An AI agent for Adelaide financial advisers.
File notes, fact finds, reviews and renewals handled. You give the advice.
For Adelaide financial advisers
South Australia has one of the older populations among the mainland states, so many Adelaide practices focus on retirement and aged care questions. An AI agent prepares the paperwork, so advisers spend more time with clients and their families.
Many Adelaide practices are owner led, with the principal adviser also running the business. Your AI agent takes file notes and renewals off their desk.
What your AI agent takes off your plate
An AI agent that writes up your file notes.
Every meeting written up the same day.
An AI agent that drafts the statement of advice.
Advice documents drafted around your strategy.
An AI agent that keeps fee renewals on time.
Every fee anniversary tracked, nothing missed.
Also: an ai agent that prepares every review meeting, an ai agent that collects the fact find.
Questions from Adelaide financial advisers
Is it worth it for a one adviser practice?
Yes. Solo advisers often save the most because they do the paperwork themselves.
Do you support practices outside Adelaide?
Yes. Practices across South Australia are set up online.
See your AI agent handle a real advice week
A 20 minute online demo for Adelaide financial advisers, and a fixed monthly quote.
Book a demo