With change comes your chance to think differently

Navigate and capitalise on the changing financial advice landscape with help from our collection of guides and resources.

Thinking about your future? 

This changing financial advice industry gives you a chance to do things differently – whether it be enhancing efficiency via new technology, re-evaluating a business proposition, or revisiting a current business structure.

We’ve developed a suite of resources to help you navigate this changing landscape – our Change/Chance Series. This selection of guides and articles delve into topics that are front of mind for advisers, now.

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.

Download guide

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.

Download guide

Managed accounts during volatility & beyond

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

Download guide

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.

Download guide

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.

Download guide

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.

Download guide



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

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

Watch the presentation

With change comes your chance to use the #1 rated platform

In this changing financial advice landscape comes your chance to take advantage of the latest technology and innovations. Discover why analysts and advisers rate Netwealth the #1 platform for functionality and overall user satisfaction*.

Celebrating over 20 years

Established in 1999, Netwealth is ASX-listed (NWL) and has over $30 billion FUMA.

Rated Australia's #1 platform

We are recognised as the leading specialist platform, rated number one by analysts and wealth professionals.

Run your business, your way

By partnering with us, we take the time to understand your business and provide solutions that will make a difference to you.

A commitment to the future

We release new platform enhancements every two weeks, ensuring our technology evolves with your and your clients' needs.

With change comes your chance to use new technology

Technological advances and changes in consumer expectations have led to new solutions that are helping advisers improve client engagement, ease compliance burden and realise new efficiencies. Explore the different AdviceTech making waves in the financial advice industry.

 

Managed accounts during volatility and beyond

Understand the role managed accounts can play in enhancing your client value proposition.

Download guide

2020 AdviceTech Research Report

Understand the tech gaining traction and benchmark your business against your peers using usage rates across 26 AdviceTech categories.

Download guide

AdviceTech suppliers guide

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

Download guide

Explore how to become an AdviceTech star

Explore how leading businesses approach the task of planning and investing in AdviceTech.

Watch the presentation

With change comes your chance to grow your business

How to grow your client base and keep your existing clients using these simple and effective sales and marketing strategies.

 

How a busy financial adviser can turn limited time into marketing success

Simple yet powerful techniques to help you develop a marketing strategy and tactics to grow and retain your customer base.

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Removing customer friction from the financial advice process

If you're competing against the world’s customer experience experts, what can you learn from them about removing friction? And how can you apply that to your advice practice?

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How to articulate your value effectively

Kim Payne, of 9rok Consulting, discusses how to effectively communicate the value you provide and she shares marketing strategies to get your message heard.

Listen to the podcast

How to attract and retain high net worth clients

Explore seven strategies to evolve your service offering and attract more high net worth individuals as clients.

Read guide

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 guide

Next-generation advice needs

As we prepare for the largest inter-generational transfer of wealth in history, who are the next generation of advice clients and how do you reach them?

Download the guide

Secrets to success from industry experts

Matt Heine, Netwealth Joint Managing Director, chats to industry professionals on their path to success and what opportunities they see for the wealth industry.

Listen to the podcasts

The future growth paths for Australian advisory firms

Explore changing valuation and pricing models and advice propositions that may dominate the industry.

Watch the presentation

With change comes your chance to innovate

We’ve worked with some of Australia’s leading innovation experts to create a collection of downloadable resources, workshops and guides to inspire creativity in your team, spot new opportunities, and set your business apart.

Customer journey workshop

Use this full-day workshop to identify pain points in your customer’s experience with you, and develop innovation solutions to address them.

Download the toolkit

The 10 types of innovation

Discover a framework for businesses to recast their notions of innovation and develop a means through which to understand how it can truly impact all elements of their business.

Download the guide

Building tomorrow's advice firm

Hear from three financial advisers who share how they're future-proofing their business by managing shifts in consumer expectations.

Watch the videos

Spark creativity in your business

Access tools designed to help you with creative problem solving and collaborative team thinking so you can arrive at innovative, impactful solutions.

Read more

Would you like to learn more about our products and services?

We would love an opportunity to chat. You can contact us on 1800 888 223, or email us at contact@netwealth.com.au.

Learn more about our adviser solutions