Services
No menu of packages, no pricing games. Every engagement starts the same way — with a proper look at your practice — and grows only where the value is obvious.
The Path
AI projects fail when they start with a tool instead of a diagnosis. We do it in the right order.
The front door. We map how your practice actually runs — workflows, systems, data, compliance obligations — and hand you a prioritised, practical roadmap of where AI will pay for itself first.
We build what the roadmap calls for — workflow agents, automations, and the connective tissue between the systems you already run. Penny, our AI executive assistant for advice practices, does her work here.
A fractional AI lead for your practice. We keep what we've built sharp, keep you ahead of what's changing, and keep finding the next hour worth winning back.
Where The Work Lands
The roadmap usually finds two kinds of opportunity — and they compound each other.
The repetitive admin between advisers and clients, handled: consent chasing, review booking, signature follow-up, review pack prep. Advisers approve; agents do the legwork.
See what these look like →Dashboards and operations agents that give principals a live picture of the practice and a daily brief on what actually needs attention. We run our own business this way — and we're productising it as Bax OS.
Follow the Bax OS build →How We Work
Every solution is designed around your AFSL obligations and the DBFO reforms from day one — not retrofitted after the fact. Client-facing steps keep a human in the loop, and everything leaves a trail.
We're not here to rip out Xplan or replatform your practice. The value is in the glue: making the systems you already pay for work together properly.
If we can't explain a recommendation in plain English, we don't understand it well enough to make it. No jargon, no AI theatre, no acronym soup.
What we build, you own and understand. If we're not earning our place every quarter, you should be able to walk — so we build it that way.
Next Step
Thirty minutes, no obligation. We'll talk through where the hours go in your practice, and whether an assessment is worth your while.
Prefer email? david@baxadvisory.com.au