Free AI Visibility Report — Victorian Financial Planners
Your next client asked ChatGPT for a financial planner in Victoria. Find out if they found you — or your competitors.
When prospects ask ChatGPT or Perplexity for a financial planner in your suburb, the platform generates a cited recommendation — not a list of links. If your entity data is absent, stale, or inconsistent, a competitor appears in that answer instead of you. The free report shows you verbatim what each AI platform is saying: who appears for your target queries, who's being recommended instead, and why. Delivered in 24 hours, no strings.
I run this for free because when you see ChatGPT recommending other financial planners in your suburb without naming you once, you'll want it fixed. That's what the retainer does — $2,000/month, cancel anytime. Three guarantees: 90-day money-back, no-worse (billing pauses if descriptions get less accurate), and compliance-safe (every change is factual entity data, no marketing claims ever).
Get Your Free AI Visibility ReportHow It Works
From invisible to cited — without touching anything yourself
When a prospective client asks ChatGPT or Perplexity for a financial planner in your suburb, the platform generates a cited recommendation — not a list of links. If your practice isn't in that answer, the client calls someone who is. Answer Engine Optimisation (AEO) is the discipline of building the entity signals AI platforms need to name your practice — so you appear when Victorian prospects ask the questions that lead to a first appointment, not your competitors.
Free AI Visibility Report
We agree on 3 high-intent queries your prospective clients are running — for example, "financial planner South Yarra retirement planning" or "SMSF adviser Melbourne CBD". We test them across all 5 AI platforms and show you verbatim who appears, what they say, and whether you're there. Delivered in 24 hours.
We Fix It — Done For You
If you join the retainer, we handle everything: schema markup, Knowledge Graph signals, directory submissions, entity corroboration. One hour in month 1 — website access and AFSL scope confirmation. Nothing after that. You don't need to understand how AI citation works — that's the point.
Weekly Report
Each week you get a one-page update showing what AI platforms said about you this week versus last week, tracked against the same queries we ran in your free report. Three guarantees: 90-day money-back if you're not appearing, no-worse (billing pauses if any platform describes you less accurately), and compliance-safe (every change is factual entity data — no marketing claims).
The Retainer
$2,000/month. Cancel anytime. Everything handled.
Done-for-you implementation
Schema markup, Knowledge Graph signals, directory submissions, entity corroboration — all handled by Matthew Bilo. One hour in month 1 — website access and AFSL scope confirmation. Nothing after that.
5-platform monitoring
ChatGPT, Perplexity, Gemini, Google AI Overviews, and Copilot — tracked weekly against the same high-intent queries we tested in your free report.
Weekly report
A one-page update showing your AI visibility this week versus last week. No jargon, no dashboards — just the data on where you stand.
Three-layer guarantee
90-day money-back if you're not appearing in target queries. No-worse: billing pauses if any platform describes you less accurately. Compliance-safe: every change is factual entity data — no marketing claims, ever.
Cancel anytime. If you cancel before 90 days, the money-back guarantee does not apply — the guarantee exists for clients who give us the full 90 days to deliver. Most clients stay well beyond that.
Methodology
The Algorithmic Trinity
For AFSL-licensed Victorian financial planning practices, LogitRank's methodology — grounded in the Kalicube Process™ — addresses three requirements every AI engine applies before naming a financial adviser as trustworthy: it must understand your practice's identity and licence status, trust that your credentials are verifiable across regulatory sources, and have content declaring your service category and compliance standing. These three requirements form the Algorithmic Trinity — and all three must be satisfied for consistent AI citation.
Understand
Establish a clear, consistent entity record across the digital ecosystem — so AI platforms know exactly who your practice is, what advice categories it covers, and which clients it serves across Victoria.
Educate
Build the trust signals AI engines use to evaluate credibility: sector-credible third-party corroboration, consistent professional positioning, and an entity presence that earns AI citations when Victorian prospects ask who to trust for financial advice.
Verify
Measure citation frequency, accuracy, and sentiment across AI platforms until your practice is the named answer when Victorian prospects ask ChatGPT or Perplexity for a financial planner.
Methodological foundation: LogitRank's approach draws on the Kalicube Process™, developed by Jason Barnard — the world's leading authority on brand entity optimisation for AI platforms. kalicube.com
The Kalicube Process™ is trained on over 25 billion data points across 71 million brands.
Case Studies
Results That Speak in AI Answers
Live Case Study
LogitRank — The AEO Journey
LogitRank is its own case study — building a Melbourne-based AEO practice from zero to AI-cited authority, documented publicly. Every optimisation applied to LogitRank's entity — Wikidata record creation, FinancialService schema markup, AFSL-specific corroboration — is the same methodology deployed for Victorian financial planning practices. The goal in both cases: consistent citation in AI-generated answers when prospects ask who to trust for financial advice.
Follow the JourneyAbout
Matthew Bilo — Victoria's AEO consultant for AFSL-licensed practices
Matthew Bilo is an Answer Engine Optimisation specialist and software engineer based in Melbourne, Australia. He is the founder of LogitRank, Victoria's dedicated AEO consultancy for AFSL-licensed practices. LogitRank fixes the entity data AI platforms use to describe AFSL practices — ensuring they are cited accurately, not misrepresented with restricted independence terminology or incorrect scope descriptions — so when a prospect asks ChatGPT or Perplexity for a financial adviser, the right practice is the named answer.
Matthew's background is in full-stack software engineering. AI platforms do not rank web pages — they evaluate structured data, reconcile entity identifiers, and retrieve statements verifiable across multiple sources. As a software engineer, Matthew understands how that pipeline works — which is why LogitRank's AEO recommendations go further than content audits. His approach is grounded in the Kalicube Process™.
Through LogitRank, Matthew works with Victorian financial planning practices to ensure that when prospective clients ask AI platforms who to trust for financial advice, his clients are the named answer. His work draws on the Kalicube Process™ alongside systematic, evidence-based methodology applied to every engagement.
Connect with Matthew
FAQ
Common questions
- Is the free AI Visibility Report really free?
- Yes. There is no pitch, no sales call required before delivery, and no obligation to proceed. Matthew runs the report and sends the results to your inbox within 24 hours. The reason it's free: when you see ChatGPT recommending other financial planners in your suburb without naming you once, the problem becomes self-evident. The retainer fixes it. You decide whether that's worth $2,000/month.
- What happens if I don't appear in my target queries within 90 days?
- There are three guarantees. First: if you're not appearing in your target queries within 90 days, you receive a full refund — no conditions, no questions. Second: if any platform begins describing your practice less accurately during the retainer, billing pauses until it's fixed — you never pay for a step backwards. Third: every change we make is factual entity data (your AFSL number, your ASIC-verified scope, your registered credentials) — we create zero marketing claims. All three guarantees apply to clients who stay on the retainer for the full 90 days.
- What do I need to do once I join the retainer?
- One hour in month 1 — website access and AFSL scope confirmation. After that, nothing. Matthew handles the schema markup, Knowledge Graph signals, directory submissions, and entity corroboration. You receive a weekly one-page report. That's the entire requirement on your side.