For enterprise financial planning businesses, scale brings opportunity—but also complexity. As client volumes grow and adviser networks expand, generating consistent, high-quality strategies quickly becomes a bottleneck. 

AdviserBuddy AI is purpose-built to solve this. 

It gives large advice businesses the ability to instantly generate smarter, more compliant strategies—saving time, reducing admin, and delivering more value to clients. 

The Enterprise Challenge 

For many larger firms, strategy development after client meetings is still: 

• ❌ Manual and time-consuming – Advisers spend hours researching super, tax, and investment strategies 
• ❌ Inconsistent – Strategy quality varies depending on the adviser’s knowledge, experience, or memory 
• ❌ A drag on efficiency – High-value time is lost to admin instead of client-facing work 
• ❌ Difficult to scale – Growing the client base means growing adviser effort—unless you automate 

AdviserBuddy AI: Scale Strategy Generation Without Sacrificing Quality 

AdviserBuddy AI uses generative AI to automate post-meeting strategy development—instantly. 

With just a few lines of text, advisers receive a full suite of tailored strategy ideas in seconds. 

How It Works 

Step 1: Simple Free-Text Input 

After a client meeting, advisers enter: 

• Client Goals 

(e.g. Retire at 60, reduce tax, increase super balance) 

• Strategy Areas to Explore 

(e.g. TTR, debt recycling, estate planning, super contributions) 

• Relevant Financial Details 

(e.g. salary, super balance, investment properties) 

There are no clunky forms—just free-text entry supported by helpful hover guidance. 

Step 2: Instant AI-Generated Strategies 

AdviserBuddy AI immediately returns a list of personalized, well-structured strategy suggestions across areas like: 

• Superannuation 

• Tax Planning 

• Investment Strategy 

• Estate Planning 

• Debt Management 

Step 3: Review, Refine, Deliver 

Advisers use the output as a foundation to: 

• Refine and tailor advice 

• Save hours on research and paperwork 

• Streamline the preparation of advice documents (e.g. ROAs/SOAs) 

Built for Large Advice Firms 

The Enterprise Plan includes features designed specifically for scaled teams: 

• Centralized Reporting – Track tool usage and adviser engagement across your business 

• Dedicated Onboarding & Support – Priority access to our support team for setup, rollout, and ongoing training 

• Volume Licensing & Flexible Pricing – Tailored pricing for large adviser teams and licensees 

• Scalable Access – Deploy AdviserBuddy AI across your entire network without disrupting existing workflows 

Results That Matter 

✔️ Advisers save 2+ hours per day on strategy work 

✔️ Faster, more consistent advice output across teams 

✔️ Improved client outcomes through broader, smarter strategies 

✔️ Advisers focus more on planning and relationships—not admin 

Getting Started Is Easy 

Every user starts with a 7-day free trial. There’s no setup delay or complicated integration. 

If your firm is interested in enterprise pricing or rolling AdviserBuddy AI out across a large team, simply [get in touch with us here] (Contact CTA). 

AdviserBuddy AI is the fastest way to scale smarter advice. 

It’s not replacing advisers—it’s helping your entire business deliver better strategies, faster. 

Let your advisers focus on what matters most: your clients.