powered by OpenAI / ChatGPT

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 Advisers

Designed to align with regulations while enhancing efficiency and accuracy.

85%

Sales Growth

120%

Engagement

Instant Insights

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.

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.

Save Time. Improve Strategy Thinking. Enhance Your Client Advice.

Start your 7-day free trial today – No credit card required! With AdviserBuddy AI, you can generate professional, tailored strategy ideas in seconds, saving you valuable time and allowing you to focus on delivering smarter, more strategic advice to your clients.

Our Services

What Makes AdviserBuddy AI Different?

AdviserBuddy AI stands out due to its powerful features tailored specifically for Australian financial advisers. Powered by OpenAI’s advanced models, it simplifies the advisory process, providing high-quality strategy ideas in seconds, while giving you full control and ensuring compliance.

Powered by OpenAI’s Most Advanced Models

Powered by OpenAI’s Most Advanced Models

Utilizing OpenAI’s advanced models, AdviserBuddy AI delivers high-quality insights tailored to Australian financial advisers, providing reliable and accurate results.

Super Simple Free-Text Input

Super Simple Free-Text Input

Forget about complex forms and dropdowns. Just type what you know, and the AI will generate personalized strategy ideas based on your input.

AI-Generated Strategy Ideas in Seconds

AI-Generated Strategy Ideas in Seconds

Save valuable time by getting structured, professional strategy ideas in seconds, allowing you to focus on delivering high-quality advice to your clients.

Compliance-Friendly, Adviser-Controlled

Compliance-Friendly, Adviser-Controlled

AdviserBuddy AI supports your process, but you remain in charge. All generated ideas comply with regulations, ensuring you stay in full control of your client’s advice.

Our Pricing

The Best Price Just For You

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Personal Plan

$49,9
Billed Annually

Enterprise Plan

$149,90
Billed Annually

Business Plan

$89,90
Billed Annually

Basic Plan

$49

/week

Best for: Individual advisers looking for AI-generated strategy ideas.

Pro Plan

$99

/week

Best for: Advisers wanting unlimited AI-generated strategy workflows.

Business Plan

Call Us

Best for: Large financial planning firms & dealer groups.

Why AdviserBuddy AI Works for You

AdviserBuddy AI empowers financial professionals with cutting-edge AI tools, making their work faster, smarter, and more efficient. Here’s how it benefits you:

Boost Productivity

Save hours of manual work with AI-driven automation that streamlines your workflow.

Smarter Decision-Making

AI-powered insights help you create more effective financial strategies with ease.

Effortless Compliance

Automate compliance checks to reduce errors and meet industry regulations effortlessly.

Earn More with AI

Enhance client services, improve efficiency, and unlock new revenue opportunities.

Start transforming your financial advisory work with AdviserBuddy AI today!

Why Advisers Trust AdviserBuddy AI

AdviserBuddy AI is transforming financial advice by helping professionals save time, improve strategies, and streamline workflows. With hundreds of advisers and firms already benefiting, it’s time to experience the power of AI-driven efficiency.

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Advisers Using AI to Save Time
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AI-Generated Strategy Recommendations
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Financial Firms Benefiting from AdviserBuddy AI
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Hours Saved Per Week On Average Per Adviser
Testimonials

What Advisers Say About AdviserBuddy AI

Advisers and financial firms worldwide are experiencing the power of AI-driven efficiency. From saving hours on admin tasks to generating smarter strategy recommendations, hear how AdviserBuddy AI is transforming their workflow.

AdviserBuddy AI cuts my post-meeting strategy work from hours to minutes. It’s like having a second brain focused purely on strategy

Liam R., Senior Adviser, Crestpoint Financial

I use it after every client meeting—it helps me spot strategies I might’ve missed and makes the whole advice process smoother.

Natalie M., Financial Planner, Ironwood Wealth Group

We’ve rolled it out across our advice team. It saves time, improves consistency, and helps our advisers work smarter.

Darren K., Practice Principal, Summit Advisory

Our Blog

Latest Blog & Articles

Stay ahead of the curve with expert articles, industry trends, and AI-powered strategies to help you work smarter. Explore our latest blog posts and discover how AI is shaping the future of financial advice.