Turn Missed Calls Into New Clients - With AI
Our AI Agent picks up the phone, replies to texts, and follows up with every lead - so you never lose business again.
Missed-call text backs
Live chat with AI-powered answers
Auto-responders via SMS & Email
Appointment booking into your calendar
Call recordings + dashboard insights
Get Your Own AI Assistant from $149 per month
100% Satisfaction Guarantee
19 Years in Business
No Lock-In Contracts
You’re busy. Your clients are, too.
But your AI never sleeps.
Most financial planners we speak to have wasted thousands on fancy websites or "lead-gen" packages that never brought in a client. At YEWS, we do things differently.
We don’t just build digital marketing - we build pipelines that attract genuine clients and grow your business. That’s why we created our AI Agent system - to ensure no call, message, or enquiry ever slips through the cracks again.
For over 19 years, we’ve been helping Aussie financial planners grow with practical, results-driven marketing - no fluff, no excuses. And if we can’t show you real improvement?
We’ll give your money back. No fine print.
Why Financial Planners Trust YEWS
Proven Track Record
Hundreds of success stories across Australia
Local Team
7 full-time experts across offices in Brisbane, Gold Coast & Melbourne
Hands-On Support
No overseas call centres or ghosting, just real people who get results
Long-Term Clients
Most of our clients stick with us for years — because it works
Full Transparency
Real reporting. No jargon. No surprises.
We know how to turn “just checking in” into booked consultations - and we’ll do the same for your practice.
What our Customers Say
“I used to miss several calls a day while with clients. Now, the AI agent answers for me, sends a text follow-up, and books meetings directly into my calendar. It’s like having a receptionist - without the cost.”
Emma W.
Financial Planner
Brisbane
“I had no idea how many prospects were lost until we started using this AI. Within days, we converted missed calls into new clients. The system paid off instantly.”
James T.
Independent Financial Advisor
Gold Coast
“As a solo advisor, I can’t pause consultations for calls. The AI assistant handles initial enquiries, captures key details, and schedules follow-ups, making me appear far more professional.”
Rob K.
Financial Planner
Ipswich
Request Demo or Ask a Question
Complete the form below or call us on 0483 982 007 directly.
Complete the form below or call us on 0483 982 007 directly.
Disclaimer: All information is kept secure and will not be shared or sold to any third party.