The thing every great adviser knows

Advice that's clear and engaging is advice that actually works.

You put real thought into every advice document: an SOA, a review, a record of advice. The best advisers know that when clients can easily follow the strategy, they feel informed, empowered, and ready to move forward. Clarity is what turns great advice into great outcomes.

"Nobody likes them. Nobody reads them. They add a whole heap of time and cost to the advice process."

— Adviser, on Statements of Advice (IFA, 2025)

"How you present your SOA is just as important as its content."

— On the Corporations Act 'clear, concise & effective' duty

"A shorter document, with presentation resources, keeps clients engaged during the meeting."

— Head of operations, paraplanning firm

Why it works

The value isn't a prettier document. It's a client who finally gets it.

Understanding drives action. When clients can see their fees compared, watch their projection move, and follow the strategy at their own pace, they stop nodding politely and start engaging. Engaged clients implement faster and stay longer.

01

From reading to experiencing

Tables become charts. Dense paragraphs become a story you walk through together, on screen, in the room.

02

The hard parts, made obvious

Fee comparisons and long-term projections become the sections clients understand at a glance, and remember afterward.

03

Confidence to say yes

A client who understands the recommendation is a client who acts on it. Comprehension is the real conversion.

04

A script, not just slides

Every deck includes presenter notes for each slide: an opening line, the one number to land, a prepared answer to the likely question. Visible only to you, in presenter mode.

Live in the meeting

The cost of the strategy

Current product costs vs. the recommendation, side by side in plain dollars.

Current platform & product fees$4,820/yr

Recommended platform & product fees$2,940/yr

↓ $1,880 saved on product costs every year

Advice fee, disclosed separately: $3,300/yr, clearly stated and never blended into the savings story.

Balance at retirement

Projected super balance: doing nothing vs. the strategy.

2026

2031

2036

2041

+$214,000 vs. the current path

Your script, on every slide

Notes only you can see, beside the slide your client sees.

Opening line

"Last time we spoke, retiring at 62 was the worry. This is the plan that gets you there."

The number to land

$214,000 more at retirement than the current path.

If they ask "what if markets fall?"

Your prepared answer, one tap away.

Illustrative example. Figures shown are not financial advice.

How it works

Your advice in. A presentation out. No rebuild required.

AdviceStudio works directly from your completed advice document, compatible with any (docx) Word document from any advice system, even one written by hand. No new templates, no double-entry, no change to your advice process.

Upload your document

Drop in the Word document straight out of your existing template. AI reads the structure, the figures, and the tables.

AI builds the draft

In a couple of minutes your advice becomes a clean, interactive presentation: charts drawn from your actual figures, shaped to your document, in your firm's brand. Then make it yours: click anything to change it or use Studio, our AI assistant on hand to help refine.

Present with confidence

Walk the client through in presenter mode, with per-slide notes only you can see, or export a clean, self-contained PDF to send after the meeting. Your document stays the record; this is how you bring it to life.

The difference in the room

Same advice. A completely different meeting.

In the client meeting

The Word document

AdviceStudio

Client attention

Glazes over by page 6

Leans in, asks questions

Fees & projections

Buried in tables

Visual, instant, memorable

Understanding the strategy

"I'll read it later" (they won't)

Grasped in the room

Branding

Generic template formatting

Your licensee's brand, automatically

Walking in prepared

Re-reading 50 pages the night before

A script on every slide, visible only to you

Your prep effort

Hours formatting slides by hand

Generated from the document you already wrote

Review, together

Feedback lands on the deck. Not in an email thread.

Reviewers pin comments to the exact number, table or slide, even drawing directly on it. You reply, fix, and resolve, thread by thread. Notifications keep everyone in the loop, and nothing is missed before the client meeting.

Comment exactly where it matters

A pin on a figure, a box around a section, a freehand circle on a slide. Reviewers show you, not just tell you.

Address it, resolve it

Every comment is a thread. Reply, make the change, mark it resolved. Reopen it if it needs another look.

Your workflow, your checkpoints

Set the stages your firm needs, such as peer review or compliance sign-off, and decide what can happen at each one. Reviewers step in exactly where your process says they should.

Safe by design

Comments never alter the deck, a finalised deck locks itself, and none of it ever reaches the AI.

Comments · Slide 7 Pinned to the projection chart

SM Sarah M.· Compliance

"Check the projection on this chart. It should run to age 89, not 85, per the SOA."

JA Jane A.· Adviser

"Good catch. Chart regenerated from the SOA figures."

Resolved by Jane A.

Built for the compliance officer's first question

Your client's details stay your client's.

The first question every adviser asks is "is it safe to put client files into an AI tool?" AdviceStudio was built so the answer is yes: personal details are removed before the AI ever sees a document, and restored only once the work is done, safely inside the app.

The AI never sees who your client is

Names, birth dates, addresses, phone numbers and account details are removed before the document goes anywhere near the AI, and put back afterwards inside AdviceStudio.

If in doubt, it doesn't send

Every document gets a final privacy check before it leaves. If anything personal is found, it simply isn't sent.

Your document is the record

The advice you upload is the source of truth. AdviceStudio doesn't write the advice. You already did. It simply renders a condensed, presentation-ready version of your own document.

Protected the way your licensee expects

Everything encrypted, two-factor sign-in on by default, and a complete history of every action for your firm's governance.

Your data stays in Australia

Hosted in Sydney. Client information never leaves the country.

Reviewed before it's presented

Nothing reaches a client until it's been checked and approved. Advisers review every deck, and your compliance team can too, with a built-in review workflow.

"

The 'clear, concise and effective' obligation applies to both words and presentation. How you present your advice is just as important as its content.

— The standard set by the Corporations Act 2001. AdviceStudio helps you meet it.

For licensees & dealer groups

Every adviser, on brand, every time.

Set your house style once and every adviser's presentation follows it automatically, with a privacy story your compliance team can stand behind.

Brand consistency at scale

Your colours, fonts and logo are applied automatically to every deck. Every presentation the practice produces looks like it came from the practice, without policing templates.

Central control, zero adviser effort

You decide how presentations look and what's on the menu. Advisers simply pick from ready-made styles like "Full SOA", "Two-Slide Explainer" and "Strategies Only", tailored by you for the whole team.

Compliance can vet every deck before it's presented

Route decks through the stages you define, such as peer review and compliance sign-off. Pinned comments and drawn mark-up are resolved thread by thread before anything goes in front of a client, with a full record of every action underneath.

A privacy answer you can give with confidence

Client details never reach the AI, and every document is checked before anything is sent. A clear, straightforward answer for your compliance team.

Questions advisers ask

The answers before you have to ask.

No. AdviceStudio is a presentation layer. It doesn't generate, alter, or recommend anything. It takes the advice document you've already produced and approved, and makes it easier for clients to understand in the meeting. Your recommendations come through exactly as you wrote them.

Your original advice document, always. It's the source of truth; the presentation is how you walk the client through it, not a replacement for it. AdviceStudio doesn't write or alter the advice. You already did that. It simply renders a condensed, presentation-ready version of your own document.

Any advice document produced as a Word (.docx) file: SOAs (including Risk and SMSF advice), WADs, ROAs, Reviews, Consent Renewals and even Credit Proposals, with ready-made formats for each. We can even create a customised, one off presentation…just for you.

AdviceStudio is compatible with any Word (.docx) document, produced either by hand or from a financial planning system. It reads the document, so it doesn't matter what made it, and the structure adapts to what your document contains. As the SOA transitions under QAR, it's built to move with you.

No. You produce advice exactly as you do today. AdviceStudio reads your existing document, so there's no new template, no double-entry, and no change to how your paraplanning team works.

No. Your client's personal details (name, birth date, address, contact details and account numbers) are removed before anything is sent to the AI, and put back only inside AdviceStudio afterwards. As a final safeguard, every document is checked again before it leaves: if anything personal is found, it is not sent. The AI only ever works on a de-identified document.

Client data is hosted in Australia (Sydney), encrypted both where it's stored and whenever it moves, and kept completely separate for every firm. Sign-in uses two-factor authentication, on by default, and every adviser action is recorded, so your firm has a full history it can rely on for governance.

Yes. You define the review stages your firm needs, such as peer review or compliance sign-off, and decks move through them before anything is presented. Reviewers pin comments and mark-up directly on the deck, and the adviser replies, fixes and resolves each thread, with notifications so nothing is missed. A finalised deck locks itself, and every step is recorded, giving your firm a full history for governance.

Generation takes a couple of minutes, about the time it takes to make a coffee. You then review the draft before any client sees it: check it, adjust anything inline, and you're ready to present. Far less than the hours of formatting slides by hand.

No. Every deck arrives with presenter notes for each slide: an opening line, the one number to land, and a prepared answer to the question your client is most likely to ask. They're visible only to you in presenter mode. You walk in with a script, not just slides.

Figures and recommendations are carried through faithfully, and you stay in control of every word the client sees. Every piece of text, every table cell, every image and section is directly editable inline, with full undo/redo, and changes save as you go. Nothing is take-it-or-leave-it.

It's designed to be adviser-led in the meeting, with a clean present mode on your screen. You can also export the presentation to PDF.

Any adviser can use AdviceStudio, whether you're connected to a large licensee or a small practice.

AdviceStudio is priced per adviser, per month, and every plan starts with a free trial. We'll walk you through current plans on a quick demo. For licensees and dealer groups, we agree volume pricing.

Bring a real advice document. We transform it live so you can see exactly what your next client meeting could look like. About 15 minutes, no commitment.

The advice is brilliant. The meeting should be too.