Insights
Discover new opportunities with our collection of special reports, articles, presentations, podcasts and more.
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Meet the Advisable Australian
Australia is currently home to about 18 million people aged over 18 years old with a combined household wealth of approximately $9.3 trillion. The Advisable Australian report looks to understand the wealth characteristics and attitudes of these people, looking at such factors as their financial literacy, wellbeing, resilience and likelihood to use financial advice. Not all Advisable Australians look the same, and nor do they behave in the same way or have the same financial advice needs and preferences. We divide the universe of Advisable Australians into four distinct groups.
Established Affluent
Over 45 years old, wealthy individuals, highly engaged in investing and most likely to already have an adviser. The approximately 2.8 million Established Affluent Advisable Australians have total household wealth of about $4.1 trillion.
Emerging Affluent
Under 45 years old, wealthier individuals, highly engaged and interested in investing, and most likely to seek an adviser. There are approximately 1.9 million Emerging Affluent Advisable Australians accounting for about $1.8 trillion of household wealth.
Established Mass Affluent
Over 45 years old, lower-income earners with fewer investments. The 8.0 million Established Mass Market Advisable Australians account for about $2.3 trillion of household wealth.
Emerging Mass Affluent
Under 45 years old with modest to low wealth, with low levels of investment. Approximately 5.3 million Emerging Mass Market Advisable Australians account for about $1.1 trillion of household wealth.
Netwealth's 2021 AdviceTech Report
The 2021 Netwealth AdviceTech Report explores six major opportunities and crucial technology trends that advice firms should consider as they evolve their client value proposition and enhance their customer experience.
Advice Foundations
2022 Technical Roadshow - Across the golden line
Discover strategies for individuals and families planning for their golden years of retirement and catch up on Keat's national adviser roadshow.
Advising on platforms - looking beyond cost
Unpack the legal framework that applies to you when it comes to advising clients on which super and investment platform they should use.
Reshaping the future - technical advice strategies
Four complex technical advice strategies for 2021 and beyond presented in a practical and easy to understand manner.
2022 Federal Budget for financial advisers
A technical summary of the changes that matter for Australian financial advisers and their clients.
Latest thinking
Between Meetings
Building a wealth business with investment insight
David Wright, CEO & joint founder of Zenith Investment Partners, shares what he has learnt from building his own wealth business, the trends he is seeing in the industry, and the challenges with ESG.
Advice strategy
What does the 2022 Federal Budget mean for you and your clients?
Hear from Netwealth's Head of Technical Services, Keat Chew, as he analyses the 2022 Federal Budget announcement to determine key action points for financial advisers.
Portfolio Construction Podcast Series
Rising interest rates and the return of Australia’s two-speed economy
Listen to WaveStone Capital’s Portfolio Manager Catherine Allfrey as she discusses the divergent paths for resources, financials and industrials and the opportunities available to investors as the interest rate cycle normalises.
Between Meetings
Curating your client’s best life with wealth technology
Santiago Burridge, CEO & Co-founder of Lumiant, discusses why he started a new tech company mid-career, the importance of non-financial family members and the role of life goals and values when providing financial advice.
Special reports
Sales and marketing innovation
Pirate Metrics Whitepaper
This whitepaper breaks down the entire client lifecycle into six distinct parts, providing valuable insights and new ideas to hopefully challenge your status quo.
Business IQ - Edition 3
Business IQ Magazine - August 2021
Meet the emerging affluent - a story about the game changing Millennials taking advice by storm, and explore insights from Matt Heine's Between Meetings podcast series with business leaders.
Advisable Australian
Introducing the Emerging Affluent: Fight for the future market
This report is a playbook for financial advisers on how to attract, manage and retain the digital savvy Emerging Affluent.
Toolkits
Understand the role managed accounts can play in your business and the important factors to consider prior to their implementation.
Our collection of guides and resources to help you navigate and capitalise on the changing financial advice landscape.
We’ve worked with some of Australia’s leading innovation experts to create a collection of resources to inspire creativity in your team.
Understand the changes to Self Managed Super Funds and what to consider if you're thinking about winding one up.
Innovation
Netwealth Innovation Toolkit
We’ve worked with some of Australia’s leading innovation experts to create a collection of downloadable resources, workshops and tools to inspire creativity in your team. These simple exercises have been designed to help your business see innovation differently and identify new areas of enhancement.
Podcasts
Between Meetings with Matt Heine
Matt Heine, Joint Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers and the wealth industry.
Important resources
- Ep 69: Building a wealth business with investment insight - David Wright
- Ep 68: Curating your client’s best life with wealth technology – Santiago Burridge
- Ep 67: Connecting staff and technology to scale wealth firms - Catherine Robson
- Ep 66: The emotional dimension of business and wealth strategy - Kristine Brooks
The portfolio construction podcast
Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of wealth management professionals to uncover unique insights on the investment areas they are passionate about while also sharing fascinating stories and lessons from their experience.
Important resources
- Ep 50: Rising interest rates and the return of Australia’s two-speed economy
- EP 49: What does inflation mean for fixed income portfolios? - Macquarie AM
- Ep 48: Finding investment opportunities in local markets - First Sentier Investors
- Ep 47: Asset allocation strategies for inflationary markets - Blackrock
What life really looks like with managed accounts
In this special report, we examine how managed accounts are being used by advice practices, with a particular focus on how they improve customer engagement and business efficiencies.
Cultural mega-trends that matter to financial advice
Article
How to build consumer confidence with trust
Trust is a commodity that companies covet. Gone are the days of blind confidence and loyalty based solely on brand familiarity.
Article
How spiritual enlightenment can shape your approach to clients
What’s the connection for financial advisers to spiritual enlightenment, a global mega-trend centred on finding meaning?
Article
Help consumers feel good with guilt-free goals
Doing good has become part of brand strategy as consumers across the globe look for ways to make an impact with their buying choices.
Article
Why the rise of the female matters to your advice business
The rise of females gives advisers an opportunity to take a new approach at empowering female customers and building financial literacy.
With change comes your chance to think differently
Our collection of guides and resources to help you navigate and capitalise on the changing financial advice landscape.
How to build your value proposition
Learn how to clearly and succinctly articulate the reasons clients should engage your services or invest in the products you recommend.
Best interest duty & platform advice
Explore why you need to look beyond price to meet your client needs and legal obligations when it comes to platform selection.
Managed accounts during volatility & beyond
Learn from four wealth professionals how managed accounts can enhance your client value proposition during volatile times and beyond.
How to attract & retain high new worth clients
Explore seven strategies to evolve your service offering and attract more high net worth individuals as clients.
Your own AFSL - What you need to know
Understand the benefits, challenges and tips for businesses looking to self-licence, and how to apply for your own AFSL.
How to choose the right dealer group
Identify the key criteria for assessing which dealer group you should join, and why price should be the least important factor.