An AI agent for Perth financial advisers.
File notes, fact finds, reviews and renewals handled. You give the advice.
For Perth financial advisers
Perth practices look after many FIFO and mining sector clients, whose rosters make meetings hard to book. An AI agent books reviews around their swings and collects statements by email while they are on site.
Clients in regional WA often meet their adviser only by video. Your AI agent prepares packs and sends them ahead, so remote meetings are as useful as in person ones.
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 Perth financial advisers
Does it work on WA time?
Yes. Reminders, bookings and follow ups follow your Perth business hours.
Can it book around FIFO rosters?
Yes. It offers times that suit the client's roster and confirms the booking.
See your AI agent handle a real advice week
A 20 minute online demo for Perth financial advisers, and a fixed monthly quote.
Book a demo