Exceeding client expectations is our foremost goal at Wealth Insights and contributes to our high client retention rate.
Our clients include over 20 of the top wealth management companies in Australia which, between them, account for more than 90 percent of the managed funds and platform markets. The Australian funds management market is forecast to triple in the next decade.
“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.”
“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.”
“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.”
"The Wealth Insights research reports and, in particular, the annual Adviser Market Trends Report is widely subscribed to in the industry and greatly influence the strategies and product development processes of many leading companies."
"As a result, many product providers take note of what is uncovered by the research when formulating new product and marketing strategies."
"The importance of the Wealth Insights Service Level Survey is that it represents probably the most comprehensive independent assessments of the Australian platforms arena."
"As testimony to the quality of the research, many executives in financial services have their key performance indicators and bonuses linked to the findings detailed within Wealth Insights' annual research reports."
Our Clients Include: