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Contact

Let's talk.

Thirty minutes, no pitch deck, no obligation. We'll talk through where the hours go in your practice and whether AI is worth your while — and if it isn't, we'll say so.

Book directly

Pick a time that suits — the calendar handles time zones and sends a Zoom link automatically.

Prefer email?
david@baxadvisory.com.au

Straight to the founder. Replies within one business day.

What to expect on the call
  • A straight conversation about your practice, not a sales script
  • Honest views on what's worth automating — and what isn't
  • A clear next step, whether or not it's with us
Location

Based in Australia · Serving financial planning practices nationally