Netwealth - See Wealth Differently (ASX:NWL)

Advisers, discover Workflow Tracker, a tool designed to help you and your team track outstanding requests with Netwealth, such as applications for new accounts, withdrawals, and benefit payments. Easily review the status and pending reasons for requests, ensuring you have the information you need, when you need it. Quickly identify requests that require your attention, whether they are awaiting further instructions from you or your clients. Access our Knowledge Base for more details: https://lnkd.in/g9UehKwX

🏅We're elated to be certified as a Great Place to Work for the second year in a row! This recognition is a testament to our incredible team and the positive, inclusive culture we have built together.   Thank you to everyone who makes our workplace so special. Here's to our values that keep us on the journey of excellence and make our company an even better place to work! 🤝   #GPTWCertified #agile #curious #collaborative #optimistic #curious #genuine

Australians value the ability to manage their wealth online. As Netwealth’s 2024 Advisable Australian Report shows, clients of all ages want high digital capability. They want to see their whole household financial situation and monitor their financial performance and goals in real-time. This extends to document execution, financial education and account management. Advice firms need to adapt to meet client expectations. Learn more about what Australians want in the 2024 Advisable Australian report: https://lnkd.in/gZyBMbyF #digitalwealth #financialmanagement #technology 

"We see the Goldilocks scenario playing out. We don't see a recession here or in the US; that's more of a tail risk. So, at the moment, we're talking about a moderate growth picture with easier policy," says Tim Van Klaveren, CFA, CPA in the latest episode of the Netwealth Portfolio Construction Podcast. Tim shares his insights into macroeconomic factors impacting fixed-income markets. They cover interest rate movements, APRA's regulatory changes, and global trends like the US election and China's stimulus measures, and the effect they have on fixed income investments. Listen here to find out more: https://lnkd.in/gyZZy7TG

We are thrilled to share the incredible impact of our GivingTuesday initiatives! This year, Netwealth's Impact Committee was honoured to host an inspiring conversation session with Lydia Holly Blue Garrett of Igniting Change , Mariam Issa, and Carla Raynes of Bridge It. Together, we explored themes of generosity, curiosity and joy. Thanks to the support of our community, we raised over $17,000 for our charity partners, Bridge It and All Things Equal on the day! We believe that every act of giving, whether it's time, donations, or lending a voice, contributes to building a better world.💖 #Netwealth #GivingTuesdayAUS #NetwealthImpact #DrivePositiveImpact

Advisers, exciting things are happening at Netwealth! We’ve made significant updates across our adviser and client portal, including the client search and portfolio pages, along with a new streamlined menu bar. These changes are designed to benefit advisers, their whole team and their clients. Explore the new design today & watch this how to video: https://lnkd.in/gnW9uxUV

Despite the digital age, clients rely on a variety of sources to stay informed about their investments. Netwealth’s 2024 Advisable Australian Report shows that clients use a combination of traditional and digital sources, including friends and family, company annual and research reports, traditional news outlets, PDS statements, alongside digital sources like specialist investment websites, blogs, and apps. Make informed decisions about reaching your advice clients through a variety of channels - download the 2024 Advisable Australian report to learn more: https://lnkd.in/gZyBMbyF #digitalwealth #investment #financialmanagement

🎉 Celebrating 25 Years of Netwealth and $100bn FUA! 🎉 Today, we mark two major milestones – exceeding $100bn in Funds Under Administration and Netwealth's 25th birthday! From our start in 1999, founded by Michael Heine and Matt Heine, we've grown from a family business into an ASX200 business with over 630 staff. Fittingly, today also marks the next evolution and launch of our new online platform experience which provides a modern, intuitive, and interactive interface that will support the next chapter of our growth.   A big thank you to our clients, partners, and team members for your support. Here's to the next 25 years of innovation and success! #Innovation #Growth #WealthManagement

Big thanks to all the advisers and partners who visited our booth at the Financial Advice Association Australia (FAAA) Congress 2024! We loved connecting with so many of you this year. Congrats to the winners of our AdviceTech quiz competition! Enjoy your prizes – a Wimius portable mini projector, levitating pen and two Journey wireless charging desk mats - helping you power up your firm for the future. #netwealth #seewealthdifferently #faaacongress24

Day 1 highlights at the Financial Advice Association Australia (FAAA) Congress 2024 - what a start! Our booth was buzzing with activity as we connected with industry leaders and showcased our latest innovations. We had the honour of hosting the welcome reception, where we enjoyed great conversations and set the tone for an exciting event. A special highlight was our infinity cube (Future Perspectives) installation, which turned out to be a fun and popular spot for photos. If you are here, make sure you stop by our booth for a chat! #netwealth #seewealthdifferently #faaacongress24