AI for wealth firms that keeps the adviser in charge.

• Opportunity & Readiness Assessment

  1 to 2 days · from $2,000 + GST

  We map client onboarding, advice preparation, reporting and the back office, and show where AI would save the most time and what stands in the way.

• AI Governance & Responsible AI

  2 to 4 days · from $4,000 + GST

  An AI policy, the list of approved tools, supervision and record-keeping rules, and a clear line on what client information can go into a model.

• Intelligent Document Automation

  from 2 days · from $4,000 + GST

  Extracting and summarising statements, fact-finds and other client documents, and drafting file notes and reports for an adviser to review.

• Knowledge Assistants (RAG)

  from 3 days · from $6,000 + GST

  Search and question-answering over research, product information and internal procedures, with sources shown so the answer can be checked.

• AI Training & Upskilling

  per workshop · from $2,000 + GST

  Workshops for advisers and support staff on using AI tools well, safely and within the firm’s policy.

Day rate $2,000 + GST per day. Scope and price are confirmed before work begins.

• Exchange Trade Products researchNotes from ETFtracker on who is buying what in the Australian ETF market, written from its own dataset.Read more
• AI governance and assuranceProvenance, model behaviour, human-in-the-loop controls and audit trails.Read more
• Our approachHow we decompose workflows, manage context and keep experts in the loop.Read more

Can a wealth firm use AI with client information?

It depends on where the data is processed, what the vendor’s terms allow them to keep or train on, and how outputs are supervised. We map those data flows before anything is built and design the workflow around your obligations. We do not give legal or regulatory advice, and your compliance function decides what is acceptable for your firm.

Will AI give advice to clients?

Not in the systems we build. They prepare documents, summaries and research for an adviser, who remains responsible for what the client receives.

Where does AI help most in a wealth practice?

In document-heavy and repetitive work: reading statements and client documents, preparing file notes and reports, searching internal procedures and research, and drafting routine client communications for adviser review.

Where should a wealth firm start with AI?

With an Opportunity & Readiness Assessment of one to two days, which maps your workflows, data and tools and ends with prioritised next steps. If you already know the priority, we can start with governance or a single workflow instead.

What does it cost?

Our day rate is $2,000 + GST. An assessment runs one to two days, and the full price list is on the services page. Scope and price are confirmed before work begins.