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AdviceOS by Midwinter
There’s a better way to provide financial advice.
Midwinter Financial Services Pty Ltd | midwinter.com.au | sales@midwinter.com.au
AdviceOS by Midwinter Grow your practice by reaching new customers. Create new ways to collaborate with clients. Provide sophisticated and compliant advice. Gain control and visibility of your practice. Midwinter Financial Services Pty Ltd | midwinter.com.au | sales@midwinter.com.au
Truly omni-channel advice offering Face to face advice
Public calculators
Power user
Industry Super Fund Currently utilising AdviceOS and Digital Advice Framework. This omni-channel approach allows the fund to provide advice style services to it’s 2 million + members effectively.
Phone based advice
Self-directed, digital advice
They have also set up a process of triaging clients out to their phone based and face to face advisers for more complex scenarios.
11
Data and analytics An adviser has approximately
a residential property worth approximately $1m and mortgage of $
91
646
thousand
clients they will provide advice to
66
different households over a 12month period
Average age of their clients is 54
Each of these clients has on average
3.1
283k
$
goals or objectives
in super
So they are looking for largely comprehensive retirement advice.
Statement of Advices are, on average, run
2
-
Retirement adequacy
-
Pay off the home loan
-
Cars
-
Holidays
-
Inheritance
before being presentation to a client
Midwinter Financial Services Pty Ltd | midwinter.com.au | sales@midwinter.com.au
Multi-goal Advice Drive a conversation about trade-offs Prioritise client goals and objectives in the room
Get more out of client meetings
Separate goals-based advice from product
100%
80%
60%
Midwinter Financial Services Pty Ltd | midwinter.com.au | sales@midwinter.com.au
Quickly and easily generate a quick SOA or strategy roadmap
Register your interest‌
Netwealth AdviceTech offer! Midwinter Financial Services Pty Ltd | midwinter.com.au | sales@midwinter.com.au