A new client is worth years of fees. Don't lose them to voicemail.
High-value prospects don't leave a message — they call the next adviser. VoxReach answers on the first ring, runs a warm, compliant pre-meeting intake, and books the discovery appointment. It never gives personal advice. It just makes sure the right prospects reach you.
Your time is in meetings. Your phone is in your pocket.
Referrals and ad enquiries call during the day — while you're in a client review, on a SOA, or with a paraplanner. They reach voicemail, and a prospect weighing up advisers rarely calls twice. The lifetime value of a single ongoing advice client makes every missed enquiry an expensive one.
Olivia (our professional-services voice) answers immediately, has a warm conversation, captures what the prospect is after — retirement, super, investment, insurance, estate or general advice — gathers the basics you need to triage, and books the discovery meeting into your calendar. You get a briefed, scheduled prospect, not a missed call.
- Gives personal advice?
- Never
- Records & transcribes every call
- Yes
- Privacy Act aware intake
- Yes
- Cost to you
- A$5,500 setup + ~A$300/mo usage
VoxReach is an intake and booking tool, not a provider of financial product advice. All advice remains with the licensed adviser/AFSL.
What comes in the financial-planner template
- Compliant intake script
Area of need (retirement, super, investment, insurance, estate, aged care, general), rough situation and timeframe — enough to triage, nothing that constitutes advice. - Hard guardrail: no advice
The agent never recommends a product, strategy or amount, never comments on markets, and never implies a personal recommendation. It books the meeting and routes everything to the licensed adviser. - Discovery booking
Books initial meetings into Calendly, Cal.com or your CRM, and can log the enquiry into HubSpot, Salesforce or your practice's system. - Existing-client triage
Recognises existing clients, takes a message or books a review, and flags anything urgent for a call-back. - After-hours & overflow
Covers evenings, weekends and your in-meeting hours so no prospect ever hits a dead voicemail. - Audit trail
Every call recorded, transcribed and outcome-tagged in your dashboard — useful for file notes and quality review.
Frequently asked
Could the AI accidentally give financial advice?
It is built specifically not to. The agent qualifies the prospect's area of need and books a meeting — it never recommends a product, strategy or amount, never comments on markets, and never implies a personal recommendation. All personal advice stays with your licensed adviser under your AFSL.
How does it handle client privacy?
It collects only what's needed to triage and book, discloses recording, and stores data on Australian infrastructure with AU data residency. It's built around the Privacy Act, and calls are transcribed for your file notes.
Will it sound right for a professional advice practice?
Yes. The voice is calm, articulate and Australian — tuned for a professional-services tone rather than a hard sell. You can adjust the persona, pace and wording to match your firm.
Is it Australian?
Built in Sydney, owned by Amora Group Pty Ltd, AU-hosted with Australian data residency, and voiced for Australian listeners.