Frequently Asked Questions

Ottotax provides AI-supported data analysis for retirement portfolios. We review your existing holdings, model risk exposure, and produce a structured report that highlights areas of concern and potential adjustments. We do not manage assets directly or take custody of your funds.

No. Ottotax is an analytical service. The reports and insights we provide are intended to support your own decision-making or to be discussed with a licensed financial advisor. We do not provide personalised investment advice or execute trades on your behalf.

You share relevant portfolio information through our intake process, our systems run a structured review against a defined set of risk and allocation criteria, and you receive a written summary. Depending on your plan, this may include a follow-up conversation to walk through the findings.

We work with most common retirement account structures, including workplace pensions and personal retirement accounts. If you are unsure whether your specific account type is supported, our team can confirm this during the initial consultation.

We apply layered access controls and encryption practices to the data you provide, and limit internal access to what is necessary to deliver the analysis. Full details are outlined in our Privacy Policy, which we encourage you to review before submitting any information.

Turnaround depends on the complexity of the portfolio and the volume of requests at the time. Most clients receive their initial report within a few business days of completing the intake process. Exact timing will be confirmed when you engage our service.

Pricing depends on the scope of analysis required and is discussed directly during your consultation, since portfolio complexity varies from client to client. We do not publish fixed pricing on this site because it would not reflect every situation accurately.

No. Our analysis is designed to inform your thinking around capital protection and risk, but no service can guarantee future performance or eliminate investment risk. Any decisions you make based on our reports remain your own responsibility.

We work with a range of portfolio sizes. Rather than set a strict minimum, we assess suitability on a case-by-case basis during the initial consultation to make sure our analysis is genuinely useful for your situation.

This depends on the engagement you choose. Some clients prefer a written report alone, while others request a follow-up discussion to go through the findings in more detail. You can indicate your preference when you get in touch.

The simplest first step is to request a consultation through this site. A member of our team will outline the intake process, answer any outstanding questions, and confirm whether Ottotax is a good fit for your portfolio before any analysis begins.