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Our Work

AI automation for financial advice practices, running end to end.

Don't take my word for it. Watch it run. Every recording below is a real automation, uncut, with the run time on screen. They run on a sample practice rather than a client's, so you can see the whole thing working without anyone's data being on camera.

01 · Onboarding

A new client onboards themselves.

Onboarding a new client costs most practices about an hour of admin before anyone has given a scrap of advice. Folders, CRM, intake forms, the same details rekeyed over and over. Here is that hour, done in under ten seconds.

  • The client fills in the practice's own website enquiry form. That is the only human step.
  • A ten-folder client file tree builds itself, their name on every folder, matching how the practice already files.
  • Their details land in the CRM, on the pipeline, at the New Enquiry stage. Nothing typed.
  • Initiation documents generate and file themselves, each one listing what is still to collect.
  • One email to the adviser to say it is done.

There is no AI anywhere in it. Not one model saw a client's details. Most of the admin drowning a practice does not need AI. It needs to be built properly.

Recorded in one take. The client name is typed on camera, then appears in the folder titles, the CRM card and inside the generated documents.

02 · Ongoing service

Fee consent, chased by text message.

Consent season is the one job in a practice where a missed reply costs real revenue. This one sends the request, reads the client's reply and answers it, and records the outcome, with a person approving before anything goes out.

  • The consent request goes out by SMS from a dedicated Australian number.
  • The client replies in their own words. A question gets answered, a stop is honoured immediately, and a yes triggers the fee consent form for electronic signature by email.
  • Opt-outs run on a fixed rule that never reaches the model, so "stop" always means stop.
  • Round trip on a live reply: about four seconds.
  • Everything is hosted in Sydney. Client information does not leave the country.

Built and verified 4 August 2026. The recording covers the text conversation, which is the part practices find hardest to believe. The signing hand-off runs on the e-signature tool the practice already uses.

A real conversation on a real phone, in one run. The questions were typed live and nothing was scripted on the client's side.

03 · Intake and reporting

An assessment that scores and reports itself.

This one you do not have to watch. It is running on this website right now and you can put it through its paces yourself.

  • Twelve questions, about three minutes.
  • Answers are scored against a model of where advice practices actually lose time.
  • A written, personalised readiness report lands in your inbox within a minute or two.
  • Nobody touches it in between.

The same shape works for a client intake form, a risk profile questionnaire or an annual review pack. The report is yours either way, and there is no pitch attached to it.

Run it yourself →

Question one of twelve, exactly as it appears on the site. The button to the left is the live version.

The honest version

What these recordings are, and what they are not.

They are real, and they are not yours

Every one of these runs on a sample practice built for the purpose, so nothing on screen belongs to a client. In a real engagement the same work runs in your document store, your CRM and your own forms, structured the way you already file.

A person approves anything a client sees

Nothing reaches a client without someone saying yes first. That is a design rule, not a setting, and it does not get switched off because a run is going well.

AI only where the job needs it

The onboarding build uses none at all. The consent build uses it for one job, reading a reply, and opt-outs are handled by a fixed rule that never touches a model. Restraint is the point.

Website design and SEO

We also specialise in web design and search optimisation.

Websites and search for advice practices, built by a former practice principal and measured before and after in Google's own data. Here is one, with the numbers.

Advance Minds · Sydney · a practice website, before and after

The work gets measured, and the client gets the numbers.

Not an advice practice, and that is the point of showing it. Every website engagement gets the same treatment: a baseline taken before anything changes, one measurement window per phase, and a report the client can check against Google's own data.

  • Click-through rate 0.85% to 1.32%.The one number that was falling before the work started. Now more than half again as many people click.
  • Average position 27.7 to 14.9.Page three to page two. Two thirds of that came from the search work, before the site looked any different.
  • Online bookings doubled, 5 to 10.Small numbers across matching 13-day windows, so read the direction rather than the decimal. For an advice practice, five more self-booked enquiries a month is a new client a month on a modest close rate.

What we do for practice websites →

Click-through rate across three 13-day windows Before 0.85 percent, after the search work 1.06 percent, after the new design 1.32 percent. Before: 0.85% 0.85% Before After search work: 1.06% 1.06% Search work After new design: 1.32% 1.32% New design
Click-through rate, three equal 13-day windows, Google Search Console. Deployment periods excluded so no window measures a half-finished site.

The same discipline runs my own practice. See how Bax Advisory itself is run →

Next Step

Which of these would you want first?

That is genuinely the conversation. Thirty minutes on how your practice actually runs, and an honest answer on whether there is enough here to be worth doing.

Book thirty minutes → Take the 3-minute AI-readiness check

Prefer email? david@baxadvisory.com.au