Financial Planning and AI
Updated: Jul 31, 2025
I wanted to share my thoughts on a topic I’ve been seeing more frequently: using artificial intelligence (AI) tools in financial planning.
Recently, I’ve had clients test AI-powered bots for property investment scenarios. While the tools can provide detailed calculations quickly, I’ve noticed key errors, including incorrect legal assumptions, like family trusts distributing income losses.
Even more importantly, these tools lack the human element. Unlike AI, professional financial advisors offer advice shaped by your unique circumstances, goals, and dreams; things that algorithms simply can’t incorporate.
AI certainly has a place in financial planning, but it will never replace the personal relationships and tailored strategies that come from working with a trusted advisor.
If you’re looking to safeguard and grow your financial future, let’s connect by booking a complimentary meeting. I’d love to help guide you through the process.
