This document is for general use. The views expressed in this presentation are those of the author and presenter and do not necessarily reflect those of Netwealth Investments Limited’s. It is general summary only and contains opinions on public available information and services. It’s not advice nor an endorsement of any product or service. This information has been prepared by Netwealth. Whilst reasonable care has been taken in the preparation of this presentation using sources believed to be reliable and accurate, to the maximum extent permitted by law, Netwealth and its related parties, employees and directors and not responsible for, and will not accept liability in connection with any loss or damage suffered by any person arising from reliance on this information.
Before we get started
Netwealth Investments Limited (Netwealth) (ABN 85 090 569 109, AFS Licence No. 230975) and Netwealth Superannuation Services Pty Ltd (ABN 80 636 951 310), AFS Licence No. 528032, RSE Licence No. L0003483 as the trustee of the Netwealth Superannuation Master Fund, is a provider of superannuation and investment products and services, and information contained within this presentation about Netwealth’s products or services is of a general nature which does not take into account your individual objectives, financial situation or needs. Any person considering a financial product or service from Netwealth should obtain the relevant disclosure document at www.netwealth.com.au and consider consulting a financial adviser before making a decision before deciding whether to acquire, dispose of, or to continue to hold, an investment in any Netwealth product.
Improved client satisfaction is a result 96% of Stars
17 14 Avg. number of AdviceTech used Are your staff satisfied?
1 in 10 Putting yourself in the shoes of staff members, how satisfied overall do you think they are with your business’ tech systems? TrainingSimplifyHybridPeopletech
integrated tech stack improves staff satisfaction Technology leads
happier, more engaged staff
Having
a better sense of staff community/ improved culture OverallAdviceTech Stars
% agree: 58%60%62%78%78%87%91%Our business is responsible for fostering a healthy relationship with work technology
An to leads to
improved teamwork and collaboration Technology
Technology leads to leads to
great technology helps us recruit and retain top talent
improved employee wellbeing Technology
• Alisdair Barr • Founder & CEO of Striver •
Alisdair helps financial planning and accounting firms more effectively attract and recruit the best financial planning students and graduates for their businesses. speaker
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More resources to help you on your AdviceTech journey www.netwealth.com.au/advicetech
This document is for general use. The views expressed in this presentation are those of the author and presenter and do not necessarily reflect those of Netwealth Investments Limited’s. It is general summary only and contains opinions on public available information and services. It’s not advice nor an endorsement of any product or service. This information has been prepared by Netwealth. Whilst reasonable care has been taken in the preparation of this presentation using sources believed to be reliable and accurate, to the maximum extent permitted by law, Netwealth and its related parties, employees and directors and not responsible for, and will not accept liability in connection with any loss or damage suffered by any person arising from reliance on this information. Netwealth Investments Limited (Netwealth) (ABN 85 090 569 109, AFS Licence No. 230975) and Netwealth Superannuation Services Pty Ltd (ABN 80 636 951 310), AFS Licence No. 528032, RSE Licence No. L0003483 as the trustee of the Netwealth Superannuation Master Fund, is a provider of superannuation and investment products and services, and information contained within this presentation about Netwealth’s products or services is of a general nature which does not take into account your individual objectives, financial situation or needs. Any person considering a financial product or service from Netwealth should obtain the relevant disclosure document at www.netwealth.com.au and consider consulting a financial adviser before making a decision before deciding whether to acquire, dispose of, or to continue to hold, an investment in any Netwealth product.
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