A specialist AI consultancy for Australian financial services.
We help financial services firms move past AI curiosity into an operating model. Wealth managers. Financial planners. Insurers. Mortgage brokers. Licensees and dealer groups. Banks and superannuation funds. Grounded in Australian regulation. Built for real workflows. Honest about what works and what does not.
AI in financial services is not a technology problem. It is an operating model problem.
Most financial services firms already have an AI stack they did not plan. A couple of ChatGPT subscriptions. A note-taker inside client meetings. New AI features quietly switched on inside the CRM, the core platform, the document system. By the time a principal asks “what is our AI strategy? ”, the answer is usually already being written by accident.
The firms that will look different in five years will not be the ones with the flashiest demo. They will be the ones that rebuilt the workflow, cleaned the data, and made governance a visible, operating layer rather than a policy document nobody reads.
Our job is to help Australian financial services firms get to that point faster, without burning eighteen months and three failed pilots in the process. We keep the scope small, the feedback loops short, and the first win in production inside a quarter.
Big Four rigour. Startup cadence. No throwaway decks.
Operating model first
We start by mapping the real workflow, not the tool. Where does information enter? Where does it get stuck? Which steps need judgement and which are ready for automation?
Regulation-aware by default
ASIC, APRA, OAIC, and AUSTRAC obligations do not pause for AI. Every agent, prompt, and workflow we design sits inside the existing regulatory frame from day one.
Production, not pilots
We optimise for systems that live in the business. Most engagements ship a working capability within 8 to 12 weeks and iterate from there — not a slide pack promising value in Q4.
Senior hands on the keyboard
You work with the principal. Not a deck-builder handing off to a junior offshore team. The person advising the board is the same person shaping the agent.
Build capability, not dependency
Our job is to make your team better at AI, not to create a retainer. Knowledge transfer, documentation, and coaching are built into every engagement.
Honest about what fails
80% of AI projects fail. We will tell you when a use case is not ready, when a vendor cannot deliver, or when the answer is to fix the data before anything else.
Principal
Clinton Cunningham
Managing Director, Unwired Wealth · Founder & CEO, AdviseWell
Clinton has spent more than twenty years building technology for financial services, and roughly half of that inside one of Australia’s largest professional services firms. He led digital financial services nationally at Deloitte Digital after building the Sydney engineering practice from the ground up into a globally recognised centre of excellence.
He is the founder and CEO of AdviseWell, a venture-backed AI platform purpose-built for advice firms. That matters because Clinton does not consult about AI in financial services from the sidelines — he ships a production AI product into the same industry every week.
That combination, enterprise consulting depth plus working-operator credibility, is deliberately rare. It is also the shortest path we know from an AI hypothesis to a governed, production workflow.
We work with firms where AI has to be right the first time.
Advice practices scaling past 10 advisers
Where personal productivity AI is no longer enough and the operating model has to be deliberate.
Licensees and dealer groups
Designing the guardrails, audit trails, and minimum-viable governance their adviser network can actually follow.
Wealth platforms and fintechs
Shipping agentic capability into a regulated product without breaking existing compliance posture.
Insurance, mortgage broking, super
Where workflow complexity, document density, and regulatory exposure make AI’s leverage the highest.
If the question on your desk is “where do we actually start with AI”, that is the conversation we have every week.
One meeting is usually enough to tell you whether an engagement with us makes sense. If it does not, we will say so.