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Finwise Mentoring | Pricing Confidence | Event Speaker
ABOUT
FINWISE CALCULATOR
FINWISE PROFESSIONAL YEAR
FINWISE BLOG
SERVICES
PY HANDBOOK
ABOUT
FINWISE CALCULATOR
FINWISE PROFESSIONAL YEAR
FINWISE BLOG
SERVICES
PY HANDBOOK
The Netwealth IQ Report has landed:
pricing advice, ethics, industry research, pricing & compliance Julie Matheson 28/7/26 pricing advice, ethics, industry research, pricing & compliance Julie Matheson 28/7/26

The Netwealth IQ Report has landed:

Netwealth's 2026 IQ Report reveals what Australian clients really think about advice fees and technology. See what it means for advisers, compliance teams, and pricing.

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Why inconsistent quoting costs advice practices $80K to $350K a year
pricing advice, ethics Guest User 21/7/26 pricing advice, ethics Guest User 21/7/26

Why inconsistent quoting costs advice practices $80K to $350K a year

The pricing bottleneck rarely shows up as a single problem. It shows up as flat revenue, inconsistent quotes, and a principal who approves every fee schedule. 

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Five ways to scale your advice practice
Julie Matheson 12/6/26 Julie Matheson 12/6/26

Five ways to scale your advice practice

When researchers dug into what advisers actually want, the answer was simple: help with growth.

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Why you’re doing 24 roles in your practice
Julie Matheson 3/6/26 Julie Matheson 3/6/26

Why you’re doing 24 roles in your practice

Financial Planning Principal weighing the demands of Professional Year supervision against a full client load.

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The future of advice pricing
Julie Matheson 29/5/19 Julie Matheson 29/5/19

The future of advice pricing

Here’s what advisers need to know to stay ahead.

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The three capabilities
Julie Matheson 29/5/19 Julie Matheson 29/5/19

The three capabilities

PY new entrant development starts with acting ethically and communicate with confidence.

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Why advisers underprice
Julie Matheson 29/5/19 Julie Matheson 29/5/19

Why advisers underprice

Business growth for practices and licensees.

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Why the Professional Year fails
Julie Matheson 29/5/19 Julie Matheson 29/5/19

Why the Professional Year fails

The Professional Year begins here.

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