Start from information already gathered
Client submissions and meeting extraction help populate the fact find. Review the source, resolve gaps and confirm the details before using them in advice.
Explore the options together
Help clients see what their choices could mean.
Bring the household position into a conversation about the choices ahead. Explore insurance needs, lending, cash flow, KiwiSaver, investment and retirement scenarios using recorded client information. Adjust inputs together and discuss the assumptions behind the result. AI extraction and document drafting help prepare the material, while you assess the options and explain your recommendation.
Compare choices in the conversation
Explore household needs and planning scenarios with the relevant inputs and assumptions available for discussion.
Carry the reasoning into the draft
Use the recorded facts, analysis and recommendation to support advice document preparation, then review the wording and evidence.
Inside the workflow
Less between you
and the work that matters.
Connect discovery, analysis and recommendation
Scope, disclosure, fact finding, analysis and advice share the client context. Insurance needs analysis, LVR and serviceability tools, KiwiSaver risk profiling and planning scenarios support different parts of that journey. Your team can build on the information already gathered while checking that it remains complete, current and relevant to the agreed scope.
Make the assumptions part of the discussion
Save a scenario, adjust a contribution or explore a different retirement date. Use the resulting illustration to discuss priorities and uncertainty with the client. Check fees, tax, inflation and timing before comparing results. The model informs the conversation, and the recorded rationale helps explain why you consider a recommendation suitable.
The detail matters
Good questions.
Straight answers.
Scope, setup and responsibility. Know where the boundaries are before you begin.
Does AI choose the recommendation?
No. You decide scope, suitability and the recommendation. Review AI drafts and extracted facts against the client record and original sources before relying on them.
Are planning results guaranteed outcomes?
No. Scenarios illustrate their inputs and assumptions. Actual outcomes can differ. Check timing, fees, tax and inflation, and explain the relevant uncertainty when comparing results.
Do lending calculations amount to lender approval?
No. LVR and serviceability tools help prepare the lending case. The lender verifies the information, assesses the application and decides under its own criteria.
The next conversation
Your practice.
With more room for advice.
Tell us about your team, your clients and the work getting in the way. We can explore the fit together, with scope and costs agreed before you commit.
Enquire about the next intakeHow the move works