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Finwise Leadership
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Professional Year
Calculator
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About
Book a free call
Professional Year
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Workshops & Mentoring
Speaking
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About
Book a free call
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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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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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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