Instantly Generate Strategy Ideas

AdviserBuddy AI helps Australian financial advisers save hours and improve strategy thinking. Get structured, professional strategy recommendations in seconds.

3460+ Satisfied Clients

180+

Brands Joined

85%

Sales Growth

Why Choose Us

Save time, enhance strategy thinking, and deliver better financial advice effortlessly.

Instant, Structured Ideas

Generate expert-level financial strategies in seconds, covering tax, investments, and more.

You Stay in Charge

AI suggests, but you review and personalize recommendations before implementation.

Built for Australian Advisers

Designed to align with ASIC regulations while enhancing efficiency and accuracy.

85%

Sales Growth

120%

Engagement

Why AdviserBuddy AI is the Best Choice?

Unlock Smarter Financial Advice with AI

AdviserBuddy AI empowers you to deliver expert financial advice faster, with enhanced strategy thinking and no more time wasted on manual research.

Instant Results

Receive tailored financial strategies in just seconds, ready to integrate into your client advice.

Fully Customizable

You stay in control with personalized strategy suggestions, ensuring that every recommendation fits your client's needs.

Comprehensive Solutions

Covering tax, super, estate planning, and more, our AI helps you build well-rounded strategies for your clients.

How It Works?

AdviserBuddy AI simplifies and accelerates the financial advising process in just 3 easy steps:

Enter Key Client Details

Input essential information about your client’s goals, financial situation, and strategy areas to focus on.

AI Generates Tailored Strategy Ideas

Our AI instantly generates structured, customized strategy ideas tailored to your client’s unique needs and financial objectives.

Review, Personalize & Implement

Review the AI-generated suggestions, refine them as needed, and integrate them into your advice process with ease.

Our Services

Why AdviserBuddy AI Works for You

Leverage the power of AI to deliver faster, smarter financial strategies and provide expert advice in less time. Explore the key features below to see how we help you improve your advisory process.