More power to enhance value for your HNW clients
In Australia, the high net worth (HNW) segment continues to grow, comprising of more than 635,000 individuals investing more than $2.98 trillion AUD in aggregate. New entrants to the HNW segment are more likely to be unadvised, representing a real opportunity for financial advisers to sharpen their value proposition to meet their needs.
So how do you set up your business to unlock the next generation of HNW clients? In our latest research, we’ve brought together an expert panel of advisers to delve deeper into how they structure their advice offerings to add real value to HNW clients.
Discover how to attract and grow your HNW client base
Directing the matrix: Meeting the advice needs of high net worth clients.
Innovative capabilities empowering HNW advice
Meet the complex needs of the important and growing HNW segment, by leveraging HUB24’s extensive range of capabilities:
A comprehensive investment menu enabling you to implement your investment strategy, including:
- An extensive range of ASX listed securities and international listed securities across multiple exchanges.
- Access to unlisted domestic fixed income securities, traded through approved brokers.
- ESG investment options and research capabilities for sustainably conscious investors.
- Tailored portfolio construction and management (managed portfolios).
- A choice of term deposit options (from 6 banks and institutions).
- A broad selection of wholesale managed funds.
Market leading tax capabilities to optimise tax outcomes for your clients.
A complete view of wealth for assets held on and outside of the HUB24 platform with interactive and downloadable client presentations and consolidated tax reporting.
A seamless digital experience with clients through a secure online portal.
Innovative SMSF solutions to support intergenerational wealth transfer.
HUB24 Invest will soon become more accessible to Australians living overseas and more non-Australian investors.
