Benchmark for value Book a meeting The big five

Advisers change lives. Here's the proof.

From building trust to protecting assets and reducing stress, advisers do far more for clients than meets the eye.

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That is where the Value of an Adviser Report comes in.

Now in its eighth year, the 2025 report goes beyond theory. Backed by market research with nearly 900 Australians—including financial advisers, advised clients and unadvised investors—it reveals the true impact of advice for today’s clients. It also shows what it takes to stay relevant for tomorrow.

Packed with insights, tips and fresh data, the report helps advisers clearly demonstrate and communicate their full value.

People talking to eachother
 

Introducing the inaugural VOA Index

A new benchmark for value

Our new Value of an Adviser Index measures how strongly each component of the Value of an Adviser formula influences client satisfaction.  We analysed patterns in client responses to see what matters most to them. Then each received a score indexed to 100.

The result is a new data-backed view of what is truly driving client satisfaction in 2025. 

 

What is driving client satisfaction in 2025

 
 

Download the 2025 Value of an Adviser Report

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Want to put this into practice? Book a meeting with your Regional Manager and get access to The Practical Value of an Adviser Guide that includes research insights, conversation starters and strategies to help you demonstrate your value.

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The Big Five: Unpacking the biggest stories from our research

Across the coming months, we’ll be unpacking the five most important stories from our research, starting with 'Clients don’t want protection, they want control'. Each story shares key insights from the research and how to turn them into positive outcomes for you and your clients.

What advisers are saying about the Value of an Adviser Report

“It helps to articulate our value to clients but also is a massive confidence boost. It helps reset and re-align my thinking about value.”

— Adviser, QLD

“Allows me to better communicate the value of advice and justify the fee charged, but best of all allows me to feel better about the service I provide.”

— Adviser, SA

“It's helped me have better conversations with prospects and I’m able to narrow down to a few areas which interested them.”

— Adviser, NSW

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