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AI Financial Planner & Coach
Built for Australians

Not generic tips. A personalised financial plan that knows your stage, your numbers, and what to do next.

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Your AI Coach Knows Which Stage You're In

Most financial advice ignores where you actually are. Budgi's coach starts there.

🛡️

Emergency Buffer

Build 3 months expenses

💳

High-Interest Debt

Eliminate debt above 7%

🏛️

Super Optimisation

Maximise concessional contributions

📈

Investing

ETFs, property, diversification

🎯

Wealth Building

Tax efficiency, estate planning

Your coach analyses your savings rate, debt, super balance and spending to determine your current stage — and focuses advice there.

What Your AI Coach Actually Says

Real insights based on your real numbers — not a listicle.

High priority

Salary sacrifice opportunity

Your savings rate is 24% and you're debt-free. Sacrificing $300/month to super saves ~$1,152/year in tax.

Medium priority

Start investing your surplus

You have $700/month surplus. With your emergency fund solid, you're ready for VGS or a diversified ETF.

High priority

HECS repayment threshold

Your income ($89k) is near the $51,550 repayment threshold. Check you're not over-withholding.

Built for Australian Finances, Not US Ones

Most personal finance apps are built for the US market. Budgi is built for Australia from the ground up.

Super contribution caps ($30k concessional)
EOFY planning reminders
Franking credits explained
HECS take-home calculator
CDR bank data for accurate advice
AUD-native calculations

Frequently Asked Questions

How does the AI know my financial situation?

It reads your transactions, balances, budgets, goals and super data from Budgi. The more you track, the smarter the advice.

Is the AI advice personalised?

Yes. It knows your income, spending patterns, debt balances, super amount and financial stage. Every insight is calculated from your real numbers.

How is this different from a financial adviser?

The AI gives general financial education and modelling, not licensed financial advice. For complex decisions (property, insurance, SMSF), consult a registered adviser.

How often does the AI update my plan?

The coach recalculates weekly based on new transactions and balances. It never repeats advice you've already dismissed.

Ready to get a plan that's actually yours?

14-day free trial. No credit card required.

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