We work with wealth managers, financial planners and investment advisers who are seeking deep and lasting strategic and operational improvement within their business.

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We provide counsel on issues encompassing strategy, organisation, investment process, advice delivery, financial services licensing, technology, operations, compliance, sales and marketing.

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We also partner with clients to develop sound observations about the future state of the advice industry, and to make strong strategic choices that will enable them to adapt and thrive in a changing market.

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The financial services industry is facing unprecedented market challenges. Revenue and profit sources are shifting. Cost pressures are rising. Business models are transforming. Customer behaviours are evolving. At the same time, regulators are putting the industry under ever-increasing scrutiny. Some institutions are maintaining or improving profitability, while others are failing to adapt.