Faq

Frequently Asked Question

Got questions? We’ve got answers! Below are the most common questions about AdviserBuddy AI, how it works, and what you need to know before signing up.

What is AdviserBuddy AI?

AdviserBuddy AI is an AI-powered tool that helps financial advisers generate strategy ideas, streamline paraplanning requests, and automate compliance checks. Instead of spending hours on research and admin, advisers can use AI to instantly generate super, tax, investment, and estate planning strategies.

Is AdviserBuddy AI a robo-adviser?

No. AdviserBuddy AI does not provide direct financial advice to clients. It assists financial advisers by brainstorming strategy ideas and streamlining non-client-facing tasks—but advisers remain in full control of their recommendations.

Who is AdviserBuddy AI for?

Financial Advisers & Planners – Get instant strategy ideas & automate compliance tasks.
Paraplanners – Speed up SoA drafting with structured AI-generated content.
Compliance Teams – Cross-check SoAs with fact finds and file notes for accuracy.
Enterprise Financial Firms – Scale advice processes while maintaining compliance.

What strategy areas does AdviserBuddy AI cover?

AdviserBuddy AI provides instant strategy ideas for:

Superannuation (TTR, contributions, pension strategies)
Tax Planning (salary sacrifice, CGT strategies, negative gearing)
Investments (asset allocation, diversification, direct shares vs managed funds)
Debt Management (debt recycling, refinancing, accelerated repayments)

It helps advisers consider a wide range of strategies, ensuring nothing is missed.

How does AdviserBuddy AI generate strategy ideas?

The tool uses OpenAI’s most advanced models, trained with industry best practices, to generate AI-powered financial planning strategies based on the details you enter.

Advisers input:

AdviserBuddy AI then produces structured strategy recommendations in seconds.

How many strategy requests do I get?

AdviserBuddy AI provides instant strategy ideas for:

Is AdviserBuddy AI compliant with ASIC regulations?

AdviserBuddy AI is a research and strategy tool, not a financial advice platform. It does not replace adviser judgment, AFSL processes, or compliance obligations.

Advisers must review all AI-generated strategies and ensure compliance before implementing them.

Can I use AdviserBuddy AI’s output directly in a Statement of Advice (SoA)?

No. AdviserBuddy AI provides strategic ideas only—it does not generate complete SoAs. Advisers must review, refine, and tailor AI-generated content before using it in client recommendations.

Pro users can access AI-generated paraplanning request summaries to speed up SoA preparation.

Does AdviserBuddy AI store client data?

No. AdviserBuddy AI does not store, retain, or log any user-entered data beyond the immediate session.

✅ Users must not enter personally identifiable information (PII)—all data should be generic and anonymized.

🚨 Example of Allowed Input:
✔️ “Client in their 50s, earns ~$140K, has ~$950K in super, owns an investment property.”

🚨 Example of Prohibited Input:
❌ “John Smith, age 54, lives at 123 Main St, has $950,325 in super with XYZ Super Fund.”

How much does AdviserBuddy AI cost?

We offer simple, transparent pricing with no lock-in contracts:

Plan Price Features

Basic $50/week 10 strategy requests per week

Pro $150/week Unlimited strategy requests + AI-powered paraplanning support

Enterprise Custom Pricing Full AI-powered compliance & workflow automation

What happens after my free trial?

After your 7-day free trial, your subscription automatically starts unless you cancel before the trial ends.

Cancel anytime through your account settings—no hidden fees, no lock-in contracts

What is AdviserBuddy AI Agent?

AdviserBuddy AI Agent is an upcoming AI-powered autopilot for advisers. It will:

Coming soon for Pro & Enterprise users

Genera Question

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Can social media marketing really help my business?

What are the benefits of social media marketing for my company?

Who is AdviserBuddy AI for?

Is social media marketing better for B2C or B2B businesses?

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