Inbox filling up with Federal Budget questions?

Instead of wasting time switching between websites trying to piece together answers, there’s a clever way to use AI to get to the information you actually need – fast.

I shared this in my latest AI Spy With My Little Eye video after spotting advisers using it in the wild. Watch the video below or keep scrolling for the breakdown.

Create a dedicated AI project for Federal Budget questions

Recently I’ve seen advisers creating a dedicated Project inside ChatGPT just for Federal Budget content.

Think of it like a folder that keeps everything in one place.

Instead of starting a fresh chat every time a question pops up (and then immediately losing where you were), you create a project and upload the resources you actually trust – budget summaries, technical updates, fact sheets, reference docs.

Then when a client asks a question, you can jump in and have a quick conversational back-and-forth without starting from scratch every time.

The big win? Everything stays in one spot instead of disappearing into the black hole that is your chat history.

Set boundaries so AI doesn’t go rogue

AI is only as useful as the instructions you give it.

Inside your project settings, you can tell ChatGPT exactly how to behave. Things like:

• Act as my conversational technical assistant
  

• Only use uploaded resources
  

• Only reference trusted sources like the ATO or other nominated websites
  

• Don’t pull in random external information

Because let’s be honest – the last thing you need is AI confidently serving up “advice” it found in some random Reddit thread.

Set the rules upfront and the responses get a whole lot better.

Use it for quick technical questions

This works brilliantly for those fast questions that break your flow during the day.

Things like:

“Can you still negative gear shares?”

“What actually changed here?”

“How would I explain this to a client?”

Instead of just spitting back a technical answer, AI can help organise the response in a way that’s actually useful – summarising the bottom line, flagging what to check, even helping with client-friendly wording.

That’s where the time saving happens.

It’s not just for Federal Budget season

This isn’t just a one-week Budget hack. I’m seeing advisers use this approach for all sorts of technical content.

Think:

• Macquarie’s Big Black Book

• Product disclosure statements

• Income stream product docs

• Technical strategy resources

• Provider reference material

Basically, anything you’re regularly hunting through to answer questions.

Instead of manually searching for answers every time, you’re creating a searchable technical assistant you can actually talk to.

The bottleneck might not be the work. It might be how you’re finding answers.

Most advisers don’t have an information problem.

They have a finding-the-right-information-without-losing-20-minutes problem.

The information exists.

The issue is how long it takes to track it down, make sense of it, and turn it into something useful.

That’s where AI can be genuinely brilliant.

P.S. Want more tips for scaling your business? Book your free Scale Session, follow me on LinkedIn or join my Scale Squad.