Find out if your firm is ready for AI, before you spend a dollar on it.
A six-pillar scorecard for Australian advice firms. Ten minutes, an honest score out of 24, and a clear read on which foundation to build first.
Get the scorecard, it's freeWhat's inside
What lands in your inbox.
- The six pillars of AI readiness: governance, workflows, team, data, tech stack and strategy.
- A 1 to 4 scale for each pillar, with tick boxes to score your firm as you read.
- Your total out of 24, mapped to four readiness zones from foundation required to leading practice.
- Your first move for each pillar, the one thing to do before you add any tool.
- Grab your 90-day DIY roadmap, five sprints from governance to implementing tools.
- The three 2026 regulator changes from ASIC, APRA and the Privacy Act, and who each one lands on.
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Who this is for
Yes This is for you if…
- Founders and principals of Australian financial advice firms weighing up AI.
- If your team is already using AI and you are not sure what they are putting into it.
- If you want a clear read on where to build before you spend on tools.
- If you would rather take an honest look at the firm than chase the latest platform.
No Skip it if…
- Firms that already run a documented AI governance register and a vetted, secure stack.
- Anyone after a tool recommendation rather than an honest look at the foundations.
- Practices outside financial advice, where the regulatory pressure reads differently.
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Why this works
Tim Lea
Founder, Very Lucky Ventures
I helped Pivot Wealth grow from 9 to 50-plus people and automated over 1.5 million tasks. This scorecard is the honest look I would run before letting AI near a single client file.
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FAQ
Is this free?
Yes, the full scorecard is free. Download it, score your firm, and keep it.
How long does it take?
About ten minutes to score all six pillars. Less if you already know your gaps.
Is it technical?
No. The pillars are about governance, process, team and data, not about the tools themselves.
What do I do with a low score?
Treat it as a roadmap, not a report card. It points to the foundation to build before you spend on AI.
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