Get inspired, challenged and upskilled

2025 Accelerate Summit

Melbourne, Thursday, 4 September, 9:00AM - 5:00PM

Where innovation meets advice

Join us this September for the 2025 Netwealth Accelerate Summit — a full-day event designed for forward-thinking advice firms looking to stay ahead of the curve.

Following a sold-out 2024 Summit with over 600 attendees, we’re returning with even more content, fresh perspectives, and a powerful new agenda tailored to advisers, operations teams and practice leaders alike.

Whether you’re focused on client engagement, practice growth, technology, investment strategies, marketing or operations — this is your opportunity to step away from the day-to-day and be part of the conversations shaping the future of advice.

 

What to expect

  • Curated content for your whole team across four dedicated streams
  • A mix of engaging formats including keynotes, adviser panels, pitch fests, and fireside chats
  • Ideas you can act on — from culture and client experience to AI and investment thinking
  • Opportunities to connect with peers, speakers and Netwealth leaders
  • A memorable day out with great food, dynamic spaces and high-energy sessions

 

View the full agenda

 

Event details

  • When: Thursday, 4 September, 9:00AM - 5:00PM
  • Where: Centrepiece, Olympic Blvd, Melbourne VIC 3000   Google Maps

 

 

 

 

 

 

 

 

Register now to secure your place 

Spots are limited and demand is already building. Don't miss out on one of the most valuable days in the advice calendar. 

 

 

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Agenda

20+ Sessions, four content streams

Check out the Accelerate Summit line-up with details

 

Morning Sessions (8am - 1pm)

Innovation Zones

Expo Hall from 8am

Whether you want to enhance business efficiency, portfolio construction, streamline your operations, or gain insights and education for your staff and clients, the innovation zones will have something for you - for engaging, questioning, and being part of the conversation that drives our industry forward.

Accelerate Stage 9:15am

Matt Heine outlines the future of the Netwealth platform and the benefits to advisers, admin staff and clients.





Accelerate Stage 10:00am

AI isn’t coming, it’s already reshaping how financial advice is delivered, decisions are made, and client relationships are built. In this fast-paced keynote, Dawid Naude will demonstrate how AI is far more than an optimiser of your status quo - it's a pathway to entirely new service models, revenue streams and customer experiences. With plenty of live demos and real-world use cases, Dawid will show how leading advisors and firms are harnessing AI for unparalleled multiplier effects across people, process and technologies. Walk away with practical insights to unlock productivity, insight, and growth.

Optimising your brain, biology & built environment

Discover Stage 11:30am

What if your greatest edge isn’t just skill or experience but your brain, your biology, and the spaces you work in? In this session, neuroscience and performance strategist Hannah Conkey unpacks the science of how we think, feel and perform, as well as what that means for the way we lead, advise, make decisions, and show up every day.

Accelerate Stage 11:30am

With more capital flowing into advice than ever before, how do you choose the right partner, or know if you need one at all? Hear from three experienced capital providers as they unpack the opportunities, trade-offs and truths behind growth funding, succession, and strategic investment. Whether you’re scaling up, stepping back, or just curious, this session will challenge assumptions and help you think differently about the future of your business

Innovate Stage 11:30am

In a world where client expectations are constantly evolving, how can advisers build loyalty that truly lasts? This keynote session unpacks Netwealth’s latest research into the behavioural drivers of client retention. Discover the 12 value drivers that matter most, and how they shift across the client lifecycle. Learn how to anticipate client needs, personalise your service, and deliver value that goes beyond investment returns. With practical strategies and real-world examples, this session will help you future proof your advice business and retain clients for life.

Best Practice Studio 11:30am

In today’s digital-first world, client engagement doesn’t stop at advice, it extends to how clients interact with their investments. Netwealth’s client portal and mobile app are designed to make that experience seamless, intuitive, and impactful. In this session you will learn practical strategies to onboard clients, explain login and usage, and identify key moments across the client lifecycle where the app adds value.

Unlocking private markets

Discover Stage 12:20pm

Private markets, once limited to large institutions, are now seeing increased access and growing investor interest. This surge brings both opportunities and challenges, such as lower liquidity, extended timelines, and varying information quality, making areas like due diligence and client communication more complex. This presentation provides practical tools for advice firms who want to enter private markets, covering current opportunities, insights and guidance in navigating this evolving sector.

Accelerate Stage 12:20pm

How do you build lasting relationships with Millennials and Gen Z, clients who value trust, transparency and digital first experiences? In this session, Flux co-founders Justin and Brett Joffe share practical strategies to engage the next generation through gamification, micro interactions and scalable technology while keeping the human touch that sets advice apart. Walk away with actionable ideas to future proof your business and strengthen client loyalty for years to come.

Innovate Stage 12:20pm

Technology usage is a perennial topic, and with new tools like AI it will remain at the forefront of business leaders’ minds. In this session we will talk to two practitioners who have are using technology for business growth and operational efficiency. Learn how to leverage Facebook and Instagram to drive growth, and how you can leverage technologies like Calendly and Filenote.ai (an AI toolkit) to better convert leads into clients and onboard clients efficiently.

Best Practice Studio 12:20pm

In today’s advice landscape, clients, particularly Emerging Affluents, are demanding more frequent and sophisticated portfolio reporting, often weekly or monthly. However, many advice practices struggle to meet this demand due to the time-intensive nature of traditional reporting workflows. This masterclass provides a practical, step-by-step guide to help advisers streamline their reporting processes using Netwealth’s reporting suite, enabling them to meet client expectations efficiently and at scale.

 

Afternoon Sessions (2pm - 5pm)

Pitch-fest on private markets: Four strategies that matter today

Discover Stage 2:00pm

Get ready for a high-energy, rapid-fire session where leading fund managers pitch their most compelling private market strategies. From private equity and venture capital to corporate lending and diversified credit, this curated showcase will spotlight innovative approaches to generating yield, managing risk, and accessing opportunities beyond traditional markets. Whether you're seeking diversification, downside protection, or investor-friendly structures, this session will arm you with fresh ideas to accelerate your investment offering.

Accelerate Stage 2:00pm

For many financial advice professionals, the idea of stepping away from client work to focus on business planning can feel like a luxury - or even a distraction. But what if dedicating just 24 hours to strategic planning could accelerate your business development by up to three years? Or perhaps you are among the four out of five businesses that lack a clear growth strategy? Companies with deliberate planning are twice as likely to experience

Innovate Stage 2:00pm

Join us for a rapid-fire session with some of Netwealth’s tech partners. In this curated session, Otivo, Intelliflo, LivePreso, and CBOE will pitch how their tech can enhance digital advice delivery, streamline practice operations, automate client reporting, and even unlock new investment opportunities. It’s the ultimate elevator pitch session: fast, focused, and full of ideas to future-proof your advice business.

Best Practice Studio 2:00pm

Time is precious. With rising service demands and the need to deliver exceptional client experiences, advisers and support teams are under pressure to do more with less. This showcase session introduces Netwealth’s latest automation tools, designed to help you work smarter, not harder.

Modern HNW strategies: Insights from Koda, Viola Private Wealth, and Eikon Financial Services

Discover Stage 2:50pm

This session explores the evolving landscape of high-net-worth advice, highlighting innovative strategies, service models, and technology trends that are redefining how advisers attract, engage, and retain HNW clients. Drawing on real-world insights from leading practitioners, the session will showcase practical approaches to delivering differentiated value, building enduring client relationships, and navigating the complexities of modern wealth management.

Accelerate Stage 2:50pm

As technology keeps changing, knowing how to pick and manage the right tools is essential for the adviser of the future. This session dives into the nitty-gritty of technology implementation in financial advisory practices, with a spotlight on operational resilience and smart decision-making. Attendees will hear from real-world case studies that showcase common missteps in tech deployments, like the fallout from poor software choices and what leads to implementation hiccups. We’ll also take a closer look at the gap between vendor demos and real-world performance, offering valuable insights into the human and cultural factors that can make or break tech rollouts - insights that are crucial for practice leaders and operations teams.

Innovate Stage 2:50pm

In an industry built on trust, how you show up visually matters. This session from Creatik explores how financial advisers can use familiar software, like PowerPoint, to strengthen brand perception, improve client engagement, and future-proof their business. Learn how visual consistency builds credibility, how accessible design supports aging clients, and how simple design strategies can make your materials more impactful. With practical examples and ready-to-use frameworks, this session empowers advisers to simplify their design approach and stand out - without needing new tools or a design background.

Best Practice Studio 2:50pm

Advice is getting harder to deliver: more systems, more data, and rising client expectations. This session shows how Unify brings it all together, consolidating data from across your tech stack to solve everyday challenges, like sourcing data for client reviews, managing software overload, strategic planning, and fixing data discrepancies. See how advice firms are using Unify’s aggregation tools and reporting dashboards to reduce admin, scale efficiently, and free up time to focus on what matters most: clients.

Building a billion-dollar business

Accelerate Stage 4:00pm

Join Matt Heine and two exceptional founders who have created incredible businesses worth billions. During this fireside chat they will share their insights into how to scale a business and the lessons they have learnt. Learn how the two different entrepreneurs achieved what most deem unachievable. Matt Heine will lead Tania and Andrew in a candid, fireside chat that is not to be missed.

Collaboration

Innovation Zones

Join Netwealth and our strategic partners at the Innovation Zones, designed for collaboration, featuring interactive displays and knowledgeable representatives ready to discuss and solve for the most pressing and hot topic opportunities facing our industry. 

DATA & DIGITAL DELIVERY

Accelerate your data capabilities

  • How can I elevate my client SOA experience while reducing my admin time? - Live Preso
  • How can I unlock revenue by offering scalable advice to previously underserved clients? - Otivo
  • How do I personalise client reporting efficiently and at scale? - Netwealth Client Reporting
  • How can I centralise my client data so it’s accurate and provides insights? - Netwealth Data and Insights

BUSINESS OPERATIONS & EFFICIENCY

Accelerate your staff, scale and business efficiency

  • How do I create a low-cost portfolio for my clients? - Netwealth Core Menu
  • What is the future of managed accounts, and how do they help me scale? - Netwealth Managed Accounts
  • How do I outsource the administration of non-custodial assets? - Netwealth Non-Custodial Administration
  • What features of Netwealth should I use to better streamline my back-office? - Netwealth Efficiency Tools

PORTFOLIO STRATEGY & CONSTRUCTION

Accelerate your investment proposition

  • How can I demonstrate value effectively to my clients? - Russell Investments
  • Where to look when stock to bond correlations shoot to 75 year highs? - Betashares
  • Getting a grip on uncertainty - Blackrock
  • How do I confidently build private markets portfolios for my wholesale clients? - iCapital
  • How can Private Equity reduce volatility and enhance returns? - JP Morgan Asset Management
  • How can I harvest more income for retirees? - Elston
  • How do I maximise outcomes for my clients in retirement? - Challenger
  • How exchange competition has led to better outcomes for investors - CBOE

CLIENT ENGAGEMENT, INSIGHTS & REPORTING

Accelerate your client engagement and education

  • How do I educate and engage the next generation of clients? - Flux
  • How do I stand out when clients expect more than ever? - Intelliflo
  • How do I deliver a better digital experience to clients? - Netwealth Client Portal
  • How do I keep up with the latest trends to stay ahead of the curve? - Netwealth IQ

With thanks to our event sponsors

        Summit 2024

Stat 1

600+
attendees

Stat 2

97%
rated very good

Stat 3

15+
CPD sessions

Stat 4

Peer
networking