AI-powered productivity tools purpose-built for the Australian advice industry.
We're building Advice Innovation Hub, a suite of tools to help advisers and their teams reduce turnaround time, meet compliance demands, and deliver advice more efficiently. We're exploring what AI can do when it's trained with deep industry knowledge.
Why Advice Delivery Still Feels So Manual
Despite the many tools already in market, delivering compliant, high-quality financial advice in Australia remains time-consuming and expensive.
Compliance remains complex
Meeting regulatory requirements adds layers of complexity to every advice case, turning simple advice into hours of careful documentation.
Processes are fragmented
Meetings, notes, research, strategy selection, documentation, and implementation often rely on disconnected tools.
Advice teams are overloaded
Client service officers, paraplanners, and advisers are stuck in repetitive tasks that could be streamlined or automated.
Reimagining Advice Delivery with AI: One Task at a Time
At Advice Innovation Hub, we're building a new generation of productivity tools to support advisers and their teams in doing more of what matters.
We believe the real opportunity with AI lies in training it to perform very specific, well-defined tasks, the same way you'd train a team member, with clear scope, examples of what success looks like, and the right support.
This approach takes a lot of effort, but it works. When AI is taught very specific details on how to think like a team member working in an advice business, and not just respond to generic prompts, it becomes a powerful tool for scaling up your processes, improving quality and saving time.
That's the foundation for the tools we're building:
Strategy Engine (Early Access Available Soon)
Quickly evaluates strategies suitable for a client based on their profile and compliance rules, using structured training and real-world expertise.
AI-Enhanced Note Taking (On Our Roadmap)
Summarises client meetings for faster file notes, better handovers, and improved compliance records.
Workflow Engine (On Our Roadmap)
Tracks every step from the first meeting to final implementation, helping your team manage complex advice cases without missing a beat.
These tools are built with one purpose: to reduce the manual, repetitive work involved in delivering great advice, without cutting corners.
Strategy Engine: Your AI Assistant for Intelligent Strategy Analysis in Minutes
Trained on real Australian strategies and rules, Strategy Engine helps you assess suitability, uncover opportunities, and reduce time spent on research, without replacing professional judgment.
Strategy Engine is the first product in the Advice Innovation Hub suite, and a working example of how task-specific AI can improve advice delivery today.
It takes client data and uses AI trained on real-world advice strategies and Australian-specific rules to produce a detailed analysis of what strategies may be suitable, all in just minutes.
Here's how it helps:
AI with rules, not just prompts.
Strategy Engine is trained on structured logic drawn from real adviser workflows, including contribution caps, tax thresholds, and compliance criteria, so it can evaluate suitability clearly and consistently.
Clear outcomes, not vague suggestions.
For each strategy, the system determines whether it's suitable, not suitable, or not recommended, and where relevant, provides supporting details like available contribution thresholds or estimated tax savings.
Supports, not replaces, adviser judgment.
The final recommendation always rests with the adviser. Strategy Engine simply streamlines the research and strategy formulation process, like a fast-thinking assistant that can analyse thousands of data points in minutes.
This is just the beginning. Over time, we'll expand Strategy Engine to handle more strategy types, even deeper analysis, and tailored recommendations, all grounded in Australian-specific advice standards.
Security & Compliance-Ready by Design
Protecting Your Client Data. Built for Australian Advice.
We understand the sensitivity of the data advisers work with, and we've built Advice Innovation Hub with that front of mind from day one.
Here's how we approach data protection and compliance:
Personal information is de-identified before being processed by AI.
Wherever AI is used within the app, we strip out names and sensitive identifiers before performing any analysis.
Two-Factor Authentication (2FA)
Standard for all user logins, helping ensure only authorised users access your data.
Data is encrypted in transit and at rest.
We follow industry best practices for encryption to protect your data every step of the way.
Clear audit trails.
Where applicable, actions and system responses are logged to support best practices in compliance and oversight.
We're committed to continuously evolving our security practices in line with industry standards and adviser expectations, so you can focus on your clients, not your infrastructure.
Custom AI Solutions
Have a Specific Process You'd Like to Automate? Let's Build It Together.
Every advice business works a little differently. That's why we also offer the ability to design and build custom AI-powered tools tailored to your unique workflows.
Whether it's:
A repetitive admin task
A multi-step workflow
Something unique to your internal processes
Or a completely new way to add value for clients that hasn't been possible, until now
we can help scope the task, train the AI with the right data and rules, and build something that fits directly into your team's workflow.
If you've ever thought:
"I wish there was a better way to do..."
We'd love to explore how we might be able to help.
Help Shape the Future of Advice Technology
We're Early, But We're Building with Purpose
Advice Innovation Hub is still in its early stages, but we've seen what's possible when AI is trained the right way, on the right tasks, with the right understanding of the industry.
We believe there's enormous potential to:
Reduce turnaround times
Free up adviser capacity
Improve compliance consistency
And even create new ways to serve clients
But we can't do it alone.
We're looking to connect with forward-thinking advisers, paraplanners, advice businesses, and licensees who are curious about what's possible, and ready to help shape the next generation of advice delivery tools.
Want to be part of it?
Let's talk.
Frequently Asked Questions
Q: Is this available to use now?
A: Strategy Engine is currently in active development, and we'll soon be onboarding a small group of early users. If you're interested in exploring early access, we'd love to hear from you.
Q: Is this just ChatGPT with prompts?
A: No. While we use large language models under the hood, we don't rely on generic prompting. Instead, we train the AI on very specific tasks, using structured data, logic, and industry-specific rules.
Q: Can this replace paraplanners or advisers?
A: Not at all. These tools are designed to support, not replace, human expertise. Strategy Engine helps speed up research and improve consistency, but advisers are always responsible for reviewing, refining, and approving recommendations.
Q: Is my client data safe?
A: Yes. We de-identify sensitive data before any AI processing, secure access with two-factor authentication (2FA), and use encrypted connections and secure storage.
Q: Can you build something custom for my firm?
A: Possibly! If you and your team have a repetitive, manual, or time-consuming task, or even an entirely new idea, that could likely be automated using task-specific AI. Get in touch and let's explore what's possible.
Q: Is this designed for the Australian market?
A: Yes. Everything we build is based on Australian-specific advice rules, including tax rates, superannuation thresholds, and contribution caps, to ensure recommendations are locally relevant.
Q: How much does it cost?
A: We're currently offering free access to early users while we continue building and refining the tools. If you're open to giving feedback and helping us improve, there's no cost to get involved right now.
Q: When will Strategy Engine be ready to use?
A: We're aiming to onboard our first group of early users within the next few weeks. If you're interested in testing it and shaping how it evolves, we'd love to hear from you.
A Note from the Founder
Hi, I'm David. I've spent over 20 years in and around financial advice, including 10 years as an adviser and another 10 building systems to support advice teams. And I've seen firsthand how complex, manual, and time-consuming advice delivery can be, even with today's tools.
I started Advice Innovation Hub because I believe there's a better way.
With AI evolving so quickly, we have an opportunity to rethink how we work, not just to save time, but to improve the quality, consistency, and experience of delivering advice.
My focus is on building tools that actually work in practice, practical, useful, well-considered systems that reflect how advice is really delivered, and how it might be done better.
If you're an adviser, paraplanner, or licensee and any of this resonates, I'd love to hear from you. The product is still early, but the vision is clear. And I'm keen to build it in collaboration with other tech-curious, forward-thinking advisers and teams who are open to exploring new ways of working and seeing what AI can really do.
Thanks for reading.
David Deegan
Founder of Advice Innovation Hub