There’s always a next question.
Now you’ve got someone to ask.
Regular sessions with you and your team to sort out what’s next, fix what’s stuck and keep up with what’s changed in the tools. Each one is built around what’s on your plate that month.
- Sessions
Working sessions with you or your team
- Between sessions
Questions answered by email
- What’s new
What’s changed, and whether it matters to you
- Next steps
A short summary and clear actions
What happens when nobody’s keeping AI on track.
-
There’s no one to ask.
You’ve had some wins, but when you get stuck there’s nobody to check with. -
The tools keep changing.
New features and subscriptions every month, and keeping up feels like a job in itself. -
Things drift once the project ends.
Without anyone checking in, the new habits slowly fade and people go back to the old way. -
You’re making the calls on your own.
Running a business is hard without someone to bounce ideas off.
A regular session keeps it moving, with someone who knows your business and keeps across the tools.
A steady rhythm, set around your business.
Agree what matters
We set your priorities for the next few months and how often we’ll meet.
Meet regularly
Fortnightly or monthly sessions with you, your team or both, on the work in front of you.
Leave with actions
After each session you get a short summary of what we decided and what happens next. Questions in between go by email.
Look back and adjust
We regularly check what’s working, drop what isn’t, including tools nobody uses, and pick the next thing to tackle.
Working with Daniel has been very helpful and well-timed for where I am in my business.
His structured approach, thoughtful questions, and ability to quickly identify opportunities for improvement have given me greater clarity and confidence… As a solo business owner, it can be challenging to run a business without someone to bounce ideas off, and Daniel has filled that gap exceptionally well.
His structured approach, thoughtful questions, and ability to quickly identify opportunities for improvement have given me greater clarity and confidence. Each session has been practical, focused, and tailored to the challenges I'm facing, with clear actions I can implement straight away.
As a solo business owner, it can be challenging to run a business without someone to bounce ideas off, and Daniel has filled that gap exceptionally well. I would highly recommend Daniel to any financial planning business owner looking to gain a fresh perspective, improve performance and create a clearer path forward.
For owners who want AI to keep improving after the first push.
You’re a fit if:
You want someone experienced to check in with as you go
You’ve done workshops or implementation and want to keep the momentum
You’d like help deciding what to try next, and what to ignore
You can make time for a regular session
Not a fit if:
You need an IT helpdesk for accounts, devices and passwords
You want someone to do the work for you each month
You want AI to replace your people, not free them up
You can’t commit to a regular time right now
From $1,500 + GST
a monthSet by how often we meet and who’s involved
- You agree the monthly fee upfront, so there are no surprises.
- Sessions run by video, or on site in Melbourne.
- Interstate travel, if you want us there in person, is included in the quote.
Questions about ongoing support.
How often do we meet?
Can we ask questions between sessions?
Who joins the sessions?
Is it only about saving time on admin?
Do we need to have worked with you before?
Is this IT support?
Which AI tools do you cover?
Hi, I’m Daniel.
I spent over ten years in financial services, eight of them advising clients and running operations at the same time. So I know what it’s like when the work clients pay for gets buried under everything around it.
Now I help founders and their teams work out where AI genuinely helps and get it working in everyday work. It’s how I run my own business too, so everything I recommend is something I use myself.
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