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About Us
A shared vision to use AI to transform professional services
FAYBL automates note-taking, research, and document processing, seamlessly integrating with your systems to optimize client solutions and ensure compliance.
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Our vision
FAYBL empowers professionals by automating tasks, optimizing workflows, and enhancing client interactions. We strive to simplify complexity with AI-driven solutions, enabling businesses to focus on what truly matters.
About Us
Shaping The Future Of Professional Services
We believe AI has the power to change the world, by removing the barriers and limitations of incumbent systems.
We seek to maximise the potential of AI to transform the financial services industry, enabling professionals and their clients to access the full potential of these services without the frustrations and complexities of the past.
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Built By Financial Experts And Technology Innovators
We are an experienced team of professionals with a demonstrated track record of building successful companies for varying industries, including financial services, banking, telecoms and medtech. Collectively, the global knowledge of the team spans across Australia, Vietnam and Silicon Valley.
Meet Our Team
Passionate Professionals Committed to Excellence
Advisors
Steven Goh
Co-founder & CEO
Steven Goh
Co-founder & CEO
Steven Goh
Co-founder & CEO
Steven Goh
Co-founder & CEO
Steven Goh
Co-founder & CEO
Steven Goh
Co-founder & CEO
Leaders
Steven Goh
Co-founder & CEO
Steven Goh
Co-founder & CEO
Steven Goh
Co-founder & CEO
Steven Goh
Co-founder & CEO
Steven Goh
Co-founder & CEO
Steven Goh
Co-founder & CEO
Steven Goh
Co-founder & CEO
Steven Goh
Co-founder & CEO
Steven Goh
Co-founder & CEO
Contact Us
If you would like to work with us or just want to get in touch, we’d love to hear from you
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Case Studies
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A Perth-based financial planner overcame time-intensive meeting prep, post-meeting documentation, and cumbersome CRM usage by
integrating FAYBL AI Assistant. Automated agenda creation, rapid client summaries, and streamlined data entry slashed administrative tasks by 95%. XPlan became more intuitive, minimizing duplicate data entry and improving client relationships through faster, more personalized service. Freed from tedious workflows, the planner focused on strategic advice and engagement.
Financial Advisory firm – West Perth
A Victoria-based financial planner revolutionized their portfolio review process using FAYBL. Manual document analysis from emails and PDFs was replaced with automated data handling, while seamless XPlan integration reduced repetitive tasks. This led to faster, more accurate reviews, saving hours of preparation time each week—over 90%
efficiency gains. Streamlined workflows freed the planner to focus on strategic engagement, enhancing client service.
Andrew Rowan
Wealth Management - Ballarat
Wealth Management - Ballarat
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