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Financial Planning & Advisory

Every Client Enquiry Handled — After Hours and On Your Busiest Days

Oliver is your firm's 24/7 AI assistant. He handles retirement planning enquiries, books review appointments, answers SMSF and insurance questions, and captures every new client call — so your advisers focus on building wealth, not answering the phone.

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Oliver
Financial Planning AI Assistant
  • Retirement planning enquiries
  • SMSF setup & admin queries
  • Portfolio review scheduling
  • Insurance review requests
  • Tax strategy consultation booking
Talk to Oliver Now →
78% of financial advisers say missed calls cost them high-value clients each month Financial Planning Association surveys
$8,200 average annual fee revenue per new financial planning client in Australia ASIC MoneySmart & industry benchmarks
41% of enquiry calls to financial planning firms arrive outside business hours Talking Widget usage data
$52K average annual cost of a financial services receptionist or practice admin SEEK salary data 2025

How It Works

Up and Running in Three Steps

Oliver is configured for your practice in under 48 hours — no IT team, no complex integrations, no disruption to your workflow.

Tell Oliver About Your Practice

Share your services, adviser roster, appointment types, and any questions your clients commonly ask. Our team pre-trains Oliver with your specific practice knowledge — retirement planning focus, SMSF specialisation, insurance capabilities, and more.

Setup: 15 min briefing call

Embed One Line of Code

Paste a single script tag into your website — any platform, including XPLAN Practice Intelligence sites, WordPress, Squarespace, or a plain HTML page. No plugins, no frameworks, no dependencies. The widget appears instantly.

Technical: one line of code

Oliver Handles Every Enquiry

From retirement planning enquiries and SMSF questions to insurance reviews and portfolio bookings — Oliver handles them all 24/7. Qualified leads are captured, appointments are booked, and your advisers wake up to a full pipeline.

Result: zero missed opportunities

Live Scenarios

How Oliver Handles Your Toughest Conversations

These are real conversation scenarios your practice faces every week. Oliver manages them professionally, capturing lead details and booking appointments without adviser involvement.

Retirement Planning

Retirement Planning Enquiry

A prospective client calls at 8pm asking about transition-to-retirement strategies. Oliver gathers their situation, explains the consultation process, and books an initial meeting with the most suitable adviser.

Oliver: "Thanks for calling Horizon Wealth. I'm Oliver, the practice's virtual assistant. Are you looking to explore your retirement options?"

Client: "Yes — I'm 58 and want to understand transition-to-retirement."

Oliver: "Absolutely. Our advisers specialise in TTR strategies. I can book you a complimentary 30-minute consultation — would Tuesday morning suit you?"

Insurance

Insurance Review Request

An existing client wants to review their life insurance cover after a major life event. Oliver captures their change-of-circumstances details, flags urgency, and schedules a review appointment with their adviser.

Oliver: "Hi, this is Oliver at Horizon Wealth. How can I help you today?"

Client: "We've just had a second child and I want to review our insurance."

Oliver: "Congratulations! Life events like this are exactly the right time to review cover. I'll flag this as priority and book you with Sarah this week."

Tax Strategy

Tax Strategy Consultation

A business owner calls before EOFY wanting to understand tax-effective investment strategies. Oliver qualifies their situation, captures key details, and books them with the right adviser before the EOFY deadline.

Oliver: "Horizon Wealth, this is Oliver. What can I help you with today?"

Client: "I need to reduce my tax before June 30th — looking at concessional contributions."

Oliver: "Good timing. I can book you an urgent consultation — we have availability this Thursday or Friday. Which works better?"

SMSF

SMSF Setup Enquiry

A couple enquires about setting up a self-managed super fund. Oliver explains the general setup process, asks qualifying questions about their combined super balance, and books an SMSF feasibility consultation.

Oliver: "Thanks for calling. Are you looking to explore whether an SMSF might suit your situation?"

Client: "Yes — we have about $400k combined and want more control."

Oliver: "That's a strong starting point. I'll book you an SMSF feasibility consultation — no obligation, just a chance to explore your options."

Portfolio Review

Annual Portfolio Review Booking

An existing client calls to book their annual portfolio review. Oliver checks available times across the adviser's calendar, confirms the appointment, and sends a calendar invite with meeting preparation notes.

Oliver: "Hi, I can absolutely help with your annual review. Which adviser have you been working with?"

Client: "Michael — I usually come in around this time of year."

Oliver: "Perfect. Michael has availability on the 14th or 17th. I'll send a calendar confirmation with a brief portfolio update form to your email."

New Client Intake

New Client Initial Enquiry

A referral calls after seeing a recommendation online. Oliver captures their financial goals, life stage, and timeline, qualifies them for your minimum investable asset threshold, and books the appropriate initial consultation.

Oliver: "Welcome to Horizon Wealth. Are you looking to get started with financial advice, or do you have a specific question I can help with?"

Client: "A colleague recommended you — I've recently sold a business and need advice on what to do next."

Oliver: "That's a significant milestone — and exactly the right time to get structured advice. I'd love to book you a complimentary discovery session with our director."

Use Cases

Every Client Interaction Your Practice Handles, Automated

Oliver manages the full spectrum of client touchpoints that consume your team's time — so your advisers focus on advice, not administration.

Client Onboarding & Intake

New client enquiries are among the highest-value calls your practice receives — and the ones most likely to be missed. Oliver captures referral details, qualifies asset levels, explains your service tiers, and books initial consultations without any adviser time. Every new lead lands in your CRM, pre-qualified and ready for the first meeting.

Portfolio Review Scheduling

Annual and semi-annual review cycles create predictable administrative surges. Oliver proactively handles outbound and inbound review scheduling, sends preparation materials, manages rescheduling requests, and reduces no-shows with automated reminders — so your entire client base is reviewed on schedule, every year.

Tax Planning & EOFY Enquiries

EOFY creates a spike in urgent calls from clients asking about concessional contribution limits, tax-effective investment strategies, and franking credit optimisation. Oliver handles these enquiries 24/7, captures urgency details, and routes time-sensitive appointments to the right adviser before the June 30 deadline.

SMSF Administration Queries

SMSF trustees have constant administrative questions — annual return timing, investment strategy reviews, contribution rules, and pension phase requirements. Oliver answers common trustee queries confidently, escalates complex compliance questions to your SMSF specialist, and books audits and strategy reviews at the appropriate time.

Insurance Review & Claims Intake

Life events — new children, property purchases, business sales, health changes — all trigger insurance reviews. Oliver recognises these triggers in client conversations, captures the relevant life event details, flags priority cases for the risk adviser, and ensures no client falls through the cracks after a major change in their circumstances.

Estate Planning Enquiries

Estate planning conversations often begin tentatively — clients are unsure who to call or whether their financial planner handles this area. Oliver explains your estate planning services clearly, confirms which advisers hold relevant qualifications, captures the client's situation details, and books an initial estate planning discussion with appropriate care and sensitivity.

Integrations

Works With Your Existing Financial Planning Stack

Oliver connects seamlessly with the platforms your practice already uses — no data migration, no workflow disruption.

XPLAN
Client data & appointment sync
Midwinter
AdviserLogic workflow integration
Worksorted
Practice management & scheduling
Class Super
SMSF administration platform
BGL360
SMSF & company compliance
Salesforce FS Cloud
Financial Services CRM

Also connects to HubSpot, Pipedrive, Calendly, Acuity, Cal.com, and 980+ apps via Composio.

Live Demo

Talk to Oliver Right Now

This is the live widget your financial planning clients will interact with. Ask Oliver about retirement planning, SMSF setup, insurance reviews, or booking an appointment. No signup required.

Click the widget button in the bottom-right corner of this page to start a live voice conversation with Oliver.

Admin note: This demo uses the shared Talking Widget demonstration assistant. Your deployed instance will be trained with your practice's specific services, advisers, appointment types, and compliance guardrails before going live. Oliver on your site will know your practice the way a well-briefed receptionist does.

Oliver is a demonstration assistant. He does not provide financial product advice, investment recommendations, or statements of advice. All financial advice on your deployed widget remains the exclusive domain of your licensed advisers.

Trusted by Advisers

What Financial Planning Firms Say

Practices across Australia are capturing more enquiries, booking more reviews, and freeing their advisers to focus on what they do best.

★★★★★

"We used to lose at least two or three high-value enquiries every weekend. Since Oliver went live, every after-hours call gets captured and booked. In the first month we recovered four new client meetings we would have missed entirely — that's around $32,000 in annual fee revenue."

James M.

Principal Adviser, Montrose Financial Planning — Melbourne

★★★★★

"Our annual review cycle used to fall behind because admin was overwhelmed with calls. Oliver now handles all the scheduling calls, sends the pre-meeting documents, and manages rescheduling automatically. Our review completion rate went from 71% to 96% in one quarter. The compliance team is delighted."

Sarah R.

Practice Manager, Ridgewood Wealth Management — Brisbane

★★★★★

"The SMSF enquiry handling surprised me most. Oliver asks exactly the right qualifying questions — combined balance, investment horizon, who currently manages the fund — and by the time the client sits down with one of our SMSF specialists, we already have all the context we need. Meetings are 40% more productive."

David C.

Director, Clearwater SMSF & Financial Advisers — Sydney

Frequently Asked Questions

Everything Financial Planners Ask Us

The questions practices ask before deploying Oliver. If your question isn't here, our team is happy to discuss your specific compliance and workflow requirements.

No. Oliver is an administrative and intake assistant only. He handles scheduling, answers general process questions, collects client information, and routes enquiries to your licensed advisers. Oliver never provides financial product advice, investment recommendations, or statements of advice — all regulated advice remains exclusively with your qualified staff under your AFSL.

Oliver is designed for administrative use only and does not engage in financial product advice as defined under the Corporations Act 2001. He is configured with strict guardrails preventing him from discussing specific investment products, projected returns, or product recommendations. Your compliance team can review and customise Oliver's scripts before deployment to ensure alignment with your licence obligations and AFSL conditions. We also provide a compliance review pack on request.

Oliver integrates with leading financial planning platforms including XPLAN, Midwinter AdviserLogic, Worksorted, Class Super, BGL360, and Salesforce Financial Services Cloud. He also connects to major calendar systems (Calendly, Acuity, Cal.com, Google Calendar, Outlook) and CRM platforms via our universal integration layer. Most integrations are configured within 24 hours of onboarding.

Most financial planning firms are live within 24–48 hours. Our onboarding team conducts a 15-minute briefing call to understand your practice's services, fee structure, adviser roster, specialisations, and appointment types. We pre-configure Oliver with this information and provide a single embed code to paste into your website. No IT team is required. We also offer a white-glove setup service for practices that prefer a fully managed deployment with zero involvement from your team.

Yes. All conversations are encrypted in transit and at rest. We do not sell or share client data with third parties. Our infrastructure is hosted on SOC 2 compliant cloud providers, and we are aligned with the Australian Privacy Act 1988. You retain full ownership of all conversation data and can request exports or deletion at any time. For practices with specific data residency requirements, Australian data hosting options are available. Full privacy policy and data processing agreements are provided on request.

Absolutely. Oliver's tone and language are fully customisable to match the premium service standard your clients expect. Practices serving high-net-worth clients configure Oliver with formal, precise language, a calm and professional disposition, and specific knowledge of bespoke services like direct equity management, private credit, and family office structures. The goal is for clients to experience Oliver as an extension of your firm's professionalism — not a generic chatbot.

Ready to Add Oliver to Your Practice?

Setup takes under five minutes. Works on any website platform — XPLAN, WordPress, Squarespace, or a plain HTML page. No IT team required, no lock-in contracts. Your practice captures more revenue from the clients you're already attracting.

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