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Pricing Advice Research 2nd Edition


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Pricing Advice Research - Second Edition

How, When, and How Much are Australian financial advisers charging for their advice?

The Adviser Pricing Models Research Report second edition is an in-depth study into the fee models used by financial advisers around Australia. Expanding on our world-first research released in 2009, this second edition unveils information collated from 433 financial advice businesses. Discover what models are being used, how much advisers are charging, the challenges they faced and how they overcame them. We revisit five business models that were featured in the first edition to see how their models have evolved, and we feature ten new business models in their entirety.

At $1,995, this is no coffee table book. Your investment will provide you with priceless insights that will help you gain a better understanding and appreciation of a wide range of pricing techniques.

There are numbers on what advisers are charging for engagement fees, ongoing fees, insurance advice. See the average chargeout rates for advisers, paraplanners and support staff - and how they are used. There is information on pricing insurance, stockbroking, financial planning from a wide range of licensee sizes, and those located within accounting practices.

Whilst fees and pricing are now regularly discussed in workshops, conferences and PD days, the issue of pricing effectively, and transitioning a business remains one of complexity, challenge, and often confusion. One of the key findings in this research is that done well, it's a positive experience for a business. Empower yourself with the knowledge contained in this report and benefit from the real-world experience of advisers that have successfully implemented pricing changes in their practice. This report allows you to:

  • obtain information on how other advisers have succesfully transitioned their business to a fee model
  • gain an understanding of a range of different models that are being used
  • compare your own pricing model to others in the market

This report is only available in hard copy and includes invaluable information for anyone who is looking to create, or revise their pricing model.

To gain further insight into what is included in the research, click here to read the Introduction and Summary of Participants.

To purchase your copy of the Report -

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