I created AdviserBuddy AI because I experienced firsthand how powerful AI can be in financial planning—and I knew others could benefit too 

Working in a large financial planning firm, I oversaw the advice process and worked closely with advisers every day. We were constantly discussing strategies—retirement planning, social security eligibility, aged care options, investment structures, tax efficiencies. It was always about finding the best solutions for clients, thinking through every angle, and considering strategies we may have overlooked. 

A few of us started experimenting with ChatGPT to help us brainstorm strategies. We’d feed in client details and ask about pension contributions, tax minimization, social security entitlements, investment structuring—whatever was relevant to the case. What we found was that ChatGPT could generate ideas we hadn’t even thought of. It wasn’t just about confirming knowledge—it was about uncovering new possibilities. 

But there was a catch: getting great outputs required knowing exactly how to prompt it, what details to include, and how to frame the questions. That’s when the idea for AdviserBuddy AI was born. 

I wanted to build an interface that made this process seamless—where financial advisers could simply input a client scenario in natural language and instantly receive high-quality, strategic insights. No fiddling with complex prompts. No second-guessing. Just a fast, intuitive way to surface valuable strategy ideas that could benefit clients and save advisers hours of manual research. 

AdviserBuddy AI is built for financial advisers. It’s designed to fit into your way of working, enhance your strategy discussions, and uncover new opportunities for your clients—faster than ever. 

If you’re a financial adviser looking for a smarter, more efficient way to generate strategy ideas, I invite you to try AdviserBuddy AI. I built it because I needed it myself. Now, it’s here for you. 

Let’s make financial advice smarter, together. 

— Brendan Jordan 

Founder, AdviserBuddy AI