// ai_powered
AI Expense Optimisation
We point AI at your spending and subscriptions to find the leaks — duplicate services, creeping fees, recurring waste — and put that money back in your pocket. For households and SMEs.
// what's included
- → A 12-month sweep of recurring charges and subscriptions
- → Duplicate and dormant services flagged for cancellation
- → For SME owners: finance-admin tasks that AI can take off your plate
- → A simple quarterly workflow you can run yourself afterwards
how My approachThis is grounded in my role as Academy Director at FT Academy, where we train professionals to use AI for real business outcomes. AI finds the patterns; you decide what to cut.
flow Audit → Analyse → Advise → Reply The same human-led, AI-sharpened workflow runs through every service.
// explore more
[ start_here ]
Free Financial Health Check
A 30-minute audit of every policy, fund and loan you hold. No pitch — just clarity on what you own.
book it →[ insurance ]
Insurance Planning
Cover what actually matters — no over-insuring, no gaps you didn't know about.
learn more →[ investing ]
Investment Strategy
A portfolio matched to your goals and risk — explained until it actually makes sense.
learn more →