Would you consider offering episodic advice in future to those of your clients who may prefer this approach?…
- Yes (64%)
- No (24%)
- Not sure (12%)
Loading ...Of the 10 million Australians looking to see an adviser in 2025, half want to pay for advice as-and-when they need it. Is that a business model you’d consider adopting?
“It is abundantly clear that episodic financial advice – tailored to fit budgets and life circumstances – is what Australians want,” says Olivia Beringer, Research Director at Investment Trends. “Customers are calling for it.”
But are Kiwis? Does the prospect of billing on an ad-hoc basis seem attractive? Some of those across the Ditch point to data showing a growing divide between the higher costs of comprehensive financial advice and the affordability of episodic guidance.
Beringer says her firm’s data highlights a clear opportunity to inject greater flexibility into the sector. What’s your view?
Cast your vote today and we’ll report back in the New Year with the results. Not a subscriber? Click here and sign up to our free weekly newsletter.