Our belief and values

Our belief

The a.i. philosophy.

At a.i. our reason for being is to support advisers in delivering inspiring, empowering wealth management experiences. Why? Because we believe that financial wellbeing is one of the most powerful things that any Australian can experience.

With the guidance of a trusted adviser, people can better understand their financial position, make informed decisions, see new possibilities, and ultimately achieve their goals. And by providing advisers with the tools they need via one intelligent and simplified digital advice platform, we are proud to make the financial advice industry more accessible, efficient and sustainable.

Our core values.

  • Financial Health

    Our reason for being – to make quality financial advice, tools and education more accessible for all Australians.

  • Excellence

    Challenging the norm takes courage, but we believe that’s the only way to achieve new levels of excellence.

  • Relationships

    Our purpose is to equip advisers with the tools and knowledge they need to work more efficiently, and nurture stronger client relationships.

  • Innovation

    Through forward thinking and bravery, we harness the power of innovation to create meaningful change.

  • Collaboration

    We wouldn’t be where we are today without our people and partners. Together, we create, build and innovate to make a collective difference.

  • Education

    Knowledge is power, and we are mindful to help people learn in the way that suits them as an individual.

  • Sustainability

    By focusing on the digital world, we’re supporting an ecological financial services industry that’s more environmentally responsible.

  • Simplification

    Unnecessary complexity has no place in our world. We keep things beautifully simple, streamlined and efficient.

Financial Health

Our reason for being – to make quality financial advice, tools and education more accessible for all Australians.

Excellence

Challenging the norm takes courage, but we believe that’s the only way to achieve new levels of excellence.

Relationships

Our purpose is to equip advisers with the tools and knowledge they need to work more efficiently, and nurture stronger client relationships.

Innovation

Through forward thinking and bravery, we harness the power of innovation to create meaningful change.

Collaboration

We wouldn’t be where we are today without our people and partners. Together, we create, build and innovate to make a collective difference.

Education

Knowledge is power, and we are mindful to help people learn in the way that suits them as an individual.

Sustainability

By focusing on the digital world, we’re supporting an ecological financial services industry that’s more environmentally responsible.

Simplification

Unnecessary complexity has no place in our world. We keep things beautifully simple, streamlined and efficient.