Pricing Research

The fourth edition in a decade of our pricing research is now available, and contains in-depth information collated from 320 advice businesses, about how they charge for their advice in the 2017 financial year.

Since releasing the world-first research into adviser pricing models in 2009, ELIXIR CONSULTING has continued to research the market every few years, to answer all the questions you ever had about how other advisers charge for advice.

This latest research will help you stay ahead of the curve and assist you to build a unique pricing and service model that is best suited to your business. This data removes the mystery around pricing and showcases the models that work, provides solutions to the challenges faced by most advisers, and offers insights into the amounts being charged at different points in the advice process.

This research answers the age-old question…”how do other advisers charge?”

Read the research to understand the trends and pricing models being used by your peers in the Australian advice profession. How, When and How Much are other advisers charging for their advice.

Expand your knowledge and understanding about the models being used and figures being charged, for pricing in the following areas:

  • insurance advice
  • engagement fees for new clients with comprehensive and limited scope advice,
  • engagement fees for aged care, estate planning, finance advice
  • ongoing fees – for comprehensive and limited scope advice

Explore different pricing models and see how advisers would charge in 6 different client case studies, ranging from the tradie wanting to protect his young family, to wealth creators, wealth builders, pre-retirees, retirees at varied levels of wealth and an elderly client moving into aged care.

If you are an adviser who is refining their fee structures or licensee staff who help them; this information is invaluable for you. Understanding what models are working for others and what price points are being used will assist you in considering alternative solutions to your challenges, and understand how your own pricing model compares to the market.

This Research is available in a variety of formats:

Adviser Pricing Models Research – Risk Advice Insights edition

This Risk Advice Insights Summary edition is a single download digital file designed for risk specialist advisers who want to see the pricing for insurance advice only.

$199 inc GST

$ 199.00Add to cart

Adviser Pricing Models – Financial & Risk Advice Insights edition

This Advice Insights – Financial & Risk edition is a single download digital file for advisers wanting just the summary info for financial and risk advice – it contains the chapters of Key Findings, The Numbers and Models used, and Pricing Insurance Advice.

$299 inc GST

$ 299.00Add to cart

Adviser Pricing Models Research – FULL REPORT

The Full Research Report is available in hard copy only, and includes everything from the Summary versions plus chapters on Client Case Studies, a snapshot of six full Business Models in practice, Challenges, Emerging Trends, and Further Insights.

Individual copies $1,499 inc GST per report.

$ 1,499.00Add to cart


For licensees and corporate businesses wanting to upskill their staff and master the knowledge to help with this critical area of advice businesses, we can create a package to suit your needs:

  • Multiple copies of the hard copy (full) Research Report
  • Plus online OR in-person meeting with your team to present and discuss the findings
  • Plus distribution rights of the digital summary version to your adviser network
  • (optional) add a conference speaker for your event, to share the findings (all delegates can receive the digital version)
  • (optional) add a slide deck for PD day presentation – to be delivered by your own staff – including one prep/training workshop prior to delivery

From $10,000 (+GST)

Corporate Package Inquiry

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