Natural language queries
Ask questions in plain English like 'When will I reach FIRE?' or 'How much should I save?'
AI-powered insights
AI assistant
Ask questions about your finances and get personalised explanations based on your actual data.
Key highlights
Personalised responses
Get answers based on your actual financial data, not generic advice.
Financial education
Learn about FIRE concepts, Australian tax rules, and wealth-building strategies.
Strategy suggestions
Get ideas for improving your financial plan based on your situation.
Why this matters
- 1Get instant answers to your financial questions without searching for information.
- 2Understand complex financial concepts explained in the context of your situation.
- 3Explore different strategies and their potential impact on your goals.
- 4Have a knowledgeable companion to discuss your financial journey.
How it works
- 1
Enter your financial data to give the AI context about your situation.
- 2
Open the AI assistant from any page in the dashboard.
- 3
Ask questions in natural language about your finances.
- 4
Receive personalised responses based on your actual data and Australian context.
Important note
The AI assistant provides educational information and general guidance based on your financial data. It does not provide licensed financial advice. For personalised financial advice, please consult a licensed financial adviser.
Ready to start planning your financial future?
Join Wealth Dashboard and get access to all our features including ai assistant.