Insights
Discover new opportunities with our collection of special reports, articles, presentations, podcasts and more.
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Netwealth's 2021 AdviceTech Report
The 2021 Netwealth AdviceTech Report explores six major opportunities and crucial technology trends that advice firms should consider as they evolve their client value proposition and enhance their customer experience.
Portfolio Construction Trend Hunters
Catch up on our recent conference and watch 30 of the brightest minds in the Australian portfolio construction landscape explore emerging trends and investment opportunities. Each 45-minute session is fast-paced, giving you ideas from 3 Trend Hunters and their organisations, on ten topics from private label managed accounts to impact investing to finding yield in a low-interest environment.
Advice Foundations
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.
Reshaping the future - technical advice strategies
Four complex technical advice strategies for 2021 and beyond presented in a practical and easy to understand manner.
2021 Federal Budget for financial advisers
A technical summary of the changes that matter for Australian financial advisers and their clients.
Meet The Advisable Australian
The Advisable Australian is almost half of Australia's population who are the most likely to use or seek financial advice today. They are aged over 30 years old and are defined not just by their wealth, but several important factors, such as their financial literacy and resilience.
47.4% of the population are Advisable Australians
$9.7 trillion total household wealth held by Advisable Australians
24.5% are open to receiving financial advice in the next 3 years
65.7% seek advice sooner if found an adviser they could trust
To help advisers better understand who the Advisable Australian are, Netwealth surveyed over 1,000 people and developed a comprehensive two-volume Report.
The Advisable Australian (Volume 1)
A new way to think about Australian investors
Explore the Six Dimensions Customer Framework, which is a new way to think about the profile of investors, beyond the typical lens of life-stage, wealth and risk. It examines such things as financial literacy, investing attitudes and saving habits, financial wellbeing, as well as digital savviness and the propensity to use financial advisers.
The Emerging Affluent (Volume 2)
The fight for the future market
Explore The Emerging Affluent – a younger, well-educated, mostly professional Advisable Australian who have tremendous potential as financial advice clients both now and in the future. This report is a playbook on how to attract, manage and retain The Emerging Affluent.
Latest thinking
Between Meetings
Capitalising on data with wealth technology
Paul Campbell, Managing Director of Xeppo, shares the important role of data for business efficiency and how practises can use their data in a more insightful way to unlock a wealth of opportunity.
Advice strategy
What does the 2021 Federal Budget mean for you and your clients?
Hear from Netwealth's Head of Technical Services, Keat Chew, as he analyses the historic 2021 Federal Budget announcement to determine key action points for financial advisers.
Portfolio Construction Podcast Series
Growth and income opportunities with AREITs?
Australian Real Estate Investment Trusts (AREITs) have been one the biggest beneficiaries of the changing economy over the last 12 months. In this episode, we explore upcoming challenges and opportunities in the sector and how investors can gain a potential source of income and growth from AREITs.
Between Meetings
Talking tech with the founder of SEEK and Square Peg Capital
Paul Bassat, Co-Founder at Square Peg (and ex-CEO of SEEK and AFL Commissioner), discusses his experience and global perspective on emerging technology, the future of customer experience and early-stage tech investing.
Special reports
Sales and marketing innovation
Pirate Metrics Whitepaper
This whitepaper 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.
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.
Toolkits
Understand the role managed accounts can play in your business and the important factors to consider prior to their implementation.
Our collection of guides and resources to help you navigate and capitalise on the changing financial advice landscape.
We’ve worked with some of Australia’s leading innovation experts to create a collection of resources to inspire creativity in your team.
Understand the changes to Self Managed Super Funds and what to consider if you're thinking about winding one up.
Innovation
Netwealth Innovation Toolkit
We’ve worked with some of Australia’s leading innovation experts to create a collection of downloadable resources, workshops and tools to inspire creativity in your team. These simple exercises have been designed to help your business see innovation differently and identify new areas of enhancement.
Podcasts
Between Meetings with Matt Heine
Matt Heine, Joint Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers and the wealth industry.
Important resources
- Ep 62: Capitalising on data with wealth technology - Paul Campbell
- Ep 61: Talking tech with the founder of SEEK and Square Peg Capital - Paul Bassat
- Ep 60: Exploring ESG, impact investing and the megatrend of net zero - Kate Temby
- Ep 59: Delivering hyper-personalised wealth solutions with technology - Greg Kirk
The portfolio construction podcast
Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of wealth management professionals to uncover unique insights on the investment areas they are passionate about while also sharing fascinating stories and lessons from their experience.
Important resources
- Ep 45: Global equities: Finding sustainable competitive advantages - Intermede Investment Partners
- Ep 44: Income for life: Strategies for retirement - Martin Currie
- Ep 43: The evolution of ESG investment strategies - Russell Investments
- Ep 42: Growth and income opportunities with AREITs - CBRE Investment Management
What life really looks like with managed accounts
In this special report, we examine how managed accounts are being used by advice practices, with a particular focus on how they improve customer engagement and business efficiencies.
Webinars
Business management
Strategies to improve personal and business productivity
Hear from author and podcast host Rob Hartnett, as he shares the champion mindset for change and the five things you can do now to improve your personal and business productivity.
Business management
Best practices in selecting a licensee, asset consultant or tech provider
Hear from Encore Advisory Group's Tom Reddacliff, as he shares a framework & key criteria to consider when selecting a long term business partner such as a licensee, asset consultant or technology provider.
Portfolio Construction
Micro-cap companies and their investment potential
Hear from Ellerston Capital as they share an outlook on the Australian micro-caps sector, where the investment opportunities lie in the next 12 months and the key criteria to consider when researching and selecting micro-caps.
Portfolio Construction
2021 investment opportunities with Roger Montgomery
Hear from Roger Montgomery on whether there is a silver lining to the uncertainty of recent times and if conditions are set to boom in infected economies.
Cultural mega-trends that matter to financial advice
Article
How to build consumer confidence with trust
Trust is a commodity that companies covet. Gone are the days of blind confidence and loyalty based solely on brand familiarity.
Article
How spiritual enlightenment can shape your approach to clients
What’s the connection for financial advisers to spiritual enlightenment, a global mega-trend centred on finding meaning?
Article
Help consumers feel good with guilt-free goals
Doing good has become part of brand strategy as consumers across the globe look for ways to make an impact with their buying choices.
Article
Why the rise of the female matters to your advice business
The rise of females gives advisers an opportunity to take a new approach at empowering female customers and building financial literacy.
With change comes your chance to think differently
Our collection of guides and resources to help you navigate and capitalise on the changing financial advice landscape.
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.
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.
Managed accounts during volatility & beyond
Learn from four wealth professionals how managed accounts can enhance your client value proposition during volatile times and beyond.
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.
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.
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.