Constructing the right advice fee model for the Emerging Affluent

Presented by Rob Jones, Co-Founder of Peloton


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About this presentation

Accuracy of pricing advice has never been more important. In this presentation, Rob Jones, Co-Founder and Principal Consultant at Peloton, as he pulls apart the types of services that the Emerging Affluent needs from their advice relationship and how to structure a dynamic pricing model.

Rob will show you how any pricing model must be able to “flex” and remain in step with advice needs and will help you:

  1. Understand the service profile of the Emerging Affluent.
  2. Structure a dynamic engagement with the Emerging Affluent.
  3. Apply the “right fee” – right for your clients and for you.

The Emerging Affluent are younger, well-educated, mostly professional Advisable Australians who have tremendous potential as financial advice clients, both now and in the future.

  • Today there are 1.5 million of them who control about $2.2 trillion of household wealth*.
  • 70.0% are Generation Y, with an average age of 37. Not surprisingly they are tech early adopters.
  • Four in 10, use a financial adviser today with another 5 in 10 likely or possible to seek advice soon.
  • Almost half are looking to build or diversify their investment portfolio in the next 3 years.

*Netwealth The Advisable Australian Report 2021

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