Answer 15 questions about your practice and get a complete AI system built around your software, client mix and AFSL obligations. Compliance-aware. Ready in 15 minutes.
You know AI should be saving your practice hours every week. It just hasn't happened yet.
Statements of Advice are the most time-consuming deliverable in the practice. You know the work is repetitive - but you're not sure which parts are safe to hand to AI without compliance risk.
FDS letters, review meeting prep, portfolio commentary, client update emails - it piles up fast. There's never enough capacity to deliver the review experience your clients deserve.
Your AFSL has obligations around client data, record-keeping and advice documentation. You need to know exactly what you can use - and what your licensee requires you to document.
There's no firm-wide approach to AI. One adviser uses it for emails, another doesn't use it at all. Without a consistent system, the efficiency gains aren't materialising.
The more time your advisers spend on documentation, emails and compliance prep, the less time they have for the high-value client conversations that actually grow the practice.
XPLAN, Midwinter, Adviser Logic - the software wasn't designed with AI in mind. You need guidance on what actually integrates, what doesn't, and where to start without disrupting your workflows.
VentureAI builds a complete AI system around your practice - in 15 minutes.
Build my practice AI planTell us about your practice. Get a complete AI system built around it.
Answer 15 questions about your firm size, software (XPLAN, Midwinter, etc.), client mix, AFSL obligations and biggest time drains. Takes about 15 minutes.
Your plan is generated based on your exact profile - the right tools, compliance-aware prompts for your workflows, an AFSL guide, and a 90-day roadmap tailored to your practice.
Access your dashboard, work through your roadmap, use your custom prompt library and track hours recovered from SOA prep, reviews and admin each week.
Built specifically for your practice - your software, your client types, your AFSL obligations.
Built around your practice size, software stack (XPLAN, Midwinter, Adviser Logic), client mix and biggest time drains. Specific to how your practice runs - not generic advice.
15-30 prompts written for financial planning workflows - SOA sections, FDS letters, review meeting agendas, portfolio commentary, referral emails and client update communications.
A phased rollout built around your review calendar and compliance obligations. No disruption to your busiest periods - a plan that fits how a financial planning practice actually operates.
Exactly which AI tools are safe for client financial data under your AFSL obligations and the Privacy Act. What to document. What to tell clients. What your licensee needs to know.
A ready-to-customise AI policy for your practice and an onboarding framework to get every adviser using the right tools consistently - with appropriate documentation trails.
Track time recovered on SOA prep, review admin and client communications. Prove the efficiency gains to your practice principals and demonstrate ROI on the investment.
“SOA prep was consuming two days per advice document. After implementing our VentureAI plan, our paraplanning team cut first-draft time by 60%. The AFSL compliance guide was exactly what we needed to move forward confidently.”
“Review season used to be brutal. Now I use the AI workflows from my plan to prepare meeting agendas, portfolio commentary and client emails in a fraction of the time. I'm seeing six more clients a week.”
“We'd been nervous about AI because of our AFSL obligations. VentureAI gave us a clear framework - what's permitted, what to document, and how to roll it out across the practice. It removed all the ambiguity.”
VentureAI isn't for every practice. Here's who gets the most out of it.
100% tax deductible for your Australian practice. GST invoice provided.
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Used correctly, yes. Your VentureAI plan includes a specific AFSL compliance and privacy guide covering what AI tools are permitted for client data, what records you need to keep, and what your licensee typically requires. The answer isn't "don't use AI" - it's "use AI with the right protocols in place."
Yes. When you tell us your software stack, your plan and prompt library are built specifically around those tools. You'll get guidance on where AI augments your existing workflows rather than requiring you to change platforms.
Yes - specific sections of the SOA process are highly repeatable and well-suited to AI assistance: drafting client situation summaries, strategy rationale sections, risk profile commentary and cover letters. Your plan identifies exactly which parts are safe to accelerate and how.
No. VentureAI is an interactive platform. You answer questions about your practice, and the platform generates your personalised plan. No videos, no modules. You get a working system built around your practice in about 15 minutes.
About 15 minutes to complete the questionnaire. Your personalised plan is generated automatically when you finish and is available in your dashboard immediately.
Yes. VentureAI is a business software subscription, 100% tax deductible for Australian businesses. A GST invoice is provided for every payment.
Every SOA, every annual review, every week of admin that keeps your advisers from clients - it adds up. Get your personalised plan and start recovering hours this week.
15 minutes to complete. Built for your practice. Cancel anytime.
Build my practice AI plan - free to startNo credit card required to get started