Introducing the Advisable Australian
A new way to think about the Australian investor
Supporting our latest research, The Advisable Australian Report, we've created a Masterclass Video Series that will take your learning to a whole new level and give you the insights and confidence to unlock new business opportunities.
Learn the fundamental truths about client experience from speaker, author, Founder and CEO of Absolute Engagement, Julie Littlechild.View presentation
Join Simon Hoyle, Head of Market Insight at CoreData Research, to learn new ways to understand, profile and segment your client database.View presentation
Join Rob Jones, Co-Founder of Peloton, as he pulls apart service profile of the Emerging Affluent to create a dynamic pricing model.View presentation
The Emerging Affluent: Fight for the future is a playbook for financial advisers on how to attract, manage and retain The Emerging Affluent.
Are you ready to reach a thriving market? To find out what the Advisable Australian looks like and how they behave you must first understand the six dimensions that defines them:
Financial Capability is a measure of financial awareness, knowledge, confidence, ability to take control and access financial-related services.Learn more
Financial Resilience is a measure of financial preparedness and ability to navigate and withstand unexpected shocks and threats to financial security.Learn more
Financial Wellbeing is a measure of the impact on physical, mental and social health in relation to wealth and finance.Learn more
Advice Propensity is a measure of the likelihood to seek or use financial advice services and the perceived barriers to using financial advice services.Learn more
Technology Adoption is a measure of the technology usage, savviness, confidence and the value found in digital services.Learn more
Brand Affinity is a measure of perceptions, attitudes and loyalty when a person is evaluating a business.Learn more
The Advisable Australian: A new way to think about Australian investors provide guidance to help financial advice businesses
use the dimensions to better understand individuals, segment their target audience and enhance their advice value proposition.
Access the latest technology and innovations with Netwealth. Our focus is on ease and efficiency, which means we give you and your clients enormous capabilities without the complexity.