An AI agent for Sydney financial advisers.
File notes, fact finds, reviews and renewals handled. You give the advice.
For Sydney financial advisers
Sydney practices often look after business owners and professionals with complex affairs, from family trusts to large mortgages. An AI agent keeps the fact find and file notes complete, so advisers can focus on the hard questions.
High Sydney property prices mean many clients bring questions about property, debt and helping children buy a home. Your AI agent records those goals clearly in the fact find for the adviser to work through.
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 Sydney financial advisers
Do you support practices across Greater Sydney?
Yes. Setup is online for practices from the Central Coast to Campbelltown and the Blue Mountains.
Can it help with business owner clients?
Yes. It collects company, trust and super details for the adviser and the client's accountant to review.
See your AI agent handle a real advice week
A 20 minute online demo for Sydney financial advisers, and a fixed monthly quote.
Book a demo