AI Visibility Audit
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Prepared by saigon.digital · April 2026
This report is confidential. Enter the access code provided by Saigon Digital to continue.
Your clients are no longer just searching on Google — they're asking AI which financial planner to trust. This audit shows exactly where you stand, who's winning, and what to do next.
Saigon Digital transformed how Ski.com shows up online. Beyond rebuilding our platform, they helped us rethink our entire search and AI visibility strategy. We saw a significant uplift in organic traffic, our content started appearing in AI-generated travel recommendations, and the quality of inbound leads improved dramatically. They understand where digital discovery is heading and how to turn visibility into real commercial results.
See how we've helped brands grow. Read our case studies and learn more about what we do.
View Case StudiesA snapshot of where My Wealth Solutions stands in the AI search era — and the opportunity cost of the current gap.
My Wealth Solutions has strong fundamentals — DR 43, 622 organic keywords, 4.9-star reviews from 158 Google reviewers, and offices across seven Australian cities. Yet when Australians ask ChatGPT, Google AI, or Perplexity "who's the best financial planner in Brisbane?", competitors with half your domain authority are getting the recommendation. The problem isn't your reputation — it's that AI engines can't find the right structured signals to recommend you, and every month that gap compounds as competitors publish the content these models train on.
We tested how My Wealth Solutions appears when potential clients ask AI tools to recommend financial planners and wealth management advisors. Here's what we found.
ChatGPT defaults to larger national brands like Morgans and HLB Mann Judd for wealth management queries. MWS is not in its recommendation set for any Brisbane or Australia-wide financial planning query.
AI Overviews for "best financial planner Brisbane" surface Tupicoffs, Hudson, Precision WM, and Humphrey Partners. MWS does not appear in any of the four tested queries despite higher DR.
Perplexity draws from comparison sites and structured content hubs. Without "best of" pages or FAQ schema, MWS has no pathway into Perplexity's financial planning recommendations.
Gemini cites the same high-authority financial brands with structured content. No evidence of MWS appearing in any Gemini-generated financial planning or wealth management recommendation.
0 / 4 platforms currently surface My Wealth Solutions in relevant AI-generated recommendations.
Structured FAQ schema on service pages, "best financial planner Brisbane" comparison content, Adviser Ratings and Canstar listings, and consistent brand mentions across financial planning directories — the exact signals competitors are providing.
We ran the exact searches your prospective clients use when asking AI tools to recommend a financial planner. Here's who appeared — and whether My Wealth Solutions was in the answer.
My Wealth Solutions does not appear in any of the four tested buyer queries — not even for "holistic financial planning" which is their core positioning. Competitors with lower domain authority (Hudson DR 29, Humphrey DR 23) are outperforming MWS in AI results because they have the right content structure and third-party signals.
MWS has the strongest DR (43) among Brisbane-focused independent planners. The authority foundation is already there — what's missing is AI-optimised content that converts that authority into citations. This is a fixable content problem, not a years-long authority build.
These are the companies currently winning AI recommendations in your market. Understanding why they're cited — and you're not — reveals the exact gap to close.
| Company | DR | ChatGPT | Google AIO | Perplexity | Why They Win |
|---|---|---|---|---|---|
| My Wealth Solutions You | 43 | Not Cited | Not Appearing | Not Cited | Audit target |
| Morgans Financial | 53 | Cited | Appearing | Cited | National brand with massive content library, Brisbane branch pages, and heavy media coverage. AI tools default to well-known financial brands with deep third-party signals. |
| HLB Mann Judd | 60 | Cited | Appearing | Partial | Multi-service national firm with DR 60 and extensive accounting/wealth content. Published comparison guides and industry thought leadership that AI models reference. |
| Hudson Financial Planning | 29 | Not Cited | Appearing | Not Cited | Strong Brisbane SEO with targeted landing pages for "retirement planning Brisbane" and "wealth creation advisor". Appears in Google AIO despite lower DR through content specificity. |
| Humphrey Partners | 23 | Not Cited | Appearing | Not Cited | Focused Brisbane positioning with dedicated retirement and superannuation service pages. Structured content answers the exact questions AI tools extract for local financial planning queries. |
| Precision Wealth Management | 20 | Not Cited | Partial | Not Cited | Clear "ethical, evidence-based, flat fee" positioning on North Brisbane. Category-defining language that AI tools pick up for niche financial planning searches. |
Badge key: Cited Partial Not Cited
These are the highest-leverage changes My Wealth Solutions can make right now to start appearing in AI-generated recommendations within 60–120 days.
Create a comprehensive, structured comparison page with FAQ schema targeting the exact buyer queries AI tools answer. Position MWS as the authoritative voice in Brisbane financial planning. Include comparisons with Humphrey, Hudson, Precision WM — the honest, helpful format AI engines love to cite.
Your existing service pages (retirement planning, SMSF, wealth creation, insurance) are strong — but they're not structured for AI extraction. Adding FAQ schema, "Who is this for?" sections, and clear Q&A formats will convert your DR 43 authority into AI-readable signals almost immediately.
Your 4.9-star reviews are excellent, but they're concentrated on Google and ProductReview. Claim and build profiles on Adviser Ratings, Canstar, Money Magazine's advisor lists, and the FAAA directory. These are the exact sources AI platforms scan to build "best financial planner" recommendation lists.
This audit shows the problem. We have a clear strategy to fix it — and results typically show within the first 60 days of engagement.
My Wealth Solutions has the strongest domain authority among Brisbane's independent financial planners — the foundation is already there. What's missing is the AI-optimised content layer that converts that authority into recommendations. We've helped financial services, SaaS, and professional services brands close exactly this gap. A 30-minute call is all it takes to map out a plan.
Nick Rowe · CEO & Co-Founder, Saigon Digital
Full GEO strategy, content plan, structured data implementation, authority-building roadmap, and monthly performance reporting — all focused on AI search visibility for financial services.
Most clients start seeing AI citation improvements within 45–60 days. Full competitive parity typically achieved in 90–120 days, especially when starting from a strong DR base like yours.
Every month your competitors build more AI-ready content signals, the gap widens. Australians are increasingly asking AI tools "who should I trust with my money?" — and right now, the answer doesn't include My Wealth Solutions.