AI Workshops & Training for Financial Planning

Financial advisers, wealth managers, and retirement planning specialists. These are the specific problems we see financial planning businesses bring to us:

1. Collecting and organising client financial documents. Our approach: available for individual firms or open multi-company sessions. This directly addresses the way financial planning professionals actually work.

2. Generating compliant Statements of Advice. Our approach: delivered by someone who builds AI products daily, not a corporate trainer. This directly addresses the way financial planning professionals actually work.

3. Tracking review meeting schedules across client portfolios. Our approach: post-workshop adoption tracking at 30, 60, and 90 days. This directly addresses the way financial planning professionals actually work.

4. Maintaining records for ASIC compliance and audits. Our approach: available for individual firms or open multi-company sessions. This directly addresses the way financial planning professionals actually work.

Based on the challenges above, here are the applications we recommend for financial planning businesses:

Document Management: Secure client document upload and organisation. Learn how to build a document management.

Customer Portal: Portfolio overview and meeting scheduler. Learn how to build a customer portal.

Task Manager: Advice register and regulatory deadline tracking. Learn how to build a task manager.

Each of these can be customised to your specific financial planning workflows. We scope the exact features you need during a free consultation.

We measure success by real business outcomes, not feature lists. For financial planning businesses, the key metrics are:

Funds under advice: We set up tracking from day one so you can see the impact in real numbers.

Client retention rate: We set up tracking from day one so you can see the impact in real numbers.

Review meeting compliance: We set up tracking from day one so you can see the impact in real numbers.

Tech adoption in financial planning is at the medium level. About half of financial planning businesses now use some form of digital tools. But most are using off-the-shelf products that only partially fit. Custom software built around your actual workflows is the next step.

Typical investment: $1500-4000. Most financial planning clients see measurable ROI within the first month.

Discovery. You tell us about your financial planning business: what is working, what is not, and what you wish you had. We ask about your current tools, team size, and daily workflows.

Scoping and quote. We define exactly what we will build and send you a fixed-price quote. No hourly rates. For financial planning projects, this usually falls within $1500-4000.

Build. We build your solution, typically within Half-day to 2-day workshops. You talk directly to our founder and lead engineer. No project managers or middlemen.

Launch and handover. We deploy, walk your team through everything, and provide ongoing support. You own all the code and data.

Strong financial services sector with many independent advisers in CBD, South Melbourne, and affluent eastern suburbs

We have worked with financial planning businesses across Melbourne's inner suburbs, outer suburbs, and regional Victoria. Whether you are based in the CBD, Fitzroy, or Geelong, we can meet in person or work remotely.