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Take control of your own financial future. Enjoy the choice and control you deserve using Netwealth’s wide range of investment and superannuation options.

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Access the latest technology and innovations to manage your super and investment portfolio your way. Find out how you can get access to our comprehensive set of online tools.

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75,000+
Netwealth account holders

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$25+ billion funds under management & administration

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2,500+ advisers
using the platform

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300+
Netwealth staff members

2020 Netwealth AdviceTech Report

Discover how successful AdviceTech firms are using technology in ways that bring tangible benefits to themselves and their clients.

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Attracting & retaining high net worth clients

Explore seven strategies to attract more high net worth individuals as clients.

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Providing advice to retirees

Discover insights on how to engage new and existing retiree clients.

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Insights

 

Between Meetings with Matt Heine

Evolving risk-profiling and adopting goals-based advice

Discover how advice businesses can evolve risk profiling from a compliance tool to a meaningful solution for their clients.

Listen to the podcast

Value proposition

Providing advice to retirees

Discover insights on how to engage new and existing retiree clients, plus explore retirement income strategies and other advice considerations.

Download the report

Advice strategies

The future growth paths for Australian advisory firms

Explore how valuation and pricing models might change, what advice propositions will dominate the industry and business performance benchmarks in the post grandfathering era.

Watch the presentation

Investment strategies

How climate change and ESG factors are driving an investment shift

Learn about how climate change, ESG and other intangible factors are helping investors make better company valuations and more informed investment decisions.

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