Testimonials
What do clients say about Wealth Insights?
“The Wealth Insights reports lead the industry in providing insights into advisers, their practices and their mindsets. This is invaluable research for a fund manager as it informs all aspects of your business, including product design, marketing and distribution.”
Kate Mulligan
Managing Director
Advance Funds Management
“We have been buying the Assirt/ Wealth Insights research for more than five years. Our management team has always found the research insightful and robust. I find it one of the best sources of information on our industry and I constantly refer to the reports.”
Nicolette Rubinsztein
General Manager, Strategy
Colonial First State
“Macquarie believes the Wealth Insights Adviser Reports are one of the best and most insightful guides to adviser service satisfaction levels and market trends. We look forward to continuing our subscription to this service and to using its findings to assist us in the ongoing development of our service model to advisers.”
Neil Roderick
Head of Adviser Services
Macquarie Bank
“In any form of research asking the right question is key. Wealth Insights devotes a lot of time to getting this part of the process right. It is this attention to detail that underpins the quality of the Wealth Insights reports and makes them the valuable tool that they are.”
Anthony Serhan
Head of Consulting
Morningstar
“Both the syndicated studies and the proprietary research conducted by Wealth Insights are extremely valuable, allowing us to build our strategies with confidence and track the effectiveness of our marketing expenditure. Our continuing partnership with Wealth Insights is important in our bid for increased market share.”
Philip Galagher
Head of Marketing and Sales
Tyndall Investment Management
“The Wealth Insights reports provide a high quality, independent insight into what investors and advisers are saying and doing. A clear leader in their field that provides a real world tool to help plan the strategic direction - and monitor the progress - of your business.”
Robin Bowerman
Principal, Head of Retail
Vanguard Investments
Australia