AI Automation for Financial advisers in Perth

For most financial advice practices, the same handful of jobs eat the week - booking annual reviews, renewing fee consents, collecting fact-find data, and assembling compliance records. Here is where Perth financial advisers lose the most time and money:

1. Annual reviews and ongoing fee consent renewals are tracked manually, risking missed deadlines and lost fee revenue.

2. Collecting updated fact-find information and statements before a review is a repetitive chase every cycle.

3. Fee disclosure and consent records are assembled by hand, which is slow and error-prone.

4. New-client enquiries sit while advisers are in back-to-back appointments and paraplanning.

None of these are your actual trade or service. They are the repetitive admin wrapped around it - which is exactly the work that can be automated and owned in-house.

These are real flows we build with financial advisers - mapped to your workflows on the tools you already run (Xplan, AdviserLogic, Midwinter, Class), not generic templates:

Ongoing-service cycle. Each client's review and fee-consent date triggers the booking request and chases until the meeting is locked in, before any deadline lapses.

Pre-review data collection. Updated statements, fact-find details and risk information are requested and chased automatically so reviews start with a complete file.

Consent and FDS records. Fee disclosure and ongoing-fee consent documents are prepared consistently for each client and logged for the compliance trail.

New-enquiry response. Website and referral enquiries get an instant acknowledgement and a discovery booking link before they look elsewhere.

Review follow-up. After each review meeting, action items, documents and the next steps are sent to the client automatically.

We start with whichever of these is costing you the most right now, so you see something working early rather than at the end.

Over six to twelve weeks, shaped around your business and your heroes. Done with you, not to you.

Map and diagnose. We sit with your team and map your real workflows, then pick the automations with the best payback.

Build along, together. Weekly working sessions where your people - your client services manager or paraplanner is the typical hero - build real automations on your own tools, with us beside them.

We build the hard parts. The genuinely tricky, integration-heavy or compliance-sensitive flows we build with your team so they learn by seeing it done.

Independence and handover. Your heroes run solo. We leave a documented playbook and an optional low-touch get-unstuck line. No retainer required.

Most Perth financial advisers have two options today: pay an agency a retainer that never ends, or try it themselves and watch the pilot quietly die because nobody owns it.

buildAutomation is the third way. One investment that ends, not a cost that never does. Your people make changes instantly instead of raising a ticket. The capability stays and compounds in-house instead of walking out the door with a contractor. And you finish with live automations running your business, not a slide deck of ideas.

See exactly how buildAutomation works.

A Perth business running on a two-hour time gap from the eastern states loses real money every time an enquiry sits unanswered overnight, so owning your own automation for after-hours quote responses and follow-ups pays off faster here than almost anywhere. From Osborne Park professional services to Malaga trades and Canning Vale logistics yards, the win is keeping the system in-house once your own admin hero can run it, rather than renting it from an agency on the other side of the country. Perth's economy leans heavily on mining services and the trades that feed it, with industrial estates like Welshpool, Malaga and Wangara packed with SMEs supplying FIFO and resources clients on tight turnaround.

We run buildAutomation with financial advisers right across Perth - including Perth CBD, Joondalup, Osborne Park, Fremantle, Malaga, Canning Vale - in person where it helps and remotely where it does not. 13Labs is a Melbourne software studio, and the program is the same wherever in Western Australia you are: train your team, build the hard automations together, and leave the capability behind so you own it.