace.

See the Value for your Business in Just 2 Minutes

Use our ROI Calculator to estimate your potential savings and productivity gains with Advice Designer.

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Calculate Your ROI

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We are grateful to our launch partners and customers

  • Aintree Group logo featuring text and a red triangular symbol.
  • Logo of McQueen Group with stylized script
  • Jakupovic Lifestyle Financial Consulting logo with a colorful origami bird design.
  • Futuro Financial Services logo with stylized blue and green graphic.
  • Logo of Practice Dynamix with stylized letters
  • Logo with a green square featuring an upward trending line above the word "INSIGHT" in bold green letters.
  • Abstract illustration of a purple and turquoise pattern resembling overlapping shapes.
  • Paragem logo with stylized orange paper plane icon
  • Logo with a stylized circle divided into four segments in dark blue and teal, above the word 'Count' in dark blue.
  • Tangelo Advice Consulting logo with an orange circle and green leaf design.

Want to see Advice Designer in action?

Book a Demo
Book a Demo