Pricing – AdviserBuddy AI

Our Pricing

Flexible Pricing Plans for Every Adviser

Choose a plan that fits your needs. Whether you’re an individual adviser or a large financial firm, AdviserBuddy AI offers scalable solutions to streamline your workflow and maximize efficiency. Start with a 7-day free trial—no commitment required!

Basic Plan

$49

/week

Best for: Individual advisers looking for AI-generated strategy ideas.

Pro Plan

$99

/week

Best for: Advisers wanting unlimited AI-generated strategy workflows.

enterprise Plan

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Best for: Large financial planning firms & dealer groups.

How It Works?

AdviserBuddy AI simplifies and accelerates the financial advising process in just 3 easy steps:

Enter Key Client Details

Input essential information about your client’s goals, financial situation, and strategy areas to focus on.

AI Generates Tailored Strategy Ideas

Our AI instantly generates structured, customized strategy ideas tailored to your client’s unique needs and financial objectives.

Review, Personalize & Implement

Review the AI-generated suggestions, refine them as needed, and integrate them into your advice process with ease.

What’s Included in Every Plan?

AI-Powered Strategy Generation

Instantly generate financial planning strategies based on client scenarios.

Comprehensive Strategy Coverage

Tax, superannuation, investments, estate planning & more.

Tailored for Financial Advisers

Designed for professionals in Australia, the UK, and the USA.

No Lock-In Contracts

Upgrade, downgrade, or cancel anytime.

Save Time. Improve Strategy Thinking. Enhance Your Client Advice.

Start your 7-day free trial today – No credit card required! With AdviserBuddy AI, you can generate professional, tailored strategy ideas in seconds, saving you valuable time and allowing you to focus on delivering smarter, more strategic advice to your clients.