Netwealth IQ Webinar
Advising the connected consumer: designing advice for a digital-first client
Evidence-based insights you can apply to your client experience.
Rebecca Wokes, Head of National Key Accounts, Netwealth
Overview
Today’s clients are becoming more digitally self-directed, yet still want a real adviser involved when the stakes are high.
In this CPD research keynote, we unpack the findings from the 2026 Advisable Australian report and what it reveals about how Australians want to engage with financial advice, now and into the future.
Drawing on insights from over 1,000 Australians, this session explores how trust, technology and human judgement intersect, and where advice firms can win by getting the balance right.
What you’ll learn
- How client attitudes to technology and AI are shifting across wealth and age segments
- Where clients actively prefer human advice, and where digital or AI‑enabled support is welcomed
- What Emerging and Established cohorts expect from advice experiences today
- Practical implications for designing advice journeys that build trust and loyalty
Who it's for
Built for Australian wealth professionals: advisers, practice principals, and ops/marketing leads to optimise the client experience across digital and human touchpoints.
Register now and earn CPD points.
Register
Register now and earn CPD points
Wednesday, 29 April 2026 12-1PM AEST
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Speaker
Rebecca Wokes
Head of National Key Accounts, Netwealth
Rebecca is the Head of National Key Accounts at Netwealth. With experience in Sydney, London, and Singapore, Rebecca leverages innovative solutions to build strong client relationships and drive strategic growth.
Rebecca’s achievements include positioning Netwealth as an industry tech leader through AI and innovation workshops and the implementation of cutting-edge products. Her collaborative approach has led to the swift adoption of new tech initiatives. Outside of work, Rebecca enjoys running, trail running, ultra-marathons, playing netball, and traveling with her family.
Resources
Catch up on other Advisable Australian resources
Advisable Australian Report
Bridging the value gap to win new clients
Based on our 2024 Advisable Australian research and the latest behavioural science principles, learn to recognise the barriers to financial advice and overcome the challenges of converting prospects into clients by bridging the 'value gap'.
Innovation Workshop
Acquiring more customers
In this self-guided workshop you and your team will utilise Netwealth's Value for Money model to uncover the touchpoints that matter for your prospects and develop actionable plans to turn them into clients.
Netwealth IQ Webinar
What does ‘value for money’ mean for your prospective clients?
Learn key findings and insights on improving value perceptions to enhance client acquisition. The session covers the Netwealth Value for Money Model and practical tactics to convert prospects into clients using behavioural science tools and frameworks.