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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.

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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.

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Managed accounts during volatility & beyond

Learn from four wealth professionals how managed accounts can enhance your client value proposition during volatile times and beyond.

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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.

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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.

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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.

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Latest thinking

Between Meetings

Creating a healthy workplace

Hear what workplaces should consider to support mental and physical wellbeing from Damien Mu, CEO of AIA Australia and New Zealand.

Listen to the podcast

Customer experience

How to deliver a five-star advice experience

Here how you can build a five-star service model from Stewart Bell of Audere Coaching & Consulting as he shares simple strategies to engage with your clients in a memorable way.

Watch the presentation

Portfolio Construction

Explore the income and total return opportunities in Australian equities

Hear from Plato and Firetrail as they share their insights on the opportunities, risks and considerations for investors when building a portfolio with Australian equities.

Watch the presentation

Portfolio Construction Podcast Series

What will global markets have in store for investors in 2021 podcast

Hear from Perpetual as they provide a 2021 outlook for the Australian and global economy and discuss how investors can generate positive returns in high-risk markets.

Listen to the podcast

Special reports


Business IQ

Business IQ Magazine - January 2021 Edition

Insights from Matt Heine's Between Meeting podcast series with business leaders as they explore the opportunities for advice practices.

Download the magazine


Advice strategies

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.

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Managed accounts

Managed accounts during volatility and beyond

Learn from four wealth professionals how managed accounts can enhance your client value proposition during volatile times and beyond.

Download the report


AdviceTech

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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Netwealth 2020 AdviceTech Report

 

2020 Netwealth AdviceTech report

In the fourth Netwealth AdviceTech Report, explore how leading businesses approach the task of planning and investing in AdviceTech.

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2020 AdviceTech Suppliers guide

Find out which AdviceTech suppliers are the most popular and understand key features and benefits for advice firms.

Download the guide

AdviceTech demos & events

Watch our AdviceTech presentations including a roundtable event with AdviceTech Stars & demos from 15 local & global AdviceTech suppliers.

Watch the presentations

Fast-track your AdviceTech roadmap

A workshop designed to help you prioritise technology against business objectives to develop an AdviceTech roadmap.

Access the workshop

Toolkits

Understand the role managed accounts can play in your business and the important factors to consider prior to their implementation.

Discover the resources

Our collection of guides and resources to help you navigate and capitalise on the changing financial advice landscape.

Discover the resources

We’ve worked with some of Australia’s leading innovation experts to create a collection of resources to inspire creativity in your team.

Discover the resources

Understand the changes to Self Managed Super Funds and what to consider if you're thinking about winding one up.

Discover the resources

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.

 

The portfolio construction podcast

Our investment research team pick 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.

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.

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Webinars

Business management

Strategies to improve personal and business productivity

Hear from author and podcast host Rob Hartnett, as he shares the champion mindset for change and the five things you can do now to improve your personal and business productivity.

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Business management

Best practices in selecting a licensee, asset consultant or tech provider

Hear from Encore Advisory Group's Tom Reddacliff, as he shares a framework & key criteria to consider when selecting a long term business partner such as a licensee, asset consultant or technology provider.

Watch the presentation

Portfolio Construction

Micro-cap companies and their investment potential

Hear from Ellerston Capital as they share an outlook on the Australian micro-caps sector, where the investment opportunities lie in the next 12 months and the key criteria to consider when researching and selecting micro-caps.​

Watch the webinar

Portfolio Construction

Explore the income and total return opportunities in Australian equities

Hear from Plato and Firetrail as they share their insights on the opportunities, risks and considerations for investors when building a portfolio with Australian equities.

Watch the presentation

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.

Read the article

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?

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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.

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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.

Read the article