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Financial planning licensee / aggregator/ full-service broker

Drive adviser retention, expand funds under advice

Use evidence-led insights to understand Adviser sentiment, pressures, and behaviours, enabling you to strengthen relationships, reduce attrition, and attract new Advisers. Our insights help guide strategies that lift engagement and Adviser-generated revenue across your network.

Help advisers win & retain more clients

Client and market research intelligence reveals where Advisers can convert the unadvised and retain high-value clients. Equip Advisers with the insights they need to identify growth opportunities, deepen relationships, and drive sustained revenue uplift.

Enhance adviser efficiency, lift productivity and profitability

Insights into platform usage, digital behaviours, and support needs inform smarter service design. Optimise workflows to save Adviser time, reduce operating costs, and unlock greater capacity—boosting profitability at both the Adviser and licensee level.

Drive growth via managed account adoption

Gain a data-driven understanding of Adviser needs and client outcomes supports more effective managed account strategies. Free up Adviser time, enhance scalability, and improve profitability by aligning adoption efforts with what drives real value.

Target and support high-value advisers for scalable growth

Leverage segmentation, behavioural research and adviser profiling to identify and nurture those with the highest growth potential. Guide tailored communication and support strategies that maximise productivity, mitigate risk, and grow revenue per Adviser.

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why choose us

The leading researcher chosen by leading licensees and brokers

About us

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in Australia

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years

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DEGREE COVERAGE

Deep expertise

Analytical rigor and strategic thinking, paired with advanced social science and statistical techniques to help you gain competitive advantage

Global perspective

We pride ourselves on providing the best research in the across retail trading, wealth management and investing industries

Unmatched insights

Delivering comprehensive coverage of market trends, analysis and customer behaviour to inform strategic decisions

Delivering the research
you need to succeed

Financial advice

This research reveals how Australians want to receive financial advice—highlighting unmet needs, preferred delivery models, and willingness to pay. By uncovering evolving client expectations and engagement preferences, it equips advisers and providers to design more relevant, accessible, and valued advice experiences.

Managed accountant

Gain a thorough understanding of financial advisers’ use of and attitudes towards direct equities and managed accounts—two intrinsically linked and highly topical areas for financial planners and investors alike. Discover practical insights to better align your products, support services, and engagement strategies.

Plattform benchmarking and competitor analysis

Benchmark your platform against industry leaders with statistically backed insights into features, functionality, and service delivery. This research helps you identify gaps, drive innovation, and enhance adviser satisfaction—offering a comprehensive view of how top platforms are meeting the evolving needs of advisers and investors.

SMSFs

Understand the dynamics of the SMSF ecosystem with insights into trustee goals, behaviours, and relationships with investors, advisers and accountants. Explore how advisers and accountants support SMSF trustees, and examines their interactions with platforms, software, administrators, and product providers—equipping you to better meet the evolving needs of all stakeholders.

Want to learn more about our research and insights?

Gain a 360 degree view of your market across a range of topics

Insights and data to help you gain a complete understanding of your market, spanning a broad range of verticals including

Adviser / unadvised clients

Adviser profiles

Adviser sentiment

Demographics

Client acquisition and retention

Commumication preferences

Digtal tools

Educational needs

Market penetration

Platform development and scores

Managed account preferences

Segmentation

SMSF and retirement markets

A commitment to collaboration

A seamless and effective project management experience, with clear communication, global reach, and a tailored approach to help you achieve your goals.

Executive briefings

Engage directly with our industry research experts in high-impact sessions that transform complex data and analysis into clear, high-value, actionable insights that help you move from insight to decision with confidence.

Detailed reporting

Gain in-depth, actionable data and insights powered by advanced analytics, world-class data security, GDPR-compliant privacy standards, and sophisticated visualisation, giving you absolute clarity on the metrics and trends that matter most.

Expert guidance and methodology

Work with a dedicated team that blends deep industry research expertise with rigorous, proven research methods to ensure your decisions are grounded in insights you can trust and strategies that deliver measurable result

Personalised support

Benefit from ongoing support from our research experts through a tailored, collaborative approach with flexible insight solutions designed to address your industries unique challenges as they evolve. We create industry research packages designed to meet your specific business needs, ensuring maximum impact.

Delivering the research
you need to succeed

Want to learn more
about our research?

If you're a financial services provider keen to learn more about our research reports, want to join our survey panel community, or are a journalist looking to discuss media opportunities, we’d love to hear from you.

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