Special reports
Our collection of guides take a deep dive on a diverse range of topics.
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 on the 2022 Adviser Technical Roadshow with Keat Chew, Head of Technical Services at Netwealth.
Value propostition
Finding your treasure with Pirate Metrics
This whitepaper helps you navigate the choppy waters of client engagement. It 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.
AdviceTech
2021 Netwealth AdviceTech
In the fourth Netwealth AdviceTech Report we explore how leading businesses approach the task of planning and investing in AdviceTech to support their activities.
Advisable Australian
The Advisable Australian: A new way to think about Australian investors
This report is designed to help financial advice businesses better understand investors, segment their target audience and enhance their advice value proposition.
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.
Business IQ
Future of advice - Business IQ magazine
Expand your perspectives with articles on business, your clients and the world we live in.
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.
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.
Value proposition
Providing advice to retirees
Discover insights on how to engage new and existing retiree clients, plus explore retirement income strategies and other advice considerations.
Value proposition
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?
Technical strategies
Next super steps
This guide explores four super strategies designed to elevate your superannuation advice in 2020 and beyond.
Value proposition
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.
Cultural trends
Cultural mega-trends that matter to financial advice
Explore three behavioural shifts that are happening right now, and how your business can evolve with them.
Managed accounts
What life really looks like with managed accounts
We speak to advisers and experts as to how managed accounts are transforming advice.
Innovation
Lessons from the UK financial advice reform
Investigate what Australian advisers can learn from their UK counterparts and their advice reform.
Technology
2019 Netwealth AdviceTech
research report
Examine the twenty-six technologies used by advisers in their practice – their adoption, benefits and suppliers.
Marketing
How a busy financial adviser can turn limited time into marketing success
Learn simple yet powerful techniques to develop a marketing strategy to grow and retain your customer base.
Technical strategies
Winding up a SMSF the right way
Understand the changes to SMSFs and what to consider if you're thinking about winding one up.
Technical strategies
Outside the super square
This guide explores four alternative super strategies, that look outside the super square.
Customer experience
Removing customer friction
Learn from the companies revolutionising customer experience how you can remove friction for your clients.
Value proposition
How to build your value proposition
Learn how to clearly and succinctly articulate the reasons clients should engage your services.
Culture and operations
How to choose the right dealer group
Identify the key criteria for assessing which dealer group you should join.
Culture and operations
Your own AFSL - what you need to know
Considerations for businesses looking to self-licence, along with how to to apply for your own AFSL.
Innovation
Open source innovation - Book of ideas
This book contains over 40 innovative ideas addressing the financial needs of young adults.
Managed accounts
Building the business case for a private label managed account
What to consider when establishing your private label managed account.
Technical strategies
Planning beyond 2020
Now that the dust has settled on the changes made to super in 2017, it is time to begin planning for the future.
Managed accounts
Managed accounts: A business transformation solution
Understand the role managed accounts can play in your business and the important factors to consider.