Value of an Adviser extends beyond the annual report. Explore client-ready resources and adviser tools designed to help you strengthen client conversations, demonstrate your value and grow your practice.
Find a resource
Tools to support your clients and your practice
Browse practical resources designed to support client conversations, communicate your value and turn insights into action.
Client-ready resources to support conversations about investing, behaviour, diversification and the value of professional advice.
Practical tools to help strengthen your client experience, communicate your value and turn the latest research into action.
Resources to support better conversations, from market volatility and behavioural coaching to changing client needs and priorities.
Explore practical workshops and support to help put the latest Value of an Adviser insights into action.
Interested? Let’s talk
Select what you'd like to explore and your Regional Manager will be in touch to discuss the right next step.
UNDERSTAND YOUR CLIENTS
Client Segment Workshop
Explore how expectations and motivations vary across generations and gender, and identify practical opportunities to strengthen client engagement.
Interested? Select “Client Segment Workshop” in the form.
MAKE YOUR VALUE MORE VISIBLE
Value of Advice Workshop
Use the Value of an Adviser framework to identify, articulate and communicate the value your business delivers beyond investment returns.
Interested? Select “Value of Advice Workshop” in the form.
CREATING CAPACITY SUPPORT
Build a more scalable advice business
Explore practical resources to improve consistency, create capacity and deliver more personalised advice as your business grows.
Interested? Select “Creating capacity” in the form.
TURN INSIGHT INTO ACTION
The latest Value of an Adviser research highlights growing client expectations alongside increasing capacity pressures for advice businesses.
Explore how professionally managed portfolios can help create capacity, support consistent implementation and give advisers more time to focus on the conversations where their expertise matters most.
Client objective
Showing all client scenarios.
Core portfolio
Seeking professionally managed diversified portfolios and values a disciplined, long-term approach.
Recommended solution
Multi-asset coreConsistent growth via multi-asset.
Core portfolio
Focused on reducing investment costs while maintaining broad market exposure.
Recommended solution
Strategic IndexEfficient market exposure at lower cost.
Core portfolio
Seeking portfolios that reflect personal values alongside investment objectives.
Recommended solution
Sustainable SolutionsDiversified exposure with ESG focus.
Specialist portfolio
Investors seeking enhanced growth potential and willing to accept volatility.
Recommended solution
Geared 120Amplify gains through geared exposure.
Specialist portfolio
Sophisticated investors seeking return sources beyond traditional asset classes.
Recommended solution
Private MarketsIntroduce differentiated exposures.
Specialist portfolio
Clients requiring ongoing income support, often approaching or living in retirement.
Recommended solution
Income PortfoliosSupport reliable income generation.
See what almost 1,000 Australians told us about the changing value of financial advice. Inside, discover: • What clients value most and where adviser perceptions differ • How expectations are changing across generations • Three priorities for advice businesses to help turn the research into action
Many advisers spend a great deal of time explaining the immediate value of advice. Fewer explicitly show why advice works best when clients stay. Yet our research suggests that advisers who can demonstrate the long-term worth of advice may be far better placed to turn initial interest into enduring client relationships.
