Mentoring, pricing & coaching for Australian financial advisers.
Whether you're starting your Professional Year, pricing services for a growing practice, or restructuring for the next chapter. Julie Matheson (CFP®) and Marie Richardson have a combined 75 years of doing this work.
Choose your path.
Every adviser arrives at a different turning point. Pick the one that sounds most like you. Julie will meet you there.
I'm running (or sitting) a Professional Year.
Personalised 12-month mentoring with a 1,600-hour work plan, Standards compliance, skill-building blocks, and ROI tracking. Online or on-site.
See the PY programI need to reprice my advice. Defensibly.
The Finwise Calculator. Ethics-compliant under Standard 7. Build a pricing model that defends fees by service, by client, by hour, backed by 30 years of practice data.
See the CalculatorI need a keynote speaker who lifts the room.
Julie speaks at FAAA, SIAA, MPG and licensee summits on pricing, ethics, professional year, and the future of advice. Practical. Direct. Memorable.
See speaking topicsTwo leaders. One partnership.
Julie leads mentoring, ethics and the Professional Year. Marie leads pricing systems and business development. Together at Finwise Leadership since November 2025. Now a fintech turning practice experience into software.
Julie Matheson, CFP®
Director · Mentoring, ethics, PY supervision
Started in 1987. 13 years on the FPA / FAAA Board. FPA Distinguished Service Award. Former AFSL business owner. Has reviewed 300+ Australian practices. Most were underpricing by 20 to 40 percent.
Marie Richardson
Head of Growth & Partnerships · Pricing WISDOM Method, business development
40+ years in financial planning. Started her own practice in 1988 and became one of Australia's first fee-for-service advisers in 1990, when the model didn't yet exist. Telstra Businesswoman of the Year finalist. Asset Magazine Succession Planning Award winner. Co-created the Finwise™ Pricing WISDOM Method.
The Revenue Leak Audit.
Twelve questions across four leak patterns: pricing & scope creep, structural inefficiencies, fee-for-service packaging, and capacity traps. Ten minutes. Your total tells you which band your practice sits in, and roughly how much revenue is leaking each year.
- 4 leak patterns, 12 diagnostic questions
- A pricing-clarity score out of 36
- An estimate of $ leaking per year (from $80K to $350K+)
- Optional 45-min Pricing Clarity Session with Marie to close the gap
Take the audit online
Answer the 12 questions right here on the site. Your personalised result, leak estimate and downloadable PDF report appear the moment you finish.
12 questions · instant score out of 36 · personalised PDF
Start the Revenue Leak Audit →Free, no obligation. Your details are only requested at the end, to prepare your results.
How Finwise Leadership shows up for advisers.
Business coaching. Education. Speaking. Adviser mentoring. They overlap, and the overlap is where most advisers need the most help.
Business coaching
Structure your practice for profitability and a saleable exit. Practical advice from someone who's done it.
Workshops & coachingEducation
FASEA-aligned learning experiences for advisers, paraplanners and PY candidates.
Browse programsAdviser mentoring
1:1 mentoring for Professional Year candidates and established advisers ready for the next chapter.
Professional Year
Price your services like the professional you are.
Standard 7 of the Code demands advisers can defend every fee. The Finwise Calculator gives you the model, the rationale, and the practice data, built by an adviser who's been in the game since 1987.
- Defensible fee structures by service line
- Code of Ethics Standard 7 compliant
- 55+ services, every fee unbundled and defensible