Every call answered. Every time.
AI phone agent for Australian financial planners.
Valory helps financial planners stay responsive during review cycles and client meetings with consistent call handling.
No lock-in contracts · Live in days, not months · Australian hosted
What Financial Planners gain when every call is answered
Built for Australian teams that need consistent call coverage, cleaner handoffs, and stronger conversion from inbound demand.
Capture every opportunity
Client meetings limit real-time phone coverage.
Handle peak demand
Prospect calls are lost when response windows are delayed.
Keep your team focused
Admin teams spend too much time handling repetitive call categories.
Go live quickly for financial planners
We map your call workflows, configure your AI phone agent, launch with real calls, and keep tuning performance as your business grows.
Discover
We learn your business. How you handle calls, what makes a good booking, when to follow up.
Design
We configure your AI voice agent with your voice, your rules, your integrations. Not a template.
Launch
Go live with real calls. We monitor together and refine until it performs like your best team member.
Grow
Ongoing partnership. New capabilities, performance insights, and a team that knows your business.
Discover
We learn your business. How you handle calls, what makes a good booking, when to follow up.
Design
We configure your AI voice agent with your voice, your rules, your integrations. Not a template.
Launch
Go live with real calls. We monitor together and refine until it performs like your best team member.
Grow
Ongoing partnership. New capabilities, performance insights, and a team that knows your business.
Why teams choose Valory
Built for financial planners that cannot afford missed calls
Financial Planners teams can keep calls covered during peak operating windows.
Inbound enquiries are captured with structured context for faster follow-up.
Consistent call handling improves first-response quality and protects conversion.
How much are missed calls really costing you?
Most businesses don’t realise how much revenue walks out the door when the phone rings out. Adjust the sliders to see what unanswered calls cost your business each month.
Percentage of callers who would have booked or purchased
Pricing
White-glove build, launch, and ongoing tuning priced by volume and scope.
Intro
Perfect for solo operators getting started.
Voice overage $0.90/min · SMS $0.10/msg
Core
The sweet spot for growing businesses.
Voice overage $0.70/min · SMS $0.10/msg
Premium
For teams that can't afford to miss.
Voice overage $0.50/min · SMS $0.10/msg
Enterprise
Unlimited scale with dedicated support.
Voice overage $0.30/min · SMS $0.10/msg
Quick comparison
Key commercial differences at a glance.
| Feature | Intro | Core | Premium | Enterprise |
|---|---|---|---|---|
| Voice minutes | 100 | 250 | 700 | 3,000 |
| SMS messages | 50 | 150 | 400 | 1,000 |
| Outbound calling | Add-on ($99/mo) | Add-on ($99/mo) | Included | Included |
| Voice overage | $0.90/min | $0.70/min | $0.50/min | $0.30/min |
| SMS overage | $0.10/SMS | $0.10/SMS | $0.10/SMS | $0.10/SMS |
| Support response | 48h | 24h | 12h | 4h SLA |
Managed rollout included on every plan
You're buying an outcome, not software.
Setup fee from $990 (varies with scope and complexity). Cancel anytime. Money back guarantee.
Frequently Asked Questions
Everything you need to know before getting started
Still have questions? Book a walkthrough and we'll answer them all.
Improve client and prospect response times
Review how financial planning firms use Valory to capture demand and maintain professional call workflows.